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 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
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
18.6KNew |
$491K - $521K
|
18.6K
$495K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
18.5K+ 2.04% |
$487K - $516K
|
922K
$24.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 8.81% |
$482K - $511K
|
226K
$6M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
18.2KNew |
$481K - $510K
|
18.2K
$485K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
17.6KNew |
$464K - $492K
|
17.6K
$467K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.3K+ 95.33% |
$457K - $484K
|
35.5K
$942K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
17.2K+ 6.05% |
$454K - $481K
|
302K
$8.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 6.49% |
$444K - $471K
|
276K
$7.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.5KNew |
$436K - $461K
|
16.5K
$439K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
16.4K+ 3.8% |
$431K - $457K
|
447K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.2K+ 8.38% |
$428K - $453K
|
210K
$5.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.2K+ 5.54% |
$428K - $453K
|
309K
$8.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16.2K+ 8.15% |
$427K - $452K
|
215K
$5.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.2K+ 8.15% |
$427K - $452K
|
215K
$5.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
16.1K+ 13.16% |
$424K - $450K
|
138K
$3.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
15.8KNew |
$416K - $441K
|
15.8K
$419K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15K+ 8.11% |
$395K - $419K
|
200K
$5.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.9K+ 2.42% |
$393K - $416K
|
630K
$16.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
14.5K+ 2.02% |
$382K - $405K
|
732K
$19.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.8K+ 8.42% |
$365K - $387K
|
178K
$4.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
13.4K+ 16.99% |
$354K - $375K
|
92.4K
$2.46M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
13.4K+ 3259.12% |
$353K - $374K
|
13.8K
$367K
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$351K - $372K
|
13.3K
$353K
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
13.1K+ 4.58% |
$346K - $367K
|
300K
$7.96M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6KNew |
$333K - $352K
|
12.6K
$335K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
12.4K+ 4.37% |
$328K - $347K
|
296K
$7.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.4K+ 77.4% |
$326K - $346K
|
28.3K
$753K
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
12.3K+ 4.63% |
$324K - $344K
|
278K
$7.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12K+ 22.1% |
$316K - $335K
|
66.2K
$1.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
11.3K+ 3.84% |
$299K - $317K
|
307K
$8.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
11.3KNew |
$299K - $317K
|
11.3K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.3K+ 2.46% |
$299K - $316K
|
471K
$12.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
11.3K+ 3.19% |
$298K - $316K
|
366K
$9.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
11.1K+ 13.28% |
$293K - $310K
|
94.6K
$2.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
11K+ 1311.4% |
$291K - $309K
|
11.9K
$316K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11K+ 4.32% |
$290K - $308K
|
266K
$7.06M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
11K+ 5.21% |
$290K - $308K
|
222K
$5.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.9KNew |
$286K - $303K
|
10.9K
$288K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.8K+ 3.3% |
$285K - $302K
|
338K
$8.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10.7K+ 11.0% |
$282K - $299K
|
108K
$2.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
10.7K+ 9.18% |
$281K - $298K
|
127K
$3.37M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.6K+ 3.02% |
$281K - $297K
|
363K
$9.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10.5K+ 0.88% |
$277K - $293K
|
1.21M
$32.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10.5K+ 33.42% |
$276K - $292K
|
41.8K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.4KNew |
$273K - $289K
|
10.4K
$275K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
10.3K+ 4.22% |
$272K - $288K
|
255K
$6.76M
|