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
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.04K+ 1.62% |
$106K - $113K
|
254K
$6.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.9K+ 40.34% |
$103K - $109K
|
13.6K
$360K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
3.87K+ 2.5% |
$102K - $108K
|
159K
$4.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.86K+ 8.39% |
$102K - $108K
|
49.9K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.84K+ 3.89% |
$101K - $107K
|
103K
$2.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.82K+ 3.52% |
$101K - $107K
|
112K
$2.99M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
3.75K+ 3.91% |
$98.9K - $105K
|
99.6K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.72K+ 9.33% |
$98.1K - $104K
|
43.6K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.71K+ 1.02% |
$97.8K - $104K
|
366K
$9.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.66KNew |
$96.6K - $102K
|
3.66K
$97.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.6K+ 39.78% |
$95K - $101K
|
12.7K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.48K+ 6.58% |
$91.8K - $97.3K
|
56.4K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.43K+ 3.93% |
$90.6K - $96K
|
90.7K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.11K+ 14.28% |
$82K - $86.9K
|
24.9K
$661K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.08K+ 8.97% |
$81.3K - $86.1K
|
37.4K
$995K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.02K+ 11.94% |
$79.6K - $84.4K
|
28.3K
$752K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.01KNew |
$79.3K - $84K
|
3.01K
$79.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.99K+ 3.16% |
$79K - $83.7K
|
97.7K
$2.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.77K+ 2.12% |
$72.9K - $77.3K
|
133K
$3.53M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.75K+ 2.98% |
$72.4K - $76.7K
|
94.8K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.71K+ 5.4% |
$71.6K - $75.9K
|
52.9K
$1.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.64KNew |
$69.5K - $73.6K
|
2.64K
$70K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.59K+ 17.55% |
$68.3K - $72.4K
|
17.3K
$461K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.58K+ 1.23% |
$68K - $72.1K
|
213K
$5.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.57K+ 1.03% |
$67.8K - $71.8K
|
251K
$6.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.51K+ 1.76% |
$66.1K - $70K
|
145K
$3.84M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.5K+ 3.56% |
$66K - $69.9K
|
72.8K
$1.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.49K+ 0.7% |
$65.8K - $69.7K
|
358K
$9.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.47K+ 0.29% |
$65.2K - $69.1K
|
868K
$23.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.47K+ 2.56% |
$65.2K - $69.1K
|
99K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.46K+ 17.53% |
$64.8K - $68.7K
|
16.5K
$438K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.45K+ 1.69% |
$64.7K - $68.6K
|
148K
$3.93M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.37K+ 3.66% |
$62.4K - $66.1K
|
67K
$1.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.35KNew |
$62K - $65.7K
|
2.35K
$62.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.32K+ 0.66% |
$61.2K - $64.8K
|
351K
$9.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.21K+ 2.74% |
$58.4K - $61.8K
|
82.8K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.19K+ 1.22% |
$57.7K - $61.2K
|
182K
$4.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.16K+ 9.7% |
$57.1K - $60.5K
|
24.5K
$650K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.14K+ 5.07% |
$56.5K - $59.8K
|
44.4K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.07K+ 118.43% |
$54.6K - $57.8K
|
3.82K
$101K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.98K+ 4.99% |
$52.2K - $55.3K
|
41.6K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.95K+ 1.39% |
$51.4K - $54.5K
|
142K
$3.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.94K+ 2.28% |
$51.1K - $54.1K
|
86.9K
$2.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 1.5% |
$49.8K - $52.8K
|
128K
$3.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.88K+ 1.33% |
$49.6K - $52.5K
|
143K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.88K+ 1.4% |
$49.5K - $52.5K
|
136K
$3.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.85KNew |
$48.8K - $51.7K
|
1.85K
$49.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.85K+ 19.76% |
$48.8K - $51.7K
|
11.2K
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 9.18% |
$48.4K - $51.3K
|
21.8K
$580K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.78K+ 10.17% |
$46.9K - $49.7K
|
19.3K
$512K
|