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 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
570+ 7.92% |
$13.9K - $15.9K
|
7.77K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
566+ 33.33% |
$13.8K - $15.8K
|
2.26K
$62.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
565New |
$13.7K - $15.7K
|
565
$15.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
563+ 0.5% |
$13.7K - $15.7K
|
113K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
560+ 6.4% |
$13.6K - $15.6K
|
9.32K
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
554+ 3.79% |
$13.5K - $15.4K
|
15.2K
$417K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
549+ 10.37% |
$13.4K - $15.3K
|
5.84K
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
548+ 0.31% |
$13.3K - $15.3K
|
177K
$4.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
546+ 0.9% |
$13.3K - $15.2K
|
61.4K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
532+ 23.89% |
$12.9K - $14.8K
|
2.76K
$75.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
519+ 3.29% |
$12.6K - $14.5K
|
16.3K
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
513+ 1.14% |
$12.5K - $14.3K
|
45.4K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
508+ 0.81% |
$12.4K - $14.2K
|
63.5K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
507+ 12.2% |
$12.3K - $14.1K
|
4.66K
$128K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
506+ 4.63% |
$12.3K - $14.1K
|
11.4K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
506+ 0.24% |
$12.3K - $14.1K
|
214K
$5.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
483+ 3.22% |
$11.7K - $13.5K
|
15.5K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
477+ 0.73% |
$11.6K - $13.3K
|
65.9K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
467+ 57.3% |
$11.4K - $13K
|
1.28K
$35.2K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
450New |
$10.9K - $12.5K
|
450
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
440+ 3.43% |
$10.7K - $12.3K
|
13.3K
$365K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
437+ 2.88% |
$10.6K - $12.2K
|
15.6K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
437+ 1.5% |
$10.6K - $12.2K
|
29.6K
$813K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
432New |
$10.5K - $12K
|
432
$11.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
420+ 0.83% |
$10.2K - $11.7K
|
51K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
406+ 3.59% |
$9.87K - $11.3K
|
11.7K
$322K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
404+ 2.0% |
$9.83K - $11.3K
|
20.6K
$567K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
400+ 1.11% |
$9.73K - $11.1K
|
36.5K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400New |
$9.73K - $11.1K
|
400
$11K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
390+ 0.08% |
$9.48K - $10.9K
|
510K
$14M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
389+ 1.19% |
$9.46K - $10.8K
|
33.1K
$910K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
383+ 0.34% |
$9.31K - $10.7K
|
113K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
380+ 0.25% |
$9.24K - $10.6K
|
152K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
375+ 1.51% |
$9.12K - $10.5K
|
25.2K
$691K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
375+ 4.64% |
$9.12K - $10.5K
|
8.46K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
373+ 0.03% |
$9.07K - $10.4K
|
1.22M
$33.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
364+ 0.25% |
$8.85K - $10.1K
|
146K
$4.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
363+ 1.49% |
$8.83K - $10.1K
|
24.8K
$681K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
362+ 24.1% |
$8.8K - $10.1K
|
1.86K
$51.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
359+ 44.21% |
$8.73K - $10K
|
1.17K
$32.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
339+ 0.76% |
$8.24K - $9.45K
|
44.9K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
337+ 1.89% |
$8.2K - $9.39K
|
18.2K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
332+ 4.33% |
$8.07K - $9.25K
|
8K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
319+ 1.5% |
$7.76K - $8.89K
|
21.6K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
319+ 0.36% |
$7.76K - $8.89K
|
89.3K
$2.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
302+ 1.21% |
$7.34K - $8.42K
|
25.3K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
300+ 25.17% |
$7.3K - $8.36K
|
1.49K
$41K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
271+ 11.06% |
$6.59K - $7.55K
|
2.72K
$74.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
269+ 3.51% |
$6.54K - $7.5K
|
7.94K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
267+ 0.62% |
$6.49K - $7.44K
|
43.1K
$1.18M
|