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 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26.1K+ 15.56% |
$706K - $746K
|
194K
$5.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26K+ 5.34% |
$702K - $742K
|
513K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
26K+ 199.69% |
$702K - $741K
|
39K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.8K+ 10.27% |
$698K - $738K
|
277K
$7.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
25.6K+ 134.77% |
$693K - $732K
|
44.7K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.4KNew |
$685K - $724K
|
25.4K
$678K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
25.3K+ 13.55% |
$683K - $722K
|
212K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.1K+ 0.31% |
$679K - $717K
|
8.24M
$220M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25K+ 38.59% |
$676K - $714K
|
89.9K
$2.4M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
24.8K+ 3.73% |
$669K - $706K
|
689K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
24.3K+ 2.29% |
$657K - $694K
|
1.09M
$29M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
24.3K+ 10.84% |
$657K - $694K
|
249K
$6.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.3K+ 5.11% |
$655K - $692K
|
499K
$13.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
23.6K+ 3.87% |
$638K - $674K
|
634K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
23.6KNew |
$638K - $674K
|
23.6K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.2K+ 5.7% |
$628K - $663K
|
431K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.1K+ 54.72% |
$623K - $658K
|
65.2K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23K+ 8.51% |
$622K - $658K
|
294K
$7.85M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.9K+ 4.17% |
$618K - $653K
|
571K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
22.8K+ 132.59% |
$617K - $651K
|
40K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.7KNew |
$614K - $649K
|
22.7K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
22.6K+ 33.55% |
$611K - $645K
|
90K
$2.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
22.4K+ 44.02% |
$606K - $640K
|
73.4K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$601K - $635K
|
22.3K
$594K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
22.2K+ 7.37% |
$600K - $634K
|
323K
$8.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
22KNew |
$595K - $629K
|
22K
$589K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
21.7K+ 9.07% |
$587K - $620K
|
261K
$6.98M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
21.7K+ 7.78% |
$585K - $618K
|
300K
$8.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
21.6K+ 20.04% |
$583K - $616K
|
129K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.4K+ 26.28% |
$578K - $611K
|
103K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
21.3K+ 28.79% |
$575K - $607K
|
95.2K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
21.2K+ 6.49% |
$573K - $606K
|
348K
$9.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
21.2K+ 12.18% |
$573K - $605K
|
195K
$5.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
21.2K+ 7.62% |
$572K - $605K
|
299K
$7.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21.1K+ 29.68% |
$569K - $601K
|
92K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21KNew |
$568K - $601K
|
21K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.9K+ 4.7% |
$564K - $596K
|
465K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
20.7K+ 4.21% |
$559K - $590K
|
513K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
20.6K+ 212.33% |
$556K - $588K
|
30.3K
$809K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20.5K+ 2.89% |
$555K - $586K
|
733K
$19.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.5K+ 24.08% |
$555K - $586K
|
106K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20.5K+ 2.7% |
$553K - $584K
|
779K
$20.8M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
20.4K+ 2.11% |
$551K - $583K
|
989K
$26.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
20.3K+ 7.93% |
$548K - $580K
|
276K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 4.7% |
$544K - $575K
|
449K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.1K+ 12.97% |
$543K - $574K
|
175K
$4.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.1K+ 29.33% |
$543K - $574K
|
88.7K
$2.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
20K+ 2.1% |
$541K - $572K
|
974K
$26M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 31.79% |
$536K - $566K
|
82.3K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.8KNew |
$534K - $564K
|
19.8K
$528K
|