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 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
11.6K+ 13.88% |
$314K - $332K
|
95.4K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$314K - $332K
|
11.6K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
11.5KNew |
$311K - $329K
|
11.5K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
11.4K+ 14.27% |
$309K - $326K
|
91.6K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.4K+ 47.15% |
$308K - $326K
|
35.6K
$952K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
11.4KNew |
$308K - $326K
|
11.4K
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
11.4K+ 205.62% |
$308K - $326K
|
17K
$453K
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
11.3KNew |
$306K - $323K
|
11.3K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 2.17% |
$302K - $319K
|
527K
$14.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
11.1KNew |
$301K - $318K
|
11.1K
$297K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11K+ 4.23% |
$297K - $314K
|
271K
$7.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
10.8KNew |
$292K - $309K
|
10.8K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10.8K+ 3.58% |
$292K - $309K
|
313K
$8.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.7K+ 97.82% |
$289K - $306K
|
21.7K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.6KNew |
$287K - $303K
|
10.6K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.6K+ 132.46% |
$286K - $302K
|
18.6K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10.5K+ 46.38% |
$285K - $301K
|
33.3K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
10.5K+ 3.36% |
$283K - $299K
|
323K
$8.62M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.4K+ 3.54% |
$280K - $296K
|
303K
$8.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
10.3K+ 5.19% |
$278K - $294K
|
209K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 31.36% |
$278K - $294K
|
43.1K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
10.3K+ 8.02% |
$278K - $294K
|
139K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10.3K+ 7.77% |
$277K - $293K
|
142K
$3.8M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.2K+ 11.15% |
$275K - $291K
|
102K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.1K+ 93.46% |
$272K - $288K
|
20.9K
$557K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.98K+ 4.9% |
$269K - $285K
|
213K
$5.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
9.94K+ 5.42% |
$269K - $284K
|
193K
$5.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9.88K+ 2.39% |
$267K - $282K
|
424K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.74KNew |
$263K - $278K
|
9.74K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.73K+ 2.09% |
$263K - $278K
|
475K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9.69K+ 7.46% |
$262K - $276K
|
140K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9.64KNew |
$260K - $275K
|
9.64K
$257K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.62KNew |
$260K - $274K
|
9.62K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
9.61K+ 0.76% |
$260K - $274K
|
1.27M
$33.8M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.57KNew |
$258K - $273K
|
9.57K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.53K+ 25.7% |
$257K - $272K
|
46.6K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9.42KNew |
$255K - $269K
|
9.42K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.41KNew |
$254K - $268K
|
9.41K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9.4K+ 4.09% |
$254K - $268K
|
239K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.38K+ 343.29% |
$253K - $268K
|
12.1K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
9.31K+ 27.78% |
$252K - $266K
|
42.8K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 6.48% |
$250K - $264K
|
152K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
9.16K+ 6.04% |
$247K - $261K
|
161K
$4.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.1K+ 22.99% |
$246K - $260K
|
48.7K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.1K+ 2.12% |
$246K - $260K
|
439K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
9.09K+ 6.34% |
$245K - $259K
|
152K
$4.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9.08K+ 38.69% |
$245K - $259K
|
32.6K
$869K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
9.07K+ 4.38% |
$245K - $259K
|
216K
$5.78M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.06K+ 1.91% |
$245K - $259K
|
482K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8.96K+ 1.96% |
$242K - $256K
|
465K
$12.4M
|