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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
99+ 0.99% |
$2.41K - $2.76K
|
10.1K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
97+ 0.94% |
$2.36K - $2.7K
|
10.4K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
97+ 0.98% |
$2.36K - $2.7K
|
10K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
97+ 0.96% |
$2.36K - $2.7K
|
10.2K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
96+ 0.2% |
$2.33K - $2.68K
|
47.4K
$1.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
95+ 0.99% |
$2.31K - $2.65K
|
9.74K
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
94+ 2.64% |
$2.29K - $2.62K
|
3.66K
$100K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
89+ 0.93% |
$2.16K - $2.48K
|
9.66K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
85New |
$2.07K - $2.37K
|
85
$2.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
85+ 0.78% |
$2.07K - $2.37K
|
11K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
83+ 0.2% |
$2.02K - $2.31K
|
42.5K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
83+ 0.98% |
$2.02K - $2.31K
|
8.56K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
80+ 0.96% |
$1.95K - $2.23K
|
8.42K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
79+ 0.34% |
$1.92K - $2.2K
|
23.4K
$642K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
77+ 0.33% |
$1.87K - $2.15K
|
23.2K
$637K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
74+ 0.68% |
$1.8K - $2.06K
|
10.9K
$300K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
73+ 0.76% |
$1.78K - $2.03K
|
9.73K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 0.34% |
$1.7K - $1.95K
|
20.5K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
70New |
$1.7K - $1.95K
|
70
$1.92K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
66+ 0.25% |
$1.61K - $1.84K
|
26.4K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64+ 0.65% |
$1.56K - $1.78K
|
9.86K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
62New |
$1.51K - $1.73K
|
62
$1.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
62+ 0.79% |
$1.51K - $1.73K
|
7.93K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
61+ 0.03% |
$1.48K - $1.7K
|
180K
$4.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
61+ 0.66% |
$1.48K - $1.7K
|
9.25K
$254K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
60New |
$1.46K - $1.67K
|
60
$1.65K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
58+ 0.14% |
$1.41K - $1.62K
|
40.2K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
52+ 0.17% |
$1.26K - $1.45K
|
31.1K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
52+ 0.25% |
$1.26K - $1.45K
|
20.5K
$564K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.27% |
$1.22K - $1.39K
|
18.3K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 0.48% |
$1.22K - $1.39K
|
10.6K
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
46+ 0.37% |
$1.12K - $1.28K
|
12.3K
$339K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
44+ 0.16% |
$1.07K - $1.23K
|
28.3K
$777K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
44+ 0.17% |
$1.07K - $1.23K
|
26.2K
$721K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
39+ 0.14% |
$948 - $1.09K
|
27K
$741K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
38+ 0.5% |
$924 - $1.06K
|
7.58K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
38+ 6.33% |
$924 - $1.06K
|
638
$17.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
37+ 1.91% |
$900 - $1.03K
|
1.97K
$54.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
36+ 0.01% |
$876 - $1K
|
343K
$9.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
32+ 0.25% |
$778 - $892
|
12.8K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
30+ 43.48% |
$730 - $836
|
99
$2.72K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
30+ 83.33% |
$730 - $836
|
66
$1.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28New |
$681 - $780
|
28
$769
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
27+ 0.61% |
$657 - $752
|
4.42K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
26+ 0.28% |
$632 - $725
|
9.34K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
25+ 0.1% |
$608 - $697
|
26.1K
$717K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
24+ 0.04% |
$584 - $669
|
59.6K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23+ 0.19% |
$559 - $641
|
11.9K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
21+ 0.97% |
$511 - $585
|
2.19K
$60.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20+ 24.39% |
$486 - $557
|
102
$2.8K
|