Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.98K- 23.27% |
$188K - $199K
|
23K
$585K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-7.06K- 4.38% |
$191K - $201K
|
154K
$3.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.19K- 25.0% |
$194K - $205K
|
21.6K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7.27K- 24.36% |
$196K - $208K
|
22.6K
$574K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.69K- 6.41% |
$208K - $219K
|
112K
$2.86M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.09K- 3.81% |
$218K - $231K
|
204K
$5.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-8.11K- 2.84% |
$219K - $231K
|
277K
$7.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8.29K- 9.53% |
$224K - $237K
|
78.7K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-8.84K- 15.0% |
$239K - $252K
|
50.1K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.12K- 5.53% |
$246K - $260K
|
156K
$3.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-9.36K- 2.52% |
$253K - $267K
|
362K
$9.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.67K- 55.68% |
$261K - $276K
|
7.69K
$196K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.7K- 14.75% |
$262K - $277K
|
56.1K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-9.76K- 22.28% |
$264K - $279K
|
34.1K
$867K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-9.88K- 11.43% |
$267K - $282K
|
76.6K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9.89K- 74.26% |
$267K - $282K
|
3.43K
$87.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-9.94K- 25.01% |
$269K - $284K
|
29.8K
$758K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10K- 45.26% |
$271K - $287K
|
12.2K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.7K- 56.13% |
$289K - $305K
|
8.36K
$213K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-11K- 4.63% |
$298K - $315K
|
227K
$5.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-11.4K- 3.08% |
$309K - $326K
|
360K
$9.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-12.8K- 17.26% |
$345K - $365K
|
61.2K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-13.2K- 10.15% |
$357K - $377K
|
117K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.3K- 3.07% |
$360K - $381K
|
420K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14K- 6.26% |
$379K - $400K
|
210K
$5.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-15.2K- 26.84% |
$409K - $433K
|
41.3K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15.7K- 30.07% |
$425K - $449K
|
36.6K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-16.2K- 16.39% |
$439K - $463K
|
82.8K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.4K- 51.71% |
$444K - $469K
|
15.4K
$391K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16.5K- 6.39% |
$445K - $470K
|
241K
$6.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-17K- 3.46% |
$458K - $484K
|
473K
$12M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-19.3K- 3.98% |
$520K - $550K
|
465K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-23.7K- 41.18% |
$641K - $677K
|
33.9K
$862K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-25.1K- 51.61% |
$677K - $716K
|
23.5K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-33.9K- 9.04% |
$916K - $968K
|
341K
$8.68M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-37.5K- 70.42% |
$1.01M - $1.07M
|
15.7K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-42.9K- 4.0% |
$1.16M - $1.23M
|
1.03M
$26.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-44.5K- 16.04% |
$1.2M - $1.27M
|
233K
$5.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-46K- 13.83% |
$1.24M - $1.31M
|
287K
$7.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-48.3K- 4.81% |
$1.3M - $1.38M
|
954K
$24.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-49.6K- 4.55% |
$1.34M - $1.42M
|
1.04M
$26.5M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-54K- 49.48% |
$1.46M - $1.54M
|
55.2K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-58.9K- 1.64% |
$1.59M - $1.68M
|
3.54M
$90M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-59.6K- 51.24% |
$1.61M - $1.7M
|
56.7K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-59.7K- 17.81% |
$1.61M - $1.7M
|
275K
$7M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-61.4K- 31.85% |
$1.66M - $1.75M
|
131K
$3.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-92.5K- 5.89% |
$2.5M - $2.64M
|
1.48M
$37.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-102K- 18.17% |
$2.74M - $2.9M
|
457K
$11.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-102K- 15.07% |
$2.76M - $2.92M
|
577K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-130K- 58.12% |
$3.51M - $3.7M
|
93.5K
$2.38M
|