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 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
347+ 0.89% |
$9.15K - $9.7K
|
39.4K
$1.05M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
335+ 2.66% |
$8.84K - $9.36K
|
13K
$344K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
312+ 1.43% |
$8.23K - $8.72K
|
22.1K
$588K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
286+ 1.67% |
$7.54K - $7.99K
|
17.4K
$463K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
261+ 1.79% |
$6.89K - $7.29K
|
14.8K
$394K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
261+ 0.19% |
$6.89K - $7.29K
|
140K
$3.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
257+ 0.2% |
$6.78K - $7.18K
|
128K
$3.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
254+ 1.24% |
$6.7K - $7.1K
|
20.8K
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
232+ 0.06% |
$6.12K - $6.48K
|
421K
$11.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
227+ 1.4% |
$5.99K - $6.34K
|
16.4K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
208+ 1.79% |
$5.49K - $5.81K
|
11.8K
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
201New |
$5.3K - $5.62K
|
201
$5.34K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
188+ 1.53% |
$4.96K - $5.25K
|
12.5K
$332K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
184+ 12.42% |
$4.85K - $5.14K
|
1.67K
$44.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
181New |
$4.77K - $5.06K
|
181
$4.81K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
178+ 14.3% |
$4.7K - $4.98K
|
1.42K
$37.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
175+ 0.96% |
$4.62K - $4.89K
|
18.4K
$488K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
168+ 0.96% |
$4.43K - $4.7K
|
17.6K
$468K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
166+ 0.47% |
$4.38K - $4.64K
|
35.3K
$939K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
166+ 0.13% |
$4.38K - $4.64K
|
130K
$3.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
165New |
$4.35K - $4.61K
|
165
$4.38K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
164+ 1.62% |
$4.33K - $4.58K
|
10.3K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
157+ 0.37% |
$4.14K - $4.39K
|
43K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
150+ 1.9% |
$3.96K - $4.19K
|
8.06K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
147+ 0.52% |
$3.88K - $4.11K
|
28.3K
$751K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
136+ 0.93% |
$3.59K - $3.8K
|
14.8K
$394K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
115+ 0.45% |
$3.03K - $3.21K
|
25.8K
$686K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
97+ 0.97% |
$2.56K - $2.71K
|
10.1K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
96+ 0.63% |
$2.53K - $2.68K
|
15.4K
$409K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
90+ 0.76% |
$2.37K - $2.52K
|
12K
$318K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
85+ 0.46% |
$2.24K - $2.38K
|
18.6K
$494K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
84+ 0.84% |
$2.22K - $2.35K
|
10.1K
$267K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
78+ 0.85% |
$2.06K - $2.18K
|
9.22K
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
75+ 0.97% |
$1.98K - $2.1K
|
7.85K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
75+ 0.95% |
$1.98K - $2.1K
|
7.93K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
66+ 0.8% |
$1.74K - $1.84K
|
8.33K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
65+ 0.3% |
$1.71K - $1.82K
|
21.9K
$582K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
62+ 0.17% |
$1.64K - $1.73K
|
36.3K
$965K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
58+ 0.57% |
$1.53K - $1.62K
|
10.3K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
58+ 0.34% |
$1.53K - $1.62K
|
17.4K
$462K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
57+ 0.14% |
$1.5K - $1.59K
|
40.3K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
55+ 0.72% |
$1.45K - $1.54K
|
7.73K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
51+ 4.03% |
$1.35K - $1.43K
|
1.32K
$35K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
43+ 0.16% |
$1.13K - $1.2K
|
26.1K
$694K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
41+ 0.97% |
$1.08K - $1.15K
|
4.26K
$113K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
39+ 0.2% |
$1.03K - $1.09K
|
19.2K
$511K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
36+ 0.28% |
$950 - $1.01K
|
12.9K
$342K
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
35+ 0.46% |
$923 - $978
|
7.72K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
29+ 0.19% |
$765 - $811
|
15.2K
$403K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
28+ 0.95% |
$739 - $783
|
2.98K
$79K
|