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
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
243+ 1.77% |
$5.91K - $6.77K
|
14K
$378K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
219New |
$5.33K - $6.1K
|
219
$5.93K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
212+ 0.98% |
$5.16K - $5.91K
|
21.8K
$590K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
208+ 32.81% |
$5.06K - $5.8K
|
842
$22.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
194+ 0.9% |
$4.72K - $5.41K
|
21.8K
$592K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
188+ 17.44% |
$4.57K - $5.24K
|
1.27K
$34.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
185+ 0.77% |
$4.5K - $5.16K
|
24.1K
$652K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
176+ 0.16% |
$4.28K - $4.91K
|
109K
$2.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
171+ 0.37% |
$4.16K - $4.77K
|
46.9K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
170+ 0.98% |
$4.13K - $4.74K
|
17.5K
$473K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
168+ 0.49% |
$4.09K - $4.68K
|
34.2K
$926K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
157+ 0.4% |
$3.82K - $4.38K
|
39.1K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
152+ 0.57% |
$3.7K - $4.24K
|
26.6K
$721K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
150+ 15.87% |
$3.65K - $4.18K
|
1.1K
$29.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
138+ 0.95% |
$3.36K - $3.85K
|
14.7K
$398K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
132+ 0.18% |
$3.21K - $3.68K
|
71.6K
$1.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
130+ 0.18% |
$3.16K - $3.62K
|
73.5K
$1.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
128+ 1.48% |
$3.11K - $3.57K
|
8.76K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
123+ 0.4% |
$2.99K - $3.43K
|
30.6K
$828K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
123+ 1.03% |
$2.99K - $3.43K
|
12K
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
110+ 0.98% |
$2.68K - $3.07K
|
11.3K
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
100+ 1.26% |
$2.43K - $2.79K
|
8.04K
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
83+ 0.2% |
$2.02K - $2.31K
|
42.5K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
79+ 0.34% |
$1.92K - $2.2K
|
23.4K
$633K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
77+ 0.33% |
$1.87K - $2.15K
|
23.2K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64+ 0.65% |
$1.56K - $1.78K
|
9.86K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
61+ 0.03% |
$1.48K - $1.7K
|
180K
$4.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.27% |
$1.22K - $1.39K
|
18.3K
$496K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
46+ 0.37% |
$1.12K - $1.28K
|
12.3K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
39+ 0.14% |
$948 - $1.09K
|
27K
$731K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
37+ 1.91% |
$900 - $1.03K
|
1.97K
$53.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
30+ 43.48% |
$730 - $836
|
99
$2.68K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
25+ 0.1% |
$608 - $697
|
26.1K
$706K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
24+ 0.04% |
$584 - $669
|
59.6K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
19+ 0.24% |
$462 - $530
|
7.93K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
19+ 0.03% |
$462 - $530
|
58.5K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
16+ 0.06% |
$389 - $446
|
27.7K
$751K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.46% |
$365 - $418
|
3.29K
$89.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
13+ 0.89% |
$316 - $362
|
1.48K
$40.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
11+ 0.03% |
$268 - $307
|
31.5K
$852K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.01% |
$219 - $251
|
60.7K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9+ 0.94% |
$219 - $251
|
965
$26.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8+ 0.02% |
$195 - $223
|
44.3K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.94% |
$170 - $195
|
755
$20.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.2% |
$170 - $195
|
3.55K
$96.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.92% |
$170 - $195
|
764
$20.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6+ 0.04% |
$146 - $167
|
15.1K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6+ 0.04% |
$146 - $167
|
14.1K
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 1.11% |
$146 - $167
|
548
$14.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$73 - $83.6
|
10.2K
$276K
|