Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q2 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
Jul 10, 2025 Q2 2025
Kingstone Capital Partners Texas, LLC

Frisco, TX
BUY
 -
38.9M
New
$946M - $1.08B
38.9M $1.05B
Jul 23, 2025 Q2 2025
Rmg Wealth Management LLC

Platteville, WI
BUY
 -
4.9M
New
$119M - $137M
4.9M $132M
Jul 31, 2025 Q2 2025
Ddd Partners, LLC

BUY
 -
1.16M
+ 3673.01%
$28.3M - $32.4M
1.2M $32.1M
Jul 22, 2025 Q2 2025
Duncan Williams Asset Management, LLC

Memphis, TN
BUY
 -
1.12M
New
$27.4M - $31.3M
1.12M $30.2M
Jul 31, 2025 Q2 2025
Envestnet Asset Management Inc

BUY
 -
1.08M
+ 5.97%
$26.3M - $30.2M
19.2M $517M
Jul 14, 2025 Q2 2025
Park Avenue Securities LLC

BUY
 -
862K
New
$21M - $24M
862K $23.2M
Jul 31, 2025 Q2 2025
Keystone Financial Planning, Inc.

BUY
 -
854K
+ 15.57%
$20.8M - $23.8M
6.34M $170M
Jul 23, 2025 Q2 2025
Leo Wealth, LLC

Hurst, TX
BUY
 -
799K
+ 2690.06%
$19.4M - $22.3M
829K $22.3M
Aug 08, 2025 Q2 2025
Avantax Advisory Services, Inc.

BUY
 -
796K
+ 2.88%
$19.4M - $22.2M
28.4M $764M
Jul 25, 2025 Q2 2025
Charles Schwab Trust Bank

Henderson, NV
BUY
 -
694K
+ 24.04%
$16.9M - $19.3M
3.58M $96.2M
Jul 21, 2025 Q2 2025
Mirae Asset Global Investments Co., Ltd.

BUY
 -
426K
+ 15.81%
$10.4M - $11.9M
3.12M $83.9M
Jul 10, 2025 Q2 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
413K
+ 3.54%
$10M - $11.5M
12.1M $324M
Aug 07, 2025 Q2 2025
American Alpha Advisors, LLC

New York, NY
BUY
 -
368K
New
$8.95M - $10.3M
368K $9.9M
Jul 16, 2025 Q2 2025
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
356K
+ 8.48%
$8.67M - $9.93M
4.56M $123M
Aug 06, 2025 Q2 2025
Tradewinds, Llc.

Raleigh, NC
BUY
 -
352K
New
$8.57M - $9.82M
352K $9.47M
Jul 29, 2025 Q2 2025
Stephens Inc

BUY
 -
328K
+ 33.16%
$7.99M - $9.15M
1.32M $35.4M
Jul 22, 2025 Q2 2025
Keudell

BUY
 -
319K
+ 37.4%
$7.76M - $8.89M
1.17M $31.5M
Jul 17, 2025 Q2 2025
Albion Financial Group

BUY
 -
319K
+ 56.55%
$7.76M - $8.89M
883K $23.7M
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
286K
+ 4.19%
$6.94M - $7.96M
7.1M $191M
Jul 30, 2025 Q2 2025
D.A. Davidson & Co.

BUY
 -
285K
+ 15.59%
$6.93M - $7.94M
2.11M $56.8M
Jul 22, 2025 Q2 2025
Red Mountain Financial, LLC

Fort Collins, CO
BUY
 -
263K
+ 231.31%
$6.4M - $7.34M
377K $10.1M
Jul 08, 2025 Q2 2025
Adams Asset Advisors, LLC

BUY
 -
232K
New
$5.64M - $6.46M
232K $6.23M
Jul 15, 2025 Q2 2025
Armis Advisers, LLC

Atlanta, GA
BUY
 -
212K
+ 37.62%
$5.15M - $5.9M
775K $20.8M
Jul 22, 2025 Q2 2025
Davenport & CO LLC

BUY
 -
195K
+ 53.84%
$4.74M - $5.43M
557K $15M
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
189K
+ 5.3%
$4.61M - $5.28M
3.76M $101M
Jul 23, 2025 Q2 2025
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
187K
+ 13.02%
$4.55M - $5.21M
1.62M $43.6M
Jul 10, 2025 Q2 2025
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
184K
+ 83.39%
$4.47M - $5.13M
404K $10.9M
Aug 07, 2025 Q2 2025
Vise Technologies, Inc.

