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 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
38.3K+ 8.02% |
$1.03M - $1.09M
|
516K
$13.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
38K+ 2.47% |
$1.03M - $1.09M
|
1.58M
$42.2M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
38K+ 389.32% |
$1.03M - $1.09M
|
47.8K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
37.9K+ 112.85% |
$1.02M - $1.08M
|
71.5K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
37.8K+ 9.29% |
$1.02M - $1.08M
|
445K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37.6K+ 1.59% |
$1.02M - $1.07M
|
2.4M
$64M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
37.4KNew |
$1.01M - $1.07M
|
37.4K
$999K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37.3KNew |
$1.01M - $1.06M
|
37.3K
$995K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37K+ 4.53% |
$1M - $1.06M
|
854K
$22.8M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
37KNew |
$1M - $1.06M
|
37K
$988K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
35.7KNew |
$964K - $1.02M
|
35.7K
$953K
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
35.4KNew |
$957K - $1.01M
|
35.4K
$946K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
34.8K+ 10.63% |
$939K - $992K
|
362K
$9.66M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.5K+ 15.43% |
$933K - $986K
|
258K
$6.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
34.4K+ 13.37% |
$930K - $982K
|
292K
$7.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
34.2K+ 16.55% |
$923K - $975K
|
241K
$6.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
33.9K+ 18.67% |
$916K - $968K
|
216K
$5.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
33.5K+ 20.32% |
$905K - $956K
|
198K
$5.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
33KNew |
$892K - $943K
|
33K
$882K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
32.9KNew |
$888K - $938K
|
32.9K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
32.6K+ 8.51% |
$880K - $930K
|
416K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
32.5K+ 69.31% |
$877K - $926K
|
79.3K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.3K+ 7.29% |
$873K - $922K
|
476K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
32.1K+ 66.57% |
$866K - $915K
|
80.2K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
32K+ 14.44% |
$863K - $912K
|
253K
$6.76M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31.9K+ 14.15% |
$862K - $910K
|
257K
$6.87M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
31.7K+ 5.64% |
$855K - $904K
|
593K
$15.8M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
31K+ 2.4% |
$836K - $884K
|
1.32M
$35.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.9K+ 4.11% |
$836K - $883K
|
784K
$20.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30.4K+ 6.72% |
$822K - $868K
|
483K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
30.1K+ 5.35% |
$813K - $859K
|
592K
$15.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
30.1K+ 6.14% |
$812K - $858K
|
519K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30K+ 130.81% |
$810K - $856K
|
52.9K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
29.7K+ 4.01% |
$803K - $848K
|
770K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
29.5KNew |
$796K - $841K
|
29.5K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.2KNew |
$788K - $832K
|
29.2K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
28.9K+ 0.82% |
$781K - $825K
|
3.57M
$95.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28.8K+ 5.92% |
$778K - $823K
|
516K
$13.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28.7K+ 31.34% |
$776K - $819K
|
120K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
28.6K+ 14.91% |
$773K - $817K
|
221K
$5.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
28.4K+ 2.75% |
$766K - $809K
|
1.06M
$28.3M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
28.2K+ 2.15% |
$761K - $805K
|
1.34M
$35.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28.1KNew |
$759K - $802K
|
28.1K
$750K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
28K+ 3.47% |
$756K - $798K
|
833K
$22.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
27.8K+ 5.44% |
$751K - $793K
|
539K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
27.6K+ 6.15% |
$746K - $788K
|
477K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
27.5K+ 1.49% |
$742K - $784K
|
1.87M
$49.9M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
27.2K+ 5.23% |
$734K - $775K
|
546K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
26.2KNew |
$709K - $749K
|
26.2K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
26.2K+ 101.66% |
$708K - $748K
|
52K
$1.39M
|