Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.01M+ 17.97% |
$26.5M - $28.1M
|
6.6M
$175M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
317KNew |
$8.36M - $8.85M
|
317K
$8.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
280KNew |
$7.39M - $7.83M
|
280K
$7.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
227K+ 14.07% |
$6M - $6.36M
|
1.84M
$49M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
226K+ 401.37% |
$5.96M - $6.31M
|
282K
$7.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
172K+ 29.41% |
$4.55M - $4.82M
|
758K
$20.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
154K+ 17.5% |
$4.07M - $4.32M
|
1.04M
$27.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
114K+ 10.47% |
$2.99M - $3.17M
|
1.2M
$31.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
111K+ 110.55% |
$2.93M - $3.11M
|
212K
$5.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
99.8K+ 1168.29% |
$2.63M - $2.79M
|
108K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
97.9K+ 103.74% |
$2.58M - $2.74M
|
192K
$5.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
82.7K+ 45.92% |
$2.18M - $2.31M
|
263K
$6.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
80.3K+ 6.23% |
$2.12M - $2.25M
|
1.37M
$36.4M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
77.1K+ 36.5% |
$2.03M - $2.15M
|
288K
$7.66M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
74.7K+ 3.53% |
$1.97M - $2.09M
|
2.19M
$58.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
72.8KNew |
$1.92M - $2.03M
|
72.8K
$1.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
70.8K+ 34.8% |
$1.87M - $1.98M
|
274K
$7.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
70.8K+ 2.59% |
$1.87M - $1.98M
|
2.8M
$74.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
66K+ 6.95% |
$1.74M - $1.85M
|
1.02M
$27M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
65.4K+ 3.6% |
$1.73M - $1.83M
|
1.88M
$50M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.9K+ 5.52% |
$1.66M - $1.76M
|
1.2M
$32M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
62.4K+ 15.23% |
$1.65M - $1.74M
|
472K
$12.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
58.6K+ 10.51% |
$1.55M - $1.64M
|
616K
$16.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
57.2K+ 3.97% |
$1.51M - $1.6M
|
1.5M
$39.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.5K+ 18.97% |
$1.44M - $1.52M
|
342K
$9.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
49.1K+ 29.0% |
$1.3M - $1.37M
|
219K
$5.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
37.2K+ 6.74% |
$982K - $1.04M
|
589K
$15.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
37K+ 203.69% |
$977K - $1.04M
|
55.2K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
34.7KNew |
$916K - $971K
|
34.7K
$923K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
32.5K+ 5.84% |
$857K - $908K
|
589K
$15.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
32K+ 51.94% |
$845K - $895K
|
93.7K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31.8K+ 1.05% |
$839K - $889K
|
3.06M
$81.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
30.1K+ 3.03% |
$794K - $841K
|
1.02M
$27.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.1KNew |
$768K - $814K
|
29.1K
$773K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
27.9K+ 69.58% |
$735K - $779K
|
67.9K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27.9K+ 7.52% |
$735K - $778K
|
398K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
27.2K+ 3.04% |
$718K - $761K
|
922K
$24.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
26.9K+ 432.06% |
$709K - $751K
|
33.1K
$879K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26.2K+ 68.9% |
$691K - $732K
|
64.2K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26.1K+ 15.01% |
$688K - $729K
|
200K
$5.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
24.6K+ 5.52% |
$650K - $689K
|
471K
$12.5M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
22.1K+ 20.86% |
$583K - $618K
|
128K
$3.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21.4K+ 5.2% |
$566K - $599K
|
434K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
21K+ 10.56% |
$554K - $587K
|
220K
$5.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
20.5K+ 3.36% |
$540K - $573K
|
630K
$16.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.3KNew |
$534K - $566K
|
20.3K
$538K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
19.6KNew |
$516K - $547K
|
19.6K
$520K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
19.1K+ 38.73% |
$503K - $533K
|
68.3K
$1.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
19K+ 8.94% |
$501K - $531K
|
232K
$6.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
18.7K+ 98.92% |
$493K - $522K
|
37.6K
$998K
|