Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
681+ 4.83% |
$18.4K - $19.4K
|
14.8K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
675+ 3.86% |
$18.2K - $19.3K
|
18.1K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
672+ 4.61% |
$18.2K - $19.2K
|
15.2K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
645+ 4.27% |
$17.4K - $18.4K
|
15.7K
$427K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
643+ 0.79% |
$17.4K - $18.4K
|
82.1K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
635+ 2.61% |
$17.2K - $18.1K
|
24.9K
$676K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
631+ 4.16% |
$17K - $18K
|
15.8K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
627+ 0.18% |
$16.9K - $17.9K
|
354K
$9.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
624+ 1.98% |
$16.9K - $17.8K
|
32.1K
$871K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
623+ 2.85% |
$16.8K - $17.8K
|
22.5K
$609K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
621+ 3.96% |
$16.8K - $17.7K
|
16.3K
$442K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
615+ 1.28% |
$16.6K - $17.6K
|
48.6K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
587+ 1.64% |
$15.9K - $16.8K
|
36.4K
$987K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
585+ 0.52% |
$15.8K - $16.7K
|
113K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
580+ 0.18% |
$15.7K - $16.6K
|
323K
$8.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
557+ 0.82% |
$15K - $15.9K
|
68.8K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
545+ 1.9% |
$14.7K - $15.6K
|
29.3K
$793K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
542New |
$14.6K - $15.5K
|
542
$14.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
536+ 6.55% |
$14.5K - $15.3K
|
8.72K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
529+ 1.0% |
$14.3K - $15.1K
|
53.5K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
523+ 1.79% |
$14.1K - $14.9K
|
29.8K
$808K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
507+ 2.04% |
$13.7K - $14.5K
|
25.3K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
505+ 57.65% |
$13.6K - $14.4K
|
1.38K
$37.4K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
503+ 0.54% |
$13.6K - $14.4K
|
94.3K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
502+ 3.04% |
$13.6K - $14.3K
|
17K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
494+ 0.56% |
$13.3K - $14.1K
|
88.9K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
488+ 4.94% |
$13.2K - $13.9K
|
10.4K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
481+ 6.19% |
$13K - $13.7K
|
8.25K
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
479+ 2.0% |
$12.9K - $13.7K
|
24.4K
$661K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
465+ 3.52% |
$12.6K - $13.3K
|
13.7K
$371K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
453+ 1.45% |
$12.2K - $12.9K
|
31.7K
$859K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
450+ 3.3% |
$12.2K - $12.8K
|
14.1K
$381K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
447+ 1.6% |
$12.1K - $12.8K
|
28.3K
$767K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
444+ 0.06% |
$12K - $12.7K
|
690K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
424+ 1.86% |
$11.5K - $12.1K
|
23.3K
$630K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
416+ 1.5% |
$11.2K - $11.9K
|
28.1K
$762K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
416New |
$11.2K - $11.9K
|
416
$11.3K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
415+ 0.09% |
$11.2K - $11.8K
|
463K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
412+ 2.06% |
$11.1K - $11.8K
|
20.5K
$554K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
404+ 1.36% |
$10.9K - $11.5K
|
30K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
400+ 3.2% |
$10.8K - $11.4K
|
12.9K
$349K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
395+ 0.39% |
$10.7K - $11.3K
|
101K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
394+ 0.32% |
$10.6K - $11.2K
|
122K
$3.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
382+ 0.76% |
$10.3K - $10.9K
|
50.4K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
382+ 1.98% |
$10.3K - $10.9K
|
19.7K
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
367+ 2.71% |
$9.91K - $10.5K
|
13.9K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
364+ 0.12% |
$9.83K - $10.4K
|
300K
$8.11M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
362+ 2.11% |
$9.78K - $10.3K
|
17.5K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
360+ 1.37% |
$9.72K - $10.3K
|
26.6K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
341+ 25.13% |
$9.21K - $9.73K
|
1.7K
$46K
|