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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.65K+ 6.85% |
$43.4K - $46K
|
25.7K
$682K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.63K+ 6.54% |
$42.9K - $45.5K
|
26.5K
$704K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.5KNew |
$39.6K - $41.9K
|
1.5K
$39.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.45K+ 3.72% |
$38.3K - $40.6K
|
40.5K
$1.08M
|
|
|
Oct 02, 2025
Q3 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.41K+ 5.72% |
$37.3K - $39.5K
|
26.2K
$695K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.4K+ 9.76% |
$37K - $39.2K
|
15.8K
$419K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.36K+ 23.2% |
$35.8K - $37.9K
|
7.2K
$191K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.32K+ 1.0% |
$34.7K - $36.8K
|
133K
$3.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.3K+ 1.77% |
$34.3K - $36.3K
|
74.8K
$1.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.24K+ 3.16% |
$32.7K - $34.6K
|
40.4K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.2K+ 2.47% |
$31.7K - $33.5K
|
49.9K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.2K+ 4.06% |
$31.6K - $33.5K
|
30.7K
$816K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.13K+ 3.02% |
$29.9K - $31.6K
|
38.7K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06K+ 2.39% |
$27.9K - $29.6K
|
45.4K
$1.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.04K+ 13.38% |
$27.5K - $29.1K
|
8.82K
$234K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.68% |
$26.9K - $28.5K
|
61.7K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1K+ 4.29% |
$26.4K - $28K
|
24.3K
$645K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
991+ 0.25% |
$26.1K - $27.7K
|
404K
$10.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
953+ 9.03% |
$25.1K - $26.6K
|
11.5K
$306K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
951+ 4.02% |
$25.1K - $26.6K
|
24.6K
$654K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
879+ 9.8% |
$23.2K - $24.6K
|
9.85K
$262K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
866+ 0.23% |
$22.8K - $24.2K
|
384K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
851+ 0.52% |
$22.4K - $23.8K
|
165K
$4.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
815+ 10.27% |
$21.5K - $22.8K
|
8.75K
$233K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
BUY
|
- |
784+ 0.43% |
$20.7K - $21.9K
|
184K
$4.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
782+ 5.6% |
$20.6K - $21.9K
|
14.7K
$392K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
753+ 3.19% |
$19.9K - $21K
|
24.4K
$648K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
724+ 1.93% |
$19.1K - $20.2K
|
38.3K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
705+ 0.81% |
$18.6K - $19.7K
|
87.9K
$2.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
644+ 0.31% |
$17K - $18K
|
208K
$5.53M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
617+ 19.4% |
$16.3K - $17.2K
|
3.8K
$101K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
608+ 0.89% |
$16K - $17K
|
68.9K
$1.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
580+ 4.44% |
$15.3K - $16.2K
|
13.6K
$362K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
577+ 2.57% |
$15.2K - $16.1K
|
23K
$611K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
529+ 0.6% |
$14K - $14.8K
|
88.8K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
528+ 4.63% |
$13.9K - $14.8K
|
11.9K
$317K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
505+ 0.06% |
$13.3K - $14.1K
|
843K
$22.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
504+ 3.3% |
$13.3K - $14.1K
|
15.8K
$420K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
489+ 17.62% |
$12.9K - $13.7K
|
3.26K
$86.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
479+ 5.4% |
$12.6K - $13.4K
|
9.35K
$249K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
477+ 41.19% |
$12.6K - $13.3K
|
1.64K
$43.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
471+ 0.95% |
$12.4K - $13.2K
|
50K
$1.33M
|