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 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.7K+ 7.42% |
$65.6K - $75.1K
|
39K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.67K+ 21.62% |
$64.9K - $74.3K
|
15K
$412K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
2.64K+ 19.71% |
$64.2K - $73.6K
|
16K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.64K+ 28.43% |
$64.2K - $73.6K
|
11.9K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.64K+ 17.75% |
$64.1K - $73.4K
|
17.5K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.59K+ 25.96% |
$63.1K - $72.3K
|
12.6K
$346K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.59K+ 2.47% |
$63K - $72.2K
|
108K
$2.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.57K+ 11.78% |
$62.6K - $71.7K
|
24.4K
$671K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.57KNew |
$62.4K - $71.5K
|
2.57K
$70.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 244.29% |
$62.4K - $71.5K
|
3.62K
$99.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
2.55K+ 28.3% |
$62K - $71K
|
11.6K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 1.64% |
$61.9K - $70.9K
|
158K
$4.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.54K+ 14.95% |
$61.7K - $70.7K
|
19.5K
$536K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
2.52K+ 4.42% |
$61.3K - $70.2K
|
59.5K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.51K+ 186.89% |
$61K - $69.9K
|
3.85K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.49K+ 3.68% |
$60.6K - $69.4K
|
70.2K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.48K+ 3.09% |
$60.2K - $69K
|
82.5K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.47K+ 18.24% |
$59.9K - $68.7K
|
16K
$439K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.45K+ 0.68% |
$59.5K - $68.2K
|
363K
$9.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.42K+ 0.64% |
$58.8K - $67.4K
|
380K
$10.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 4.41% |
$58.3K - $66.9K
|
56.8K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.37K+ 2.64% |
$57.6K - $66K
|
92.3K
$2.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 1.43% |
$56.3K - $64.5K
|
164K
$4.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.31K+ 1.99% |
$56.2K - $64.4K
|
118K
$3.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2.27K+ 7.38% |
$55.1K - $63.1K
|
32.9K
$905K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.24K+ 42.3% |
$54.4K - $62.4K
|
7.53K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.23K+ 2.38% |
$54.3K - $62.2K
|
96.1K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.22K+ 5.97% |
$54.1K - $62K
|
39.5K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
2.22K+ 3.63% |
$54.1K - $62K
|
63.5K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.22K+ 9.79% |
$53.9K - $61.8K
|
24.9K
$684K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.15K+ 0.87% |
$52.2K - $59.9K
|
249K
$6.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.14K+ 3.26% |
$52.1K - $59.7K
|
68K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.12K+ 56.69% |
$51.4K - $58.9K
|
5.85K
$161K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.07K+ 6890.0% |
$50.3K - $57.6K
|
2.1K
$57.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.06K+ 1.86% |
$50.2K - $57.5K
|
113K
$3.11M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.06K+ 2.91% |
$50K - $57.3K
|
72.6K
$2M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.06K+ 16.91% |
$50K - $57.3K
|
14.2K
$390K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.05K+ 8.2% |
$49.7K - $57K
|
27K
$742K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2K+ 5.6% |
$48.6K - $55.7K
|
37.7K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.97K+ 3.66% |
$47.8K - $54.8K
|
55.7K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.93K+ 1.8% |
$46.8K - $53.6K
|
109K
$2.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.9K+ 17.7% |
$46.2K - $53K
|
12.6K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.89K+ 5.83% |
$46.1K - $52.8K
|
34.4K
$944K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.89K+ 6.42% |
$46K - $52.7K
|
31.4K
$862K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.89K+ 20.09% |
$45.9K - $52.6K
|
11.3K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.88K+ 5.26% |
$45.6K - $52.3K
|
37.6K
$1.03M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.86K+ 1.98% |
$45.2K - $51.8K
|
95.9K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.86K+ 0.51% |
$45.1K - $51.7K
|
364K
$10M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.85K+ 8.03% |
$44.9K - $51.4K
|
24.8K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.85K+ 4.5% |
$44.9K - $51.4K
|
42.9K
$1.18M
|