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
|
Merit Financial Group, LLC
|
BUY
|
- |
14.4K+ 1.51% |
$351K - $402K
|
969K
$26.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
14.1K+ 2.05% |
$343K - $393K
|
703K
$19.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
13.6K+ 10.78% |
$331K - $380K
|
140K
$3.81M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13.6K+ 29.21% |
$331K - $379K
|
60.2K
$1.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
13.4K+ 10.52% |
$326K - $374K
|
141K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
13.1K+ 4.62% |
$317K - $364K
|
296K
$8.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.7K+ 7.94% |
$309K - $354K
|
173K
$4.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4K+ 9.47% |
$301K - $345K
|
143K
$3.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
11.3K+ 4.61% |
$275K - $315K
|
257K
$6.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 0.76% |
$271K - $310K
|
1.48M
$40.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11K+ 342.92% |
$267K - $306K
|
14.2K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
10.6K+ 1.95% |
$257K - $295K
|
552K
$15M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$256K - $293K
|
10.5K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
10.5KNew |
$255K - $293K
|
10.5K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.5K+ 15.11% |
$255K - $292K
|
79.8K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.3K+ 43.55% |
$250K - $287K
|
33.9K
$923K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.82K+ 24.9% |
$239K - $274K
|
49.3K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
9.77K+ 9.17% |
$238K - $272K
|
116K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.68K+ 2.04% |
$235K - $270K
|
485K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
9.61K+ 6.87% |
$234K - $268K
|
149K
$4.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
9.6KNew |
$233K - $268K
|
9.6K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.47K+ 17.15% |
$230K - $264K
|
64.7K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.15K+ 4.62% |
$223K - $255K
|
207K
$5.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9.15KNew |
$222K - $255K
|
9.15K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.05KNew |
$220K - $252K
|
9.05K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
9KNew |
$219K - $251K
|
9K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.86K+ 5.1% |
$215K - $247K
|
183K
$4.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
8.61K+ 4.83% |
$209K - $240K
|
187K
$5.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.25K+ 19.96% |
$201K - $230K
|
49.6K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.96KNew |
$194K - $222K
|
7.96K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.89KNew |
$192K - $220K
|
7.89K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.87KNew |
$191K - $219K
|
7.87K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.78KNew |
$189K - $217K
|
7.78K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
7.68KNew |
$187K - $214K
|
7.68K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.38K+ 64.08% |
$179K - $206K
|
18.9K
$514K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
6.86K+ 1.48% |
$167K - $191K
|
469K
$12.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.83K+ 1.81% |
$166K - $190K
|
383K
$10.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6.72K+ 1.59% |
$163K - $187K
|
430K
$11.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.71K+ 80.02% |
$163K - $187K
|
15.1K
$411K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.66K+ 0.24% |
$162K - $186K
|
2.73M
$74.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.65K+ 11.67% |
$162K - $185K
|
63.6K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.58K+ 2.65% |
$160K - $183K
|
255K
$6.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.58K+ 2.71% |
$160K - $183K
|
250K
$6.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.52K+ 31.73% |
$158K - $182K
|
27.1K
$737K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.35K+ 4.91% |
$154K - $177K
|
136K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.22K+ 12.8% |
$151K - $173K
|
54.9K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.15K+ 4.53% |
$150K - $171K
|
142K
$3.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.12K+ 3.42% |
$149K - $171K
|
185K
$5.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.04K+ 27.86% |
$147K - $168K
|
27.7K
$755K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
6.01K+ 17.63% |
$146K - $167K
|
40.1K
$1.09M
|