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 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
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.3K+ 21.93% |
$271K - $287K
|
57.1K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
10.2KNew |
$269K - $285K
|
10.2K
$271K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
10.1K+ 2.27% |
$266K - $281K
|
454K
$12.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10.1K+ 119.79% |
$266K - $281K
|
18.5K
$491K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
9.99KNew |
$264K - $279K
|
9.99K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
9.83K+ 3.32% |
$259K - $275K
|
306K
$8.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.77K+ 1.56% |
$258K - $273K
|
635K
$16.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9.52K+ 0.48% |
$251K - $266K
|
2.01M
$53.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
9.46KNew |
$249K - $264K
|
9.46K
$251K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
9.37K+ 3.88% |
$247K - $262K
|
251K
$6.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
9.22K+ 2.62% |
$243K - $258K
|
362K
$9.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
9.16K+ 6.13% |
$242K - $256K
|
159K
$4.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.06K+ 29.7% |
$239K - $253K
|
39.6K
$1.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
8.97K+ 5.76% |
$237K - $251K
|
165K
$4.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8.95KNew |
$236K - $250K
|
8.95K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
8.9K+ 43.45% |
$235K - $249K
|
29.4K
$781K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
8.62KNew |
$228K - $241K
|
8.62K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.62K+ 19.91% |
$227K - $241K
|
51.9K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
8.58KNew |
$226K - $240K
|
8.58K
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
8.34KNew |
$220K - $233K
|
8.34K
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
8.16K+ 92.37% |
$215K - $228K
|
17K
$452K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
8.08KNew |
$213K - $226K
|
8.08K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.02K+ 2.65% |
$212K - $224K
|
311K
$8.26M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8K+ 101.57% |
$211K - $224K
|
15.9K
$422K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.91KNew |
$209K - $221K
|
7.91K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.76KNew |
$205K - $217K
|
7.76K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7.75K+ 7.18% |
$204K - $217K
|
116K
$3.08M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
7.7K+ 1.3% |
$203K - $215K
|
598K
$15.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.64KNew |
$202K - $214K
|
7.64K
$203K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.57K+ 1.61% |
$200K - $212K
|
477K
$12.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7.54KNew |
$199K - $211K
|
7.54K
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
7.5KNew |
$198K - $210K
|
7.5K
$199K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.49K+ 2.43% |
$198K - $209K
|
316K
$8.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.42KNew |
$196K - $207K
|
7.42K
$197K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.95K+ 0.74% |
$183K - $194K
|
951K
$25.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.61K+ 27.08% |
$174K - $185K
|
31K
$824K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
6.58K+ 9.25% |
$174K - $184K
|
77.7K
$2.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.54K+ 32.79% |
$173K - $183K
|
26.5K
$704K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.48K+ 0.49% |
$171K - $181K
|
1.33M
$35.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6K+ 201.48% |
$158K - $168K
|
8.98K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
5.69K+ 239.2% |
$150K - $159K
|
8.07K
$214K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.61K+ 1.1% |
$148K - $157K
|
515K
$13.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5.6K+ 22.17% |
$148K - $156K
|
30.8K
$819K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
5.46K+ 2.2% |
$144K - $153K
|
254K
$6.74M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.25K+ 7.35% |
$138K - $147K
|
76.6K
$2.04M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5.14K+ 186.41% |
$136K - $144K
|
7.9K
$210K
|