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 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
262+ 1.05% |
$6.37K - $7.3K
|
25.2K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
252+ 1.29% |
$6.13K - $7.02K
|
19.9K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
250+ 173.61% |
$6.08K - $6.97K
|
394
$10.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
243+ 1.77% |
$5.91K - $6.77K
|
14K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
233+ 1.04% |
$5.67K - $6.49K
|
22.7K
$624K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
219New |
$5.33K - $6.1K
|
219
$6.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
216+ 1.5% |
$5.25K - $6.02K
|
14.7K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
212+ 0.98% |
$5.16K - $5.91K
|
21.8K
$598K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
208+ 32.81% |
$5.06K - $5.8K
|
842
$23.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 31.75% |
$4.86K - $5.57K
|
830
$22.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
195+ 0.73% |
$4.74K - $5.43K
|
26.8K
$737K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
194+ 0.9% |
$4.72K - $5.41K
|
21.8K
$600K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
188+ 17.44% |
$4.57K - $5.24K
|
1.27K
$34.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
185+ 0.77% |
$4.5K - $5.16K
|
24.1K
$662K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
184+ 1.88% |
$4.47K - $5.13K
|
9.98K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
176+ 0.16% |
$4.28K - $4.91K
|
109K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
171+ 0.37% |
$4.16K - $4.77K
|
46.9K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
170+ 0.98% |
$4.13K - $4.74K
|
17.5K
$480K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
170+ 0.72% |
$4.13K - $4.74K
|
23.7K
$650K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
170+ 0.66% |
$4.13K - $4.74K
|
25.8K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
168+ 0.49% |
$4.09K - $4.68K
|
34.2K
$939K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
168+ 0.18% |
$4.09K - $4.68K
|
91K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
167New |
$4.06K - $4.65K
|
167
$4.59K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
166+ 20.0% |
$4.04K - $4.63K
|
996
$27.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
160+ 0.98% |
$3.89K - $4.46K
|
16.5K
$452K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
157+ 0.4% |
$3.82K - $4.38K
|
39.1K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
153+ 0.3% |
$3.72K - $4.26K
|
51.6K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
152+ 0.57% |
$3.7K - $4.24K
|
26.6K
$732K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
150+ 15.87% |
$3.65K - $4.18K
|
1.1K
$30.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
149+ 0.53% |
$3.62K - $4.15K
|
28.1K
$773K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
140+ 1.46% |
$3.4K - $3.9K
|
9.71K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
139+ 0.82% |
$3.38K - $3.87K
|
17K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
138+ 0.95% |
$3.36K - $3.85K
|
14.7K
$404K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
132+ 0.18% |
$3.21K - $3.68K
|
71.6K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
132+ 0.41% |
$3.21K - $3.68K
|
32.3K
$889K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
130+ 0.18% |
$3.16K - $3.62K
|
73.5K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
129+ 0.98% |
$3.14K - $3.6K
|
13.4K
$367K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
128+ 1.48% |
$3.11K - $3.57K
|
8.76K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
124+ 9.72% |
$3.02K - $3.46K
|
1.4K
$38.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
123+ 1.03% |
$2.99K - $3.43K
|
12K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
123+ 0.4% |
$2.99K - $3.43K
|
30.6K
$840K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
119+ 0.52% |
$2.89K - $3.32K
|
23.1K
$635K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
110+ 0.98% |
$2.68K - $3.07K
|
11.3K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
110+ 0.04% |
$2.68K - $3.07K
|
249K
$6.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
105+ 0.51% |
$2.55K - $2.93K
|
20.9K
$574K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
105+ 0.06% |
$2.55K - $2.93K
|
167K
$4.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
105+ 0.98% |
$2.55K - $2.93K
|
10.8K
$297K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
100+ 1.26% |
$2.43K - $2.79K
|
8.04K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 2.68% |
$2.43K - $2.79K
|
3.83K
$105K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
99+ 0.56% |
$2.41K - $2.76K
|
17.7K
$485K
|