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 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
58+ 0.14% |
$1.57K - $1.66K
|
42.4K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
57+ 0.59% |
$1.54K - $1.63K
|
9.79K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 5.97% |
$1.35K - $1.43K
|
887
$22.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
42+ 0.56% |
$1.13K - $1.2K
|
7.54K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
41New |
$1.11K - $1.17K
|
41
$1.04K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
36+ 0.21% |
$972 - $1.03K
|
16.9K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$810 - $856
|
30
$763
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
29New |
$783 - $828
|
29
$738
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
22+ 0.08% |
$594 - $628
|
26.1K
$663K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.16% |
$567 - $599
|
13.1K
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 0.94% |
$486 - $514
|
1.94K
$49.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
17+ 0.01% |
$459 - $485
|
162K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.1% |
$351 - $371
|
13.5K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8+ 0.07% |
$216 - $228
|
12.3K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.19% |
$216 - $228
|
4.29K
$109K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.03% |
$189 - $200
|
25.9K
$658K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
5+ 0.03% |
$135 - $143
|
15.1K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.61% |
$108 - $114
|
663
$16.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$108 - $114
|
30.4K
$774K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.02% |
$81 - $85.6
|
15.3K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$81 - $85.6
|
10.2K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$54 - $57.1
|
1.73K
$44.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.47% |
$27 - $28.5
|
212
$5.39K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- -0.0% |
$27 - $28.5
|
45K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-28- 0.04% |
$756 - $799
|
76.7K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-48- 0.02% |
$1.3K - $1.37K
|
269K
$6.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-49- 0.41% |
$1.32K - $1.4K
|
11.8K
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-52- 0.5% |
$1.4K - $1.48K
|
10.3K
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 0.5% |
$1.54K - $1.63K
|
11.4K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-57- 0.4% |
$1.54K - $1.63K
|
14.3K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-70- 0.07% |
$1.89K - $2K
|
101K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-110- 0.48% |
$2.97K - $3.14K
|
22.9K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-144- 0.15% |
$3.89K - $4.11K
|
93.9K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-148- 0.06% |
$4K - $4.22K
|
235K
$5.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-150- 1.71% |
$4.05K - $4.28K
|
8.64K
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-157- 0.89% |
$4.24K - $4.48K
|
17.5K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-186- 48.56% |
$5.02K - $5.31K
|
197
$5.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-204- 7.28% |
$5.51K - $5.82K
|
2.6K
$66.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-213- 0.44% |
$5.75K - $6.08K
|
47.9K
$1.22M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-219- 0.23% |
$5.92K - $6.25K
|
94K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-223- 0.13% |
$6.02K - $6.36K
|
166K
$4.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-232- 1.54% |
$6.27K - $6.62K
|
14.8K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-250- 1.02% |
$6.75K - $7.14K
|
24.4K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-265- 63.55% |
$7.16K - $7.56K
|
152
$3.87K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-283- 0.3% |
$7.64K - $8.08K
|
95.5K
$2.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-300- 2.77% |
$8.1K - $8.56K
|
10.5K
$268K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-308- 0.08% |
$8.32K - $8.79K
|
376K
$9.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-320- 0.79% |
$8.64K - $9.13K
|
40.4K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-339- 1.17% |
$9.16K - $9.68K
|
28.7K
$729K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-429- 2.86% |
$11.6K - $12.2K
|
14.6K
$371K
|