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
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
9.6KNew |
$233K - $268K
|
9.6K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
9.56K+ 9.11% |
$232K - $266K
|
114K
$3.14M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.53K+ 11.18% |
$232K - $266K
|
94.7K
$2.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9.48K+ 29.12% |
$231K - $264K
|
42K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.47KNew |
$230K - $264K
|
9.47K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.47K+ 17.15% |
$230K - $264K
|
64.7K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.45KNew |
$230K - $263K
|
9.45K
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
9.35K+ 5.02% |
$227K - $261K
|
196K
$5.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.34K+ 3.87% |
$227K - $260K
|
251K
$6.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
9.2K+ 0.24% |
$224K - $256K
|
3.81M
$105M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.19K+ 9.02% |
$224K - $256K
|
111K
$3.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
9.19K+ 2.66% |
$224K - $256K
|
354K
$9.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.18K+ 3.33% |
$223K - $256K
|
285K
$7.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.15K+ 4.62% |
$223K - $255K
|
207K
$5.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9.15KNew |
$222K - $255K
|
9.15K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9.13K+ 1.52% |
$222K - $254K
|
609K
$16.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
9.1K+ 12.22% |
$221K - $254K
|
83.6K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.05KNew |
$220K - $252K
|
9.05K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.03K+ 3.39% |
$220K - $252K
|
275K
$7.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
9KNew |
$219K - $251K
|
9K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.88KNew |
$216K - $247K
|
8.88K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.86K+ 5.1% |
$215K - $247K
|
183K
$5.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
8.83KNew |
$215K - $246K
|
8.83K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8.81K+ 52.6% |
$214K - $246K
|
25.6K
$702K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
8.61K+ 4.83% |
$209K - $240K
|
187K
$5.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
8.53KNew |
$207K - $238K
|
8.53K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
8.51K+ 13.08% |
$207K - $237K
|
73.6K
$2.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.32KNew |
$202K - $232K
|
8.32K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
8.3KNew |
$202K - $231K
|
8.3K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.28K+ 380.9% |
$201K - $231K
|
10.5K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.25K+ 19.96% |
$201K - $230K
|
49.6K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8.2K+ 1.64% |
$199K - $228K
|
509K
$14M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.1K+ 80.05% |
$197K - $226K
|
18.2K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.09K+ 44.71% |
$197K - $225K
|
26.2K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.04KNew |
$196K - $224K
|
8.04K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.99K+ 33.0% |
$194K - $223K
|
32.2K
$885K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.97KNew |
$194K - $222K
|
7.97K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.96KNew |
$194K - $222K
|
7.96K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.95K+ 13.83% |
$193K - $222K
|
65.4K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.92K+ 67.57% |
$193K - $221K
|
19.6K
$540K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.91K+ 30.31% |
$192K - $220K
|
34K
$934K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.89KNew |
$192K - $220K
|
7.89K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.87KNew |
$191K - $219K
|
7.87K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
7.86KNew |
$191K - $219K
|
7.86K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
7.8K+ 11.17% |
$190K - $217K
|
77.6K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.78KNew |
$189K - $217K
|
7.78K
$214K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
7.75KNew |
$188K - $216K
|
7.75K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
7.7KNew |
$187K - $215K
|
7.7K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
7.68KNew |
$187K - $214K
|
7.68K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7.63KNew |
$186K - $213K
|
7.63K
$210K
|