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 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
26+ 0.33% |
$686 - $727
|
7.92K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.03% |
$475 - $503
|
56.4K
$1.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16+ 0.1% |
$422 - $447
|
15.7K
$416K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14+ 0.43% |
$369 - $391
|
3.3K
$87.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.08% |
$264 - $280
|
13.1K
$349K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
9+ 0.46% |
$237 - $252
|
1.98K
$52.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
7+ 0.04% |
$185 - $196
|
15.8K
$421K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
5+ 0.36% |
$132 - $140
|
1.39K
$37K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.91% |
$132 - $140
|
553
$14.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 1.4% |
$79.1 - $83.9
|
217
$5.77K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$52.8 - $55.9
|
17.9K
$475K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 2.33% |
$26.4 - $28
|
44
$1.17K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 50.0% |
$26.4 - $28
|
3
$79.7
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 1.52% |
$26.4 - $28
|
67
$1.78K
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1+ 0.01% |
$26.4 - $28
|
14K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 0.1% |
$554 - $587
|
21.4K
$567K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-25- 0.17% |
$660 - $699
|
14.4K
$381K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-27- 0.28% |
$712 - $755
|
9.62K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-44- 1.2% |
$1.16K - $1.23K
|
3.62K
$96.1K
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-51- 0.23% |
$1.35K - $1.43K
|
21.9K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-60- 0.51% |
$1.58K - $1.68K
|
11.7K
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-66- 0.54% |
$1.74K - $1.84K
|
12.1K
$321K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-69- 0.02% |
$1.82K - $1.93K
|
309K
$8.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-120- 1.51% |
$3.17K - $3.35K
|
7.82K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-121- 0.95% |
$3.19K - $3.38K
|
12.6K
$336K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-138- 0.57% |
$3.64K - $3.86K
|
23.9K
$636K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-143- 0.42% |
$3.77K - $4K
|
34K
$905K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-146- 0.18% |
$3.85K - $4.08K
|
81.3K
$2.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-154- 0.94% |
$4.06K - $4.3K
|
16.2K
$430K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-156- 0.04% |
$4.12K - $4.36K
|
377K
$10M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-167- 16.77% |
$4.41K - $4.67K
|
829
$22K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-187- 1.22% |
$4.93K - $5.23K
|
15.1K
$401K
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-197- 0.08% |
$5.2K - $5.51K
|
232K
$6.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-199- 0.92% |
$5.25K - $5.56K
|
21.5K
$571K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-216- 2.64% |
$5.7K - $6.04K
|
7.98K
$212K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-222- 3.24% |
$5.86K - $6.2K
|
6.63K
$176K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-225- 2.51% |
$5.94K - $6.29K
|
8.74K
$232K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-239- 1.29% |
$6.3K - $6.68K
|
18.3K
$485K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-240- 2.28% |
$6.33K - $6.71K
|
10.3K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-253- 0.49% |
$6.67K - $7.07K
|
51.1K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-269- 0.74% |
$7.1K - $7.52K
|
36.2K
$963K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-272- 2.26% |
$7.18K - $7.6K
|
11.8K
$313K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-298- 3.73% |
$7.86K - $8.33K
|
7.7K
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-300- 3.9% |
$7.91K - $8.39K
|
7.4K
$197K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-300- 0.41% |
$7.91K - $8.39K
|
72.3K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-311- 2.38% |
$8.2K - $8.69K
|
12.8K
$339K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-322- 0.26% |
$8.49K - $9K
|
121K
$3.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-333- 5.0% |
$8.78K - $9.31K
|
6.33K
$168K
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-333- 4.03% |
$8.78K - $9.31K
|
7.94K
$211K
|