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 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.9K+ 18.78% |
$1.12M - $1.28M
|
290K
$7.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
45.5K+ 5.0% |
$1.11M - $1.27M
|
956K
$26M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
45.5K+ 12.73% |
$1.11M - $1.27M
|
403K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
44.9K+ 45.65% |
$1.09M - $1.25M
|
143K
$3.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
44.5K+ 10.27% |
$1.08M - $1.24M
|
478K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41KNew |
$997K - $1.14M
|
41K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
39.6K+ 410.62% |
$964K - $1.1M
|
49.3K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
39.5K+ 6.66% |
$961K - $1.1M
|
633K
$17.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39.3K+ 6.55% |
$955K - $1.09M
|
639K
$17.4M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
37.9K+ 12.04% |
$922K - $1.06M
|
353K
$9.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
37.5KNew |
$912K - $1.05M
|
37.5K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34.8K+ 26.65% |
$847K - $971K
|
166K
$4.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
34.7K+ 9.97% |
$845K - $968K
|
383K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
32.6K+ 14.0% |
$793K - $909K
|
266K
$7.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
32.6K+ 11.75% |
$792K - $908K
|
310K
$8.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
31.2K+ 13.2% |
$759K - $870K
|
268K
$7.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31K+ 32.45% |
$754K - $864K
|
127K
$3.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.4K+ 9.59% |
$740K - $848K
|
348K
$9.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
30.3K+ 3.51% |
$737K - $845K
|
895K
$24.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
30.3K+ 7.94% |
$737K - $845K
|
412K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
29.9K+ 5.39% |
$728K - $835K
|
586K
$16M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29.9K+ 366.56% |
$727K - $833K
|
38K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
29.4K+ 62.12% |
$716K - $821K
|
76.9K
$2.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
29.4K+ 12.2% |
$714K - $819K
|
270K
$7.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28.5K+ 3.64% |
$694K - $795K
|
812K
$22.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.5K+ 9.2% |
$670K - $768K
|
327K
$8.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
27.2K+ 2.75% |
$662K - $758K
|
1.02M
$27.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
27.2K+ 3.24% |
$661K - $758K
|
866K
$23.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26K+ 2.33% |
$632K - $724K
|
1.14M
$31.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
24.8K+ 2.82% |
$603K - $691K
|
903K
$24.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
23.3KNew |
$566K - $649K
|
23.3K
$634K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
23K+ 24.17% |
$559K - $641K
|
118K
$3.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
22KNew |
$534K - $612K
|
22K
$598K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
21.2K+ 3.93% |
$515K - $591K
|
560K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
21.2K+ 2.84% |
$515K - $590K
|
768K
$20.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.1K+ 7.35% |
$514K - $589K
|
308K
$8.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21.1K+ 4.11% |
$512K - $587K
|
534K
$14.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
21K+ 3.04% |
$511K - $585K
|
711K
$19.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
20.5K+ 7.83% |
$498K - $570K
|
282K
$7.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
20.4K+ 2.62% |
$497K - $569K
|
799K
$21.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 4.54% |
$493K - $565K
|
467K
$12.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
20.2K+ 471.53% |
$491K - $563K
|
24.5K
$667K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
19.8K+ 9.22% |
$480K - $551K
|
234K
$6.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
18.9K+ 1.49% |
$459K - $526K
|
1.29M
$35.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
18.6K+ 20.63% |
$452K - $518K
|
109K
$2.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
18.5K+ 1.9% |
$450K - $516K
|
993K
$27M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
17.9K+ 6.29% |
$436K - $500K
|
303K
$8.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
17.7K+ 6.59% |
$431K - $493K
|
286K
$7.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
17.5KNew |
$426K - $488K
|
17.5K
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
17.4K+ 12.42% |
$422K - $484K
|
157K
$4.28M
|