Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US DIVIDEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.21K+ 4.38% |
$86.6K - $91.5K
|
76.5K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.17K+ 5.12% |
$85.6K - $90.4K
|
65.1K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.73K+ 0.45% |
$73.7K - $77.9K
|
611K
$15.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 26.4% |
$73.7K - $77.8K
|
13.1K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.57K+ 16.39% |
$69.5K - $73.4K
|
18.3K
$465K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.47K+ 40.66% |
$66.7K - $70.5K
|
8.55K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.41K+ 46.13% |
$65.2K - $68.9K
|
7.65K
$195K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.34K+ 24.8% |
$63.2K - $66.8K
|
11.8K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.26K+ 1.32% |
$61K - $64.5K
|
174K
$4.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.23K+ 0.26% |
$60.3K - $63.8K
|
865K
$22M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 44.06% |
$55.3K - $58.4K
|
6.69K
$170K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
1.99K+ 0.38% |
$53.7K - $56.7K
|
518K
$13.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.94K+ 26.38% |
$52.3K - $55.3K
|
9.28K
$236K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 7.38% |
$52.3K - $55.3K
|
28.2K
$717K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.93K+ 8.0% |
$52.2K - $55.2K
|
26.1K
$664K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.92K+ 16.69% |
$51.8K - $54.7K
|
13.4K
$341K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.89K+ 0.55% |
$51.2K - $54.1K
|
348K
$8.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.75K+ 2824.19% |
$47.3K - $50K
|
1.81K
$46.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 19.47% |
$41.5K - $43.8K
|
9.43K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.54K+ 2.15% |
$41.5K - $43.8K
|
72.9K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.53K+ 5.44% |
$41.4K - $43.8K
|
29.7K
$756K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1.46K+ 1.13% |
$39.4K - $41.6K
|
130K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.46K+ 9.34% |
$39.4K - $41.6K
|
17.1K
$434K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.42K+ 0.4% |
$38.3K - $40.4K
|
356K
$9.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.4K+ 4.04% |
$37.8K - $40K
|
36.1K
$918K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.26K+ 3.54% |
$34K - $35.9K
|
36.9K
$938K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 0.2% |
$33.8K - $35.7K
|
626K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.19K+ 12.67% |
$32K - $33.8K
|
10.5K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.15K+ 1.46% |
$31.1K - $32.8K
|
79.7K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1.13K+ 1.7% |
$30.6K - $32.4K
|
67.9K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.13K+ 7.69% |
$30.4K - $32.1K
|
15.8K
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.11K+ 1.44% |
$29.9K - $31.6K
|
78.1K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.09K+ 1.29% |
$29.5K - $31.2K
|
85.5K
$2.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.07K+ 4.76% |
$29K - $30.7K
|
23.6K
$601K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.03K+ 0.48% |
$27.8K - $29.4K
|
214K
$5.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
956New |
$25.8K - $27.3K
|
956
$24.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
940+ 6.67% |
$25.4K - $26.8K
|
15K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
926+ 11.09% |
$25K - $26.4K
|
9.28K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
921+ 1.7% |
$24.9K - $26.3K
|
55.1K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
910+ 0.79% |
$24.6K - $26K
|
116K
$2.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
820+ 7.04% |
$22.1K - $23.4K
|
12.5K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
779+ 1.96% |
$21K - $22.2K
|
40.4K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
765+ 0.81% |
$20.7K - $21.8K
|
95.5K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
764+ 0.96% |
$20.6K - $21.8K
|
80.5K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
725+ 93.31% |
$19.6K - $20.7K
|
1.5K
$38.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
672+ 4.61% |
$18.2K - $19.2K
|
15.2K
$388K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
645+ 4.27% |
$17.4K - $18.4K
|
15.7K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
631+ 4.16% |
$17K - $18K
|
15.8K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
627+ 0.18% |
$16.9K - $17.9K
|
354K
$9.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
615+ 1.28% |
$16.6K - $17.6K
|
48.6K
$1.24M
|