Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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
Aug 05, 2025 Q2 2025
Csenge Advisory Group

BUY
 -
1.08K
+ 0.63%
$26.1K - $30K
173K $4.74M
Aug 14, 2025 Q2 2025
Aprio Wealth Management, LLC

BUY
 -
1.07K
+ 1.28%
$26.1K - $29.9K
84.8K $2.33M
Aug 04, 2025 Q2 2025
Frg Family Wealth Advisors LLC

BUY
 -
1.07K
+ 0.3%
$25.9K - $29.7K
355K $9.76M
Aug 12, 2025 Q2 2025
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
1.06K
+ 0.81%
$25.8K - $29.6K
132K $3.62M
Aug 11, 2025 Q2 2025
Covestor LTD

Boston, MA
BUY
 -
1.04K
+ 140.54%
$25.3K - $29K
1.78K $48.9K
Jul 16, 2025 Q2 2025
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
1.03K
+ 12.92%
$24.9K - $28.6K
8.96K $246K
Jul 10, 2025 Q2 2025
Sharkey, Howes & Javer

BUY
 -
1.02K
+ 4.19%
$24.7K - $28.3K
25.3K $694K
Aug 14, 2025 Q2 2025
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
1.02K
+ 1.01%
$24.7K - $28.3K
102K $2.81M
Jul 30, 2025 Q2 2025
Studio Investment Management LLC

Chicago, IL
BUY
 -
1.02K
+ 8.17%
$24.7K - $28.3K
13.5K $370K
Jul 08, 2025 Q2 2025
Baker Ellis Asset Management LLC

BUY
 -
999
+ 0.25%
$24.3K - $27.8K
399K $11M
Jul 01, 2025 Q2 2025
Harbor Investment Advisory, LLC

BUY
 -
965
+ 7.39%
$23.5K - $26.9K
14K $385K
Jul 31, 2025 Q2 2025
Delta Investment Management, LLC

BUY
 -
953
+ 10.96%
$23.2K - $26.6K
9.65K $265K
Aug 14, 2025 Q2 2025
Heritage Wealth Management, Inc.

Cincinnati, OH
BUY
 -
950
+ 6.63%
$23.1K - $26.5K
15.3K $420K
Jul 18, 2025 Q2 2025
Trust CO Of Vermont

BUY
 -
949
+ 10.21%
$23.1K - $26.4K
10.2K $282K
Jul 10, 2025 Q2 2025
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
938
+ 476.14%
$22.8K - $26.1K
1.14K $31.2K
Aug 12, 2025 Q2 2025
Archer Investment Corp

BUY
 -
929
+ 13.02%
$22.6K - $25.9K
8.06K $222K
Aug 14, 2025 Q2 2025
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
928
+ 4.88%
$22.6K - $25.9K
20K $548K
Jul 25, 2025 Q2 2025
Tranquility Partners, LLC

BUY
 -
919
+ 4.72%
$22.4K - $25.6K
20.4K $560K
Jul 09, 2025 Q2 2025
Seneca House Advisors

BUY
 -
909
+ 4.97%
$22.1K - $25.3K
19.2K $527K
Jul 15, 2025 Q2 2025
Financial Management Professionals, Inc.

BUY
 -
907
+ 241.87%
$22.1K - $25.3K
1.28K $35.2K
Jul 09, 2025 Q2 2025
Life Plan Financial, LLC

Mankato, MN
BUY
 -
875
+ 3.66%
$21.3K - $24.4K
24.8K $682K
Jul 16, 2025 Q2 2025
Embree Financial Group

Chicago, IL
BUY
 -
875
+ 1.34%
$21.3K - $24.4K
65.9K $1.81M
Aug 13, 2025 Q2 2025
Wills Financial Group LLC

Richmond, VA
BUY
 -
865
+ 1.44%
$21K - $24.1K
60.7K $1.67M
Jul 09, 2025 Q2 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
860
+ 3.06%
$20.9K - $24K
28.9K $795K
Aug 12, 2025 Q2 2025
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
855
+ 4.5%
$20.8K - $23.8K
19.9K $546K
Jul 31, 2025 Q2 2025
Chilton Capital Management LLC

