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 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.31K+ 1.99% |
$56.2K - $64.4K
|
118K
$3.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.24K+ 42.3% |
$54.4K - $62.4K
|
7.53K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.23K+ 2.38% |
$54.3K - $62.2K
|
96.1K
$2.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
2.22K+ 3.63% |
$54.1K - $62K
|
63.5K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.15K+ 0.87% |
$52.2K - $59.9K
|
249K
$6.78M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.12K+ 56.69% |
$51.4K - $58.9K
|
5.85K
$159K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.07K+ 6890.0% |
$50.3K - $57.6K
|
2.1K
$57.1K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.06K+ 2.91% |
$50K - $57.3K
|
72.6K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.93K+ 1.8% |
$46.8K - $53.6K
|
109K
$2.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.89K+ 5.83% |
$46.1K - $52.8K
|
34.4K
$936K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.89K+ 20.09% |
$45.9K - $52.6K
|
11.3K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.88K+ 5.26% |
$45.6K - $52.3K
|
37.6K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.86K+ 1.98% |
$45.2K - $51.8K
|
95.9K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.86K+ 0.51% |
$45.1K - $51.7K
|
364K
$9.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.85K+ 8.03% |
$44.9K - $51.4K
|
24.8K
$676K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.85K+ 4.5% |
$44.9K - $51.4K
|
42.9K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.79K+ 7.62% |
$43.6K - $49.9K
|
25.3K
$689K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.79K+ 3.88% |
$43.4K - $49.8K
|
47.8K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.68K+ 0.74% |
$40.8K - $46.7K
|
229K
$6.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 1.34% |
$40.3K - $46.2K
|
126K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.63K+ 0.57% |
$39.6K - $45.3K
|
285K
$7.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.52K+ 3.73% |
$37K - $42.4K
|
42.2K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.49KNew |
$36.1K - $41.4K
|
1.49K
$40.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.46K+ 1.21% |
$35.4K - $40.6K
|
122K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.39K+ 9.16% |
$33.8K - $38.7K
|
16.6K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.39K+ 4.94% |
$33.8K - $38.7K
|
29.5K
$804K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.29K+ 160.82% |
$31.4K - $36K
|
2.1K
$57.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.26K+ 25.59% |
$30.5K - $35K
|
6.16K
$168K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.25K+ 4.28% |
$30.4K - $34.9K
|
30.5K
$831K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.16K+ 2.31% |
$28.2K - $32.3K
|
51.3K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.14K+ 8.59% |
$27.6K - $31.7K
|
14.4K
$391K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.09K+ 0.96% |
$26.5K - $30.4K
|
115K
$3.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.03K+ 12.92% |
$24.9K - $28.6K
|
8.96K
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.02K+ 4.19% |
$24.7K - $28.3K
|
25.3K
$688K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
999+ 0.25% |
$24.3K - $27.8K
|
399K
$10.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
965+ 7.39% |
$23.5K - $26.9K
|
14K
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
949+ 10.21% |
$23.1K - $26.4K
|
10.2K
$279K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
938+ 476.14% |
$22.8K - $26.1K
|
1.14K
$30.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
909+ 4.97% |
$22.1K - $25.3K
|
19.2K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
907+ 241.87% |
$22.1K - $25.3K
|
1.28K
$34.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
875+ 3.66% |
$21.3K - $24.4K
|
24.8K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
875+ 1.34% |
$21.3K - $24.4K
|
65.9K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
860+ 3.06% |
$20.9K - $24K
|
28.9K
$788K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
825+ 0.31% |
$20.1K - $23K
|
270K
$7.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
749+ 10.42% |
$18.2K - $20.9K
|
7.94K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
733+ 4.46% |
$17.8K - $20.4K
|
17.2K
$467K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
719+ 5.28% |
$17.5K - $20K
|
14.3K
$390K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
716+ 1.61% |
$17.4K - $20K
|
45.2K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
711+ 6.74% |
$17.3K - $19.8K
|
11.3K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
693+ 0.73% |
$16.9K - $19.3K
|
96.2K
$2.62M
|