New York, NY
BUY
 -
177K
New
$4.31M - $4.94M
177K $4.76M
Jul 17, 2025 Q2 2025
Capital Investment Advisors, LLC

BUY
 -
167K
New
$4.05M - $4.64M
167K $4.48M
Jul 23, 2025 Q2 2025
Golden Reserve Retirement LLC

Dublin, OH
BUY
 -
161K
+ 10.7%
$3.92M - $4.5M
1.67M $44.9M
Jul 09, 2025 Q2 2025
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
154K
+ 64.11%
$3.75M - $4.3M
395K $10.6M
Jul 29, 2025 Q2 2025
Ballast, Inc.

BUY
 -
153K
+ 1060.4%
$3.72M - $4.26M
167K $4.5M
Jul 02, 2025 Q2 2025
Waller Financial Planning Group, Inc

BUY
 -
152K
+ 26.42%
$3.7M - $4.25M
729K $19.6M
Jul 15, 2025 Q2 2025
Td Private Client Wealth LLC

New York, NY
BUY
 -
151K
+ 17.63%
$3.66M - $4.19M
1M $27M
Jul 28, 2025 Q2 2025
Forth Right Wealth Management, LLC

BUY
 -
146K
+ 13.78%
$3.55M - $4.07M
1.21M $32.4M
Aug 06, 2025 Q2 2025
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
144K
+ 11779.0%
$3.49M - $4M
145K $3.89M
Aug 08, 2025 Q2 2025
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
140K
+ 115.37%
$3.4M - $3.9M
261K $7.02M
Aug 04, 2025 Q2 2025
Mayflower Financial Advisors, LLC

BUY
 -
134K
+ 48.42%
$3.25M - $3.73M
410K $11M
Jul 17, 2025 Q2 2025
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
127K
New
$3.1M - $3.55M
127K $3.42M
Aug 06, 2025 Q2 2025
Atlantic Union Bankshares Corp

BUY
 -
125K
+ 39.41%
$3.04M - $3.48M
442K $11.9M
Jul 15, 2025 Q2 2025
Total Wealth Planning, LLC

BUY
 -
122K
New
$2.97M - $3.41M
122K $3.29M
Jul 17, 2025 Q2 2025
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
119K
+ 30.02%
$2.9M - $3.32M
516K $13.9M
Jul 07, 2025 Q2 2025
Wesbanco Bank Inc

BUY
 -
119K
New
$2.88M - $3.31M
119K $3.19M
Jul 17, 2025 Q2 2025
Montis Financial, LLC

BUY
 -
119K
+ 31.21%
$2.88M - $3.3M
498K $13.4M
Jul 15, 2025 Q2 2025
Signal Tree Financial Partners LLC

Copley, OH
BUY
 -
118K
New
$2.87M - $3.29M
118K $3.17M
Jul 25, 2025 Q2 2025
Total Clarity Wealth Management, Inc.

BUY
 -
117K
New
$2.84M - $3.26M
117K $3.14M
Jul 11, 2025 Q2 2025
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
114K
+ 8.13%
$2.78M - $3.19M
1.52M $40.9M
Jul 15, 2025 Q2 2025
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
112K
+ 306.07%
$2.71M - $3.11M
148K $3.98M
Aug 04, 2025 Q2 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
105K
+ 50.12%
$2.56M - $2.93M
315K $8.46M

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