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 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
177KNew |
$4.31M - $4.94M
|
177K
$4.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
172K+ 9.96% |
$4.19M - $4.8M
|
1.9M
$52.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
167KNew |
$4.05M - $4.64M
|
167K
$4.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
161K+ 10.7% |
$3.92M - $4.5M
|
1.67M
$45.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
154K+ 64.11% |
$3.75M - $4.3M
|
395K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
153K+ 1060.4% |
$3.72M - $4.26M
|
167K
$4.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
152K+ 26.42% |
$3.7M - $4.25M
|
729K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
151K+ 10.15% |
$3.67M - $4.2M
|
1.64M
$45M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
151K+ 17.63% |
$3.66M - $4.19M
|
1M
$27.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
146K+ 13.78% |
$3.55M - $4.07M
|
1.21M
$33.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
144K+ 11779.0% |
$3.49M - $4M
|
145K
$3.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
140K+ 115.37% |
$3.4M - $3.9M
|
261K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
137K+ 174.58% |
$3.33M - $3.82M
|
215K
$5.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
134K+ 48.42% |
$3.25M - $3.73M
|
410K
$11.3M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
133K+ 7.13% |
$3.24M - $3.71M
|
2M
$55M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
131KNew |
$3.19M - $3.66M
|
131K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
127KNew |
$3.1M - $3.55M
|
127K
$3.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
125K+ 39.41% |
$3.04M - $3.48M
|
442K
$12.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
125KNew |
$3.03M - $3.48M
|
125K
$3.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
123K+ 35.23% |
$2.99M - $3.43M
|
472K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
122KNew |
$2.97M - $3.41M
|
122K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
119K+ 30.02% |
$2.9M - $3.32M
|
516K
$14.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
119KNew |
$2.88M - $3.31M
|
119K
$3.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
119K+ 31.21% |
$2.88M - $3.3M
|
498K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
118KNew |
$2.87M - $3.29M
|
118K
$3.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
118K+ 28.33% |
$2.87M - $3.29M
|
534K
$14.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
117K+ 2244.46% |
$2.85M - $3.26M
|
122K
$3.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
117KNew |
$2.84M - $3.26M
|
117K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
114K+ 8.13% |
$2.78M - $3.19M
|
1.52M
$41.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
112K+ 6.55% |
$2.73M - $3.13M
|
1.83M
$50.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
112K+ 306.07% |
$2.71M - $3.11M
|
148K
$4.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
108KNew |
$2.63M - $3.01M
|
108K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
107K+ 6.66% |
$2.6M - $2.98M
|
1.71M
$47.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
105K+ 50.12% |
$2.56M - $2.93M
|
315K
$8.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
105KNew |
$2.56M - $2.93M
|
105K
$2.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
104K+ 38.39% |
$2.53M - $2.89M
|
374K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
101K+ 6.61% |
$2.46M - $2.82M
|
1.63M
$44.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
101KNew |
$2.44M - $2.8M
|
101K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
100K+ 7.38% |
$2.44M - $2.79M
|
1.46M
$40M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99.4K+ 11.2% |
$2.42M - $2.77M
|
987K
$27.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
98.6K+ 17.18% |
$2.4M - $2.75M
|
673K
$18.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
98.1K+ 3.35% |
$2.38M - $2.73M
|
3.03M
$83.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
95.6K+ 17.88% |
$2.33M - $2.67M
|
630K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.1K+ 15.86% |
$2.29M - $2.62M
|
687K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
93.7K+ 18.17% |
$2.28M - $2.61M
|
609K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
92.1KNew |
$2.24M - $2.57M
|
92.1K
$2.53M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
89.6KNew |
$2.18M - $2.5M
|
89.6K
$2.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89.1K+ 12.72% |
$2.17M - $2.48M
|
789K
$21.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
88.4K+ 5.11% |
$2.15M - $2.46M
|
1.82M
$50M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
85K+ 33.04% |
$2.07M - $2.37M
|
342K
$9.41M
|