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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.2K+ 1.24% |
$2.05M - $2.35M
|
6.85M
$188M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
81.5K+ 162.57% |
$1.98M - $2.27M
|
132K
$3.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
81K+ 151.6% |
$1.97M - $2.26M
|
134K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
80.3K+ 10.74% |
$1.95M - $2.24M
|
828K
$22.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
79.5KNew |
$1.93M - $2.22M
|
79.5K
$2.18M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
79.4K+ 8.36% |
$1.93M - $2.21M
|
1.03M
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
78.5KNew |
$1.91M - $2.19M
|
78.5K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
78K+ 2265.24% |
$1.9M - $2.17M
|
81.5K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
77.8K+ 17.63% |
$1.89M - $2.17M
|
519K
$14.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
77.2K+ 7.66% |
$1.88M - $2.15M
|
1.08M
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
75.3K+ 38.56% |
$1.83M - $2.1M
|
271K
$7.43M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
75KNew |
$1.82M - $2.09M
|
75K
$2.06M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
75K+ 55.43% |
$1.82M - $2.09M
|
210K
$5.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
74.7KNew |
$1.82M - $2.08M
|
74.7K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
72.1K+ 119.99% |
$1.75M - $2.01M
|
132K
$3.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
71.8K+ 8.23% |
$1.75M - $2M
|
944K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
70.8K+ 9.63% |
$1.72M - $1.97M
|
806K
$22.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
70.6K+ 8.84% |
$1.72M - $1.97M
|
869K
$23.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
70.1K+ 6.21% |
$1.7M - $1.95M
|
1.2M
$32.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
70.1K+ 4.43% |
$1.7M - $1.95M
|
1.65M
$45.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
70K+ 12.82% |
$1.7M - $1.95M
|
616K
$16.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
68.5K+ 5.06% |
$1.67M - $1.91M
|
1.42M
$39.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
68.5K+ 13.47% |
$1.67M - $1.91M
|
577K
$15.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
68.4K+ 76.78% |
$1.66M - $1.91M
|
157K
$4.33M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
68.2K+ 8.37% |
$1.66M - $1.9M
|
883K
$24.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
66.9K+ 34.21% |
$1.63M - $1.86M
|
263K
$7.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
66.8K+ 3.79% |
$1.63M - $1.86M
|
1.83M
$50.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
66.5K+ 10.36% |
$1.62M - $1.85M
|
708K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
61.7K+ 4.72% |
$1.5M - $1.72M
|
1.37M
$37.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
60.9K+ 17.62% |
$1.48M - $1.7M
|
406K
$11.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
60.6K+ 20.1% |
$1.47M - $1.69M
|
362K
$9.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
59.7KNew |
$1.45M - $1.66M
|
59.7K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
59.5KNew |
$1.45M - $1.66M
|
59.5K
$1.63M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
59.2K+ 3.75% |
$1.44M - $1.65M
|
1.64M
$45M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
58.9K+ 292.74% |
$1.43M - $1.64M
|
79K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
58.6K+ 24.91% |
$1.42M - $1.63M
|
294K
$8.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
58.3KNew |
$1.42M - $1.62M
|
58.3K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
58.1KNew |
$1.41M - $1.62M
|
58.1K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
57.3K+ 12.76% |
$1.39M - $1.6M
|
506K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
55.9KNew |
$1.36M - $1.56M
|
55.9K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
53.2K+ 1.78% |
$1.29M - $1.48M
|
3.05M
$83.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
52.8K+ 67.14% |
$1.28M - $1.47M
|
131K
$3.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
51.9K+ 3.07% |
$1.26M - $1.45M
|
1.74M
$47.8M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
51.1K+ 62.21% |
$1.24M - $1.42M
|
133K
$3.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
51K+ 5.68% |
$1.24M - $1.42M
|
950K
$26.1M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
50.3KNew |
$1.22M - $1.4M
|
50.3K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
49.8K+ 29.28% |
$1.21M - $1.39M
|
220K
$6.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
49.5KNew |
$1.2M - $1.38M
|
49.5K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
49.3K+ 41.0% |
$1.2M - $1.37M
|
169K
$4.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
48.4K+ 20.29% |
$1.18M - $1.35M
|
287K
$7.89M
|