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 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.49KNew |
$36.1K - $41.4K
|
1.49K
$40.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.46K+ 1.21% |
$35.4K - $40.6K
|
122K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.39K+ 9.16% |
$33.8K - $38.7K
|
16.6K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.39K+ 4.94% |
$33.8K - $38.7K
|
29.5K
$799K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.29K+ 160.82% |
$31.4K - $36K
|
2.1K
$56.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.26K+ 25.59% |
$30.5K - $35K
|
6.16K
$167K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.16K+ 2.31% |
$28.2K - $32.3K
|
51.3K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.14K+ 8.59% |
$27.6K - $31.7K
|
14.4K
$389K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.09K+ 0.96% |
$26.5K - $30.4K
|
115K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.03K+ 12.92% |
$24.9K - $28.6K
|
8.96K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.02K+ 4.19% |
$24.7K - $28.3K
|
25.3K
$685K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
999+ 0.25% |
$24.3K - $27.8K
|
399K
$10.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
965+ 7.39% |
$23.5K - $26.9K
|
14K
$380K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
949+ 10.21% |
$23.1K - $26.4K
|
10.2K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
938+ 476.14% |
$22.8K - $26.1K
|
1.14K
$30.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
909+ 4.97% |
$22.1K - $25.3K
|
19.2K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
907+ 241.87% |
$22.1K - $25.3K
|
1.28K
$34.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
875+ 3.66% |
$21.3K - $24.4K
|
24.8K
$672K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
875+ 1.34% |
$21.3K - $24.4K
|
65.9K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
860+ 3.06% |
$20.9K - $24K
|
28.9K
$784K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
825+ 0.31% |
$20.1K - $23K
|
270K
$7.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
749+ 10.42% |
$18.2K - $20.9K
|
7.94K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
733+ 4.46% |
$17.8K - $20.4K
|
17.2K
$465K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
716+ 1.61% |
$17.4K - $20K
|
45.2K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
711+ 6.74% |
$17.3K - $19.8K
|
11.3K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
693+ 0.73% |
$16.9K - $19.3K
|
96.2K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
690+ 2.26% |
$16.8K - $19.2K
|
31.3K
$847K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
645+ 1573.17% |
$15.7K - $18K
|
686
$18.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
590+ 0.2% |
$14.3K - $16.4K
|
290K
$7.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
572+ 0.68% |
$13.9K - $15.9K
|
85K
$2.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
570+ 7.92% |
$13.9K - $15.9K
|
7.77K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
566+ 33.33% |
$13.8K - $15.8K
|
2.26K
$61.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
563+ 0.5% |
$13.7K - $15.7K
|
113K
$3.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
560+ 6.4% |
$13.6K - $15.6K
|
9.32K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
519+ 3.29% |
$12.6K - $14.5K
|
16.3K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
513+ 1.14% |
$12.5K - $14.3K
|
45.4K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
508+ 0.81% |
$12.4K - $14.2K
|
63.5K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
507+ 12.2% |
$12.3K - $14.1K
|
4.66K
$126K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
506+ 4.63% |
$12.3K - $14.1K
|
11.4K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
450New |
$10.9K - $12.5K
|
450
$12.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
437+ 2.88% |
$10.6K - $12.2K
|
15.6K
$424K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
406+ 3.59% |
$9.87K - $11.3K
|
11.7K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
404+ 2.0% |
$9.83K - $11.3K
|
20.6K
$559K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
390+ 0.08% |
$9.48K - $10.9K
|
510K
$13.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
375+ 1.51% |
$9.12K - $10.5K
|
25.2K
$682K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
373+ 0.03% |
$9.07K - $10.4K
|
1.22M
$33.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
339+ 0.76% |
$8.24K - $9.45K
|
44.9K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
337+ 1.89% |
$8.2K - $9.39K
|
18.2K
$493K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
332+ 4.33% |
$8.07K - $9.25K
|
8K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
269+ 3.51% |
$6.54K - $7.5K
|
7.94K
$215K
|