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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
19.7KNew |
$533K - $564K
|
19.7K
$527K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
19.6KNew |
$528K - $558K
|
19.6K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.2K+ 62.46% |
$518K - $548K
|
49.9K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.1K+ 7.7% |
$515K - $544K
|
266K
$7.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
19K+ 1699.11% |
$513K - $542K
|
20.1K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
18.9KNew |
$509K - $538K
|
18.9K
$503K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
18.8K+ 36.18% |
$506K - $535K
|
70.6K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
18.7KNew |
$505K - $534K
|
18.7K
$499K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 20.44% |
$505K - $534K
|
110K
$2.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
18.6K+ 8.84% |
$503K - $531K
|
229K
$6.12M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.6K+ 3.35% |
$502K - $531K
|
574K
$15.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.6K+ 14.42% |
$502K - $531K
|
148K
$3.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
18.6K+ 20.51% |
$502K - $530K
|
109K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.5K+ 5.51% |
$500K - $528K
|
355K
$9.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
18.2K+ 21.35% |
$492K - $520K
|
104K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
18.1K+ 7.18% |
$489K - $516K
|
270K
$7.21M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18K+ 6.97% |
$486K - $514K
|
276K
$7.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
18K+ 3.95% |
$485K - $513K
|
473K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.8K+ 95.33% |
$481K - $508K
|
36.5K
$974K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
17.8K+ 7.98% |
$481K - $508K
|
241K
$6.43M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17.6K+ 0.92% |
$474K - $501K
|
1.93M
$51.4M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
17.4K+ 21.56% |
$471K - $497K
|
98.3K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
17.4K+ 2.5% |
$470K - $497K
|
712K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.3K+ 0.79% |
$468K - $494K
|
2.21M
$59M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
17.3K+ 28.08% |
$466K - $492K
|
78.7K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
17.1K+ 27.51% |
$462K - $488K
|
79.2K
$2.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
16.9K+ 29.25% |
$456K - $482K
|
74.6K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16.9KNew |
$455K - $481K
|
16.9K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
16.8K+ 7.25% |
$453K - $479K
|
248K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.7K+ 10.27% |
$452K - $478K
|
180K
$4.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
16.7K+ 3.74% |
$450K - $476K
|
462K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
16.6K+ 10.35% |
$449K - $475K
|
177K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
16.6K+ 2.84% |
$449K - $475K
|
602K
$16.1M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
16.5K+ 2.86% |
$446K - $471K
|
595K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.4K+ 9.64% |
$442K - $467K
|
186K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
16.4KNew |
$442K - $467K
|
16.4K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.2K+ 3.33% |
$438K - $463K
|
503K
$13.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
16.1K+ 17.96% |
$436K - $461K
|
106K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16K+ 26.58% |
$433K - $458K
|
76.4K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
16K+ 25.47% |
$432K - $457K
|
78.8K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16K+ 6.15% |
$432K - $457K
|
276K
$7.37M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
16KNew |
$431K - $455K
|
16K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.9K+ 5.04% |
$429K - $454K
|
331K
$8.84M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.8K+ 46.17% |
$428K - $452K
|
50.1K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.8K+ 14.31% |
$426K - $450K
|
126K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15.6K+ 65.39% |
$422K - $446K
|
39.5K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
15.5K+ 3.29% |
$420K - $444K
|
488K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.1K+ 7.62% |
$407K - $430K
|
213K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
15.1K+ 61.31% |
$407K - $430K
|
39.6K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
15K+ 12.9% |
$406K - $429K
|
131K
$3.51M
|