Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
38.9MNew |
$946M - $1.08B
|
38.9M
$1.05B
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
862KNew |
$21M - $24M
|
862K
$23.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
413K+ 3.54% |
$10M - $11.5M
|
12.1M
$327M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
356K+ 8.48% |
$8.67M - $9.93M
|
4.56M
$124M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
319K+ 56.55% |
$7.76M - $8.89M
|
883K
$23.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
232KNew |
$5.64M - $6.46M
|
232K
$6.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
212K+ 37.62% |
$5.15M - $5.9M
|
775K
$21M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
189K+ 5.3% |
$4.61M - $5.28M
|
3.76M
$102M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
184K+ 83.39% |
$4.47M - $5.13M
|
404K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
167KNew |
$4.05M - $4.64M
|
167K
$4.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
154K+ 64.11% |
$3.75M - $4.3M
|
395K
$10.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
152K+ 26.42% |
$3.7M - $4.25M
|
729K
$19.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
151K+ 17.63% |
$3.66M - $4.19M
|
1M
$27.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
127KNew |
$3.1M - $3.55M
|
127K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
122KNew |
$2.97M - $3.41M
|
122K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
119K+ 30.02% |
$2.9M - $3.32M
|
516K
$14M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
119KNew |
$2.88M - $3.31M
|
119K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
119K+ 31.21% |
$2.88M - $3.3M
|
498K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
118KNew |
$2.87M - $3.29M
|
118K
$3.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
114K+ 8.13% |
$2.78M - $3.19M
|
1.52M
$41.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
112K+ 306.07% |
$2.71M - $3.11M
|
148K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99.4K+ 11.2% |
$2.42M - $2.77M
|
987K
$26.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89.1K+ 12.72% |
$2.17M - $2.48M
|
789K
$21.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
88.4K+ 5.11% |
$2.15M - $2.46M
|
1.82M
$49.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
77.8K+ 17.63% |
$1.89M - $2.17M
|
519K
$14.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
70.1K+ 6.21% |
$1.7M - $1.95M
|
1.2M
$32.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
59.2K+ 3.75% |
$1.44M - $1.65M
|
1.64M
$44.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
58.3KNew |
$1.42M - $1.62M
|
58.3K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
51K+ 5.68% |
$1.24M - $1.42M
|
950K
$25.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
49.3K+ 41.0% |
$1.2M - $1.37M
|
169K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
46.9KNew |
$1.14M - $1.31M
|
46.9K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
46.2K+ 30.31% |
$1.12M - $1.29M
|
199K
$5.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
45.5K+ 5.0% |
$1.11M - $1.27M
|
956K
$25.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
45.5K+ 12.73% |
$1.11M - $1.27M
|
403K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
44.5K+ 10.27% |
$1.08M - $1.24M
|
478K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41KNew |
$997K - $1.14M
|
41K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
39.5K+ 6.66% |
$961K - $1.1M
|
633K
$17.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39.3K+ 6.55% |
$955K - $1.09M
|
639K
$17.3M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
37.9K+ 12.04% |
$922K - $1.06M
|
353K
$9.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
37.5KNew |
$912K - $1.05M
|
37.5K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
32.6K+ 14.0% |
$793K - $909K
|
266K
$7.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
32.6K+ 11.75% |
$792K - $908K
|
310K
$8.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31K+ 32.45% |
$754K - $864K
|
127K
$3.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.4K+ 9.59% |
$740K - $848K
|
348K
$9.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
30.3K+ 3.51% |
$737K - $845K
|
895K
$24.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
30.3K+ 7.94% |
$737K - $845K
|
412K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
29.9K+ 5.39% |
$728K - $835K
|
586K
$15.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29.9K+ 366.56% |
$727K - $833K
|
38K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
29.4K+ 12.2% |
$714K - $819K
|
270K
$7.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.5K+ 9.2% |
$670K - $768K
|
327K
$8.86M
|