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 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
587+ 1.64% |
$15.9K - $16.8K
|
36.4K
$927K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
557+ 0.82% |
$15K - $15.9K
|
68.8K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
545+ 1.9% |
$14.7K - $15.6K
|
29.3K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
542New |
$14.6K - $15.5K
|
542
$13.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
494+ 0.56% |
$13.3K - $14.1K
|
88.9K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
479+ 2.0% |
$12.9K - $13.7K
|
24.4K
$621K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
450+ 3.3% |
$12.2K - $12.8K
|
14.1K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
447+ 1.6% |
$12.1K - $12.8K
|
28.3K
$721K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
444+ 0.06% |
$12K - $12.7K
|
690K
$17.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
416+ 1.5% |
$11.2K - $11.9K
|
28.1K
$715K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
404+ 1.36% |
$10.9K - $11.5K
|
30K
$763K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
382+ 0.76% |
$10.3K - $10.9K
|
50.4K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
367+ 2.71% |
$9.91K - $10.5K
|
13.9K
$354K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
364+ 0.12% |
$9.83K - $10.4K
|
300K
$7.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
360+ 1.37% |
$9.72K - $10.3K
|
26.6K
$678K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
341+ 25.13% |
$9.21K - $9.73K
|
1.7K
$43.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
315+ 0.89% |
$8.51K - $8.99K
|
35.7K
$908K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
305+ 3.91% |
$8.24K - $8.7K
|
8.1K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
304+ 1.42% |
$8.21K - $8.68K
|
21.7K
$551K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
289+ 0.58% |
$7.81K - $8.25K
|
50.2K
$1.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
273+ 1.35% |
$7.37K - $7.79K
|
20.5K
$521K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
261+ 1.31% |
$7.05K - $7.45K
|
20.2K
$515K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
242+ 2.84% |
$6.54K - $6.91K
|
8.76K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
233+ 0.5% |
$6.29K - $6.65K
|
46.8K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
218+ 1.52% |
$5.89K - $6.22K
|
14.6K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
216+ 0.89% |
$5.83K - $6.16K
|
24.4K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
176+ 13.62% |
$4.75K - $5.02K
|
1.47K
$37.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
172+ 0.48% |
$4.65K - $4.91K
|
35.7K
$908K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
170+ 1.01% |
$4.59K - $4.85K
|
17.1K
$435K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
154+ 0.9% |
$4.16K - $4.4K
|
17.3K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
152+ 0.56% |
$4.11K - $4.34K
|
27.2K
$693K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
146+ 1.07% |
$3.94K - $4.17K
|
13.8K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
133+ 0.9% |
$3.59K - $3.8K
|
14.9K
$378K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
125+ 0.81% |
$3.38K - $3.57K
|
15.5K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
117+ 0.63% |
$3.16K - $3.34K
|
18.7K
$476K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
114+ 21.92% |
$3.08K - $3.25K
|
634
$16.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
110+ 0.13% |
$2.97K - $3.14K
|
82.6K
$2.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101+ 44.89% |
$2.73K - $2.88K
|
326
$8.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
96+ 0.37% |
$2.59K - $2.74K
|
26.2K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
95+ 0.9% |
$2.57K - $2.71K
|
10.7K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
90+ 0.2% |
$2.43K - $2.57K
|
44.3K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
88+ 0.9% |
$2.38K - $2.51K
|
9.92K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
82+ 0.86% |
$2.21K - $2.34K
|
9.57K
$243K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
76+ 0.37% |
$2.05K - $2.17K
|
20.5K
$523K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
72+ 0.31% |
$1.94K - $2.05K
|
23.3K
$593K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
71+ 0.12% |
$1.92K - $2.03K
|
58.5K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
71New |
$1.92K - $2.03K
|
71
$1.81K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
69+ 0.91% |
$1.86K - $1.97K
|
7.67K
$195K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
68+ 0.63% |
$1.84K - $1.94K
|
10.9K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
63+ 0.83% |
$1.7K - $1.8K
|
7.66K
$195K
|