Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
1.09MNew |
$28.7M - $29.9M
|
1.09M
$29.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
241KNew |
$6.38M - $6.64M
|
241K
$6.57M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
92.4K+ 142.33% |
$2.44M - $2.54M
|
157K
$4.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
71.3KNew |
$1.88M - $1.96M
|
71.3K
$1.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
58.5K+ 4.27% |
$1.55M - $1.61M
|
1.43M
$38.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
57.2K+ 3.43% |
$1.51M - $1.58M
|
1.73M
$47M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
51.3K+ 18.69% |
$1.36M - $1.41M
|
326K
$8.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
51.1K+ 10.81% |
$1.35M - $1.41M
|
523K
$14.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
48.7K+ 42.16% |
$1.29M - $1.34M
|
164K
$4.48M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
48.1K+ 31.19% |
$1.27M - $1.32M
|
202K
$5.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
41.7KNew |
$1.1M - $1.15M
|
41.7K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
38.9K+ 6.6% |
$1.03M - $1.07M
|
628K
$17.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
38.1K+ 6.01% |
$1.01M - $1.05M
|
673K
$18.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
36.5KNew |
$966K - $1.01M
|
36.5K
$996K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
36.2K+ 53.3% |
$957K - $997K
|
104K
$2.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
30.4K+ 4.93% |
$804K - $837K
|
647K
$17.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
30.2K+ 32.69% |
$799K - $832K
|
123K
$3.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
28.4K+ 5.45% |
$750K - $781K
|
549K
$15M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
22.7KNew |
$600K - $625K
|
22.7K
$618K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
21.9K+ 1.19% |
$578K - $602K
|
1.87M
$50.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
20.3K+ 6.17% |
$538K - $560K
|
350K
$9.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
19.8K+ 7.13% |
$524K - $546K
|
298K
$8.11M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
19K+ 153.61% |
$502K - $522K
|
31.3K
$853K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
17.6KNew |
$464K - $484K
|
17.6K
$478K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13.8K+ 43.35% |
$365K - $380K
|
45.6K
$1.24M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
12.9K+ 5.05% |
$340K - $354K
|
267K
$7.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
12.6K+ 5.04% |
$334K - $348K
|
263K
$7.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11.7K+ 18.14% |
$308K - $321K
|
75.9K
$2.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.6K+ 48.65% |
$307K - $319K
|
35.4K
$965K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.6K+ 6.31% |
$306K - $319K
|
195K
$5.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.1K+ 8.28% |
$266K - $277K
|
132K
$3.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
10K+ 2.25% |
$266K - $277K
|
457K
$12.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
9.68K+ 3.23% |
$256K - $266K
|
309K
$8.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
8.53K+ 9.71% |
$226K - $235K
|
96.5K
$2.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
8.39K+ 8.43% |
$222K - $231K
|
108K
$2.94M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.85KNew |
$207K - $216K
|
7.85K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
7.77K+ 41.72% |
$205K - $214K
|
26.4K
$719K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.73K+ 0.89% |
$204K - $213K
|
876K
$23.9M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.63KNew |
$202K - $210K
|
7.63K
$208K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.44KNew |
$197K - $205K
|
7.44K
$203K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.36K+ 20.27% |
$195K - $203K
|
43.7K
$1.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
7.31K+ 10.11% |
$193K - $201K
|
79.6K
$2.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
6.9K+ 51.88% |
$182K - $190K
|
20.2K
$550K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
5.92K+ 2.33% |
$156K - $163K
|
260K
$7.07M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5.8K+ 6.39% |
$153K - $160K
|
96.5K
$2.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.96K+ 5.23% |
$131K - $137K
|
99.7K
$2.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
4.9K+ 51.8% |
$130K - $135K
|
14.4K
$391K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.81K+ 7.79% |
$127K - $132K
|
66.6K
$1.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.76K+ 14.13% |
$126K - $131K
|
38.5K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
4.74K+ 0.51% |
$125K - $130K
|
927K
$25.2M
|
|