Houston, TX
BUY
 -
850
New
$20.7K - $23.7K
850 $23.4K
Jul 15, 2025 Q2 2025
Plancorp, LLC

BUY
 -
825
+ 0.31%
$20.1K - $23K
270K $7.41M
Aug 13, 2025 Q2 2025
Capital Advisors Wealth Management, LLC

BUY
 -
821
+ 3.6%
$20K - $22.9K
23.6K $650K
Aug 06, 2025 Q2 2025
Outfitter Financial LLC

BUY
 -
750
+ 1.35%
$18.2K - $20.9K
56.5K $1.55M
Jul 17, 2025 Q2 2025
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
749
+ 10.42%
$18.2K - $20.9K
7.94K $218K
Jul 15, 2025 Q2 2025
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
733
+ 4.46%
$17.8K - $20.4K
17.2K $471K
Jul 23, 2025 Q2 2025
Element Wealth, LLC

BUY
 -
719
+ 5.28%
$17.5K - $20K
14.3K $394K
Aug 05, 2025 Q2 2025
Next Capital Management LLC

BUY
 -
717
+ 1.87%
$17.4K - $20K
39K $1.07M
Jul 21, 2025 Q2 2025
Hilltop National Bank

Casper, WY
BUY
 -
716
+ 1.61%
$17.4K - $20K
45.2K $1.24M
Jul 11, 2025 Q2 2025
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
711
+ 6.74%
$17.3K - $19.8K
11.3K $309K
Aug 07, 2025 Q2 2025
Fagan Associates, Inc.

BUY
 -
704
+ 0.4%
$17.1K - $19.6K
177K $4.86M
Jul 15, 2025 Q2 2025
Chb Investment Group, LLC

New Hope, PA
BUY
 -
693
+ 0.73%
$16.9K - $19.3K
96.2K $2.64M
Jul 09, 2025 Q2 2025
Bank Of New Hampshire

BUY
 -
690
+ 2.26%
$16.8K - $19.2K
31.3K $860K
Aug 14, 2025 Q2 2025
Valley Forge Investment Consultants Inc Adv

BUY
 -
681
+ 0.5%
$16.6K - $19K
138K $3.79M
Jul 25, 2025 Q2 2025
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
669
+ 0.86%
$16.3K - $18.6K
78.8K $2.17M
Jul 14, 2025 Q2 2025
Proathlete Wealth Management LLC

Boca Raton, FL
BUY
 -
645
+ 1573.17%
$15.7K - $18K
686 $18.9K
Jul 31, 2025 Q2 2025
Perissos Private Wealth Management, LLC

Bethany, OK
BUY
 -
608
+ 2.4%
$14.8K - $16.9K
25.9K $713K
Aug 15, 2025 Q2 2025
Second Line Capital, LLC

Metairie, LA
BUY
 -
600
+ 7.27%
$14.6K - $16.7K
8.85K $243K
Aug 14, 2025 Q2 2025
Financial Advisory Service, Inc.

BUY
 -
596
+ 1.69%
$14.5K - $16.6K
35.8K $984K
Aug 04, 2025 Q2 2025
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
594
+ 0.82%
$14.4K - $16.6K
73.5K $2.02M
Jul 10, 2025 Q2 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
590
+ 0.2%
$14.3K - $16.4K
290K $7.98M
Jul 28, 2025 Q2 2025
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
585
+ 2.58%
$14.2K - $16.3K
23.3K $640K
Aug 05, 2025 Q2 2025
Sp Asset Management LLC

Cupertino, CA
BUY
 -
577
+ 2.51%
$14K - $16.1K
23.6K $649K
Jul 11, 2025 Q2 2025
Myecfo, LLC

La Jolla, CA
BUY
 -
572
+ 0.68%
$13.9K - $15.9K
85K $2.34M

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