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 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
15KNew |
$405K - $428K
|
15K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
15K+ 4.54% |
$405K - $428K
|
345K
$9.21M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15KNew |
$404K - $427K
|
15K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.9K+ 62.56% |
$403K - $426K
|
38.7K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
14.6K+ 11.7% |
$396K - $418K
|
140K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
14.5KNew |
$391K - $413K
|
14.5K
$386K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
14.4K+ 1.96% |
$388K - $410K
|
747K
$19.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 101.94% |
$388K - $410K
|
28.5K
$760K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.4K+ 0.74% |
$388K - $410K
|
1.96M
$52.3M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
14.3K+ 4.97% |
$387K - $409K
|
302K
$8.07M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
14.1K+ 2.88% |
$382K - $404K
|
505K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.1K+ 119.16% |
$382K - $403K
|
26K
$694K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
14K+ 5.03% |
$379K - $400K
|
293K
$7.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
14K+ 6.06% |
$377K - $398K
|
244K
$6.52M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
13.9K+ 17.9% |
$376K - $397K
|
91.7K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13.8K+ 20.87% |
$373K - $394K
|
80K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
13.8KNew |
$373K - $394K
|
13.8K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.7KNew |
$371K - $392K
|
13.7K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
13.7K+ 3.85% |
$370K - $391K
|
370K
$9.87M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
13.7K+ 9.48% |
$369K - $390K
|
158K
$4.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.4K+ 4220.13% |
$362K - $383K
|
13.7K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
13.4K+ 18.94% |
$362K - $383K
|
84.2K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13.2K+ 171.79% |
$358K - $378K
|
20.9K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13.2K+ 7.37% |
$357K - $377K
|
193K
$5.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
13.2K+ 5.9% |
$356K - $376K
|
237K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
13.2KNew |
$355K - $375K
|
13.2K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.2K+ 894.69% |
$355K - $375K
|
14.6K
$390K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
13.1KNew |
$355K - $375K
|
13.1K
$351K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 1.42% |
$355K - $375K
|
941K
$25.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13K+ 32.37% |
$350K - $370K
|
53K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12.9K+ 49.38% |
$349K - $369K
|
39.1K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
12.8K+ 11.22% |
$346K - $366K
|
127K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.8K+ 8.7% |
$346K - $365K
|
160K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.7KNew |
$344K - $363K
|
12.7K
$340K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
12.7K+ 11.14% |
$343K - $362K
|
127K
$3.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12.7K+ 2.1% |
$342K - $362K
|
616K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12.6K+ 4.49% |
$342K - $361K
|
294K
$7.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6K+ 3.65% |
$340K - $359K
|
357K
$9.54M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
12.6K+ 58.14% |
$340K - $359K
|
34.2K
$913K
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
12.5K+ 95.3% |
$339K - $358K
|
25.7K
$686K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12.4K+ 6.05% |
$335K - $354K
|
217K
$5.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.3KNew |
$332K - $351K
|
12.3K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12.3K+ 3.92% |
$331K - $350K
|
325K
$8.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12.1K+ 144.59% |
$328K - $347K
|
20.5K
$548K
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
12.1KNew |
$326K - $344K
|
12.1K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12K+ 5.31% |
$325K - $344K
|
239K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
12K+ 202.83% |
$323K - $341K
|
17.9K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.9K+ 6.62% |
$322K - $340K
|
192K
$5.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.9K+ 43.15% |
$321K - $339K
|
39.4K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.8K+ 10.19% |
$319K - $337K
|
128K
$3.41M
|