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 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-110- 0.48% |
$2.97K - $3.14K
|
22.9K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-112- 3.38% |
$3.03K - $3.2K
|
3.2K
$85.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-117- 0.91% |
$3.16K - $3.34K
|
12.7K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-120- 3.76% |
$3.24K - $3.42K
|
3.07K
$81.9K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-132- 0.01% |
$3.57K - $3.77K
|
1.76M
$47M
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-144- 0.15% |
$3.89K - $4.11K
|
93.9K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-148- 0.06% |
$4K - $4.22K
|
235K
$6.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-150- 1.71% |
$4.05K - $4.28K
|
8.64K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-152- 0.82% |
$4.11K - $4.34K
|
18.4K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-154- 1.15% |
$4.16K - $4.4K
|
13.2K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-157- 0.89% |
$4.24K - $4.48K
|
17.5K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-157- 0.46% |
$4.24K - $4.48K
|
33.8K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-164- 0.35% |
$4.43K - $4.68K
|
47.3K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-169- 0.75% |
$4.56K - $4.82K
|
22.5K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-170- 6.49% |
$4.59K - $4.85K
|
2.45K
$65.4K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-177- 0.8% |
$4.78K - $5.05K
|
21.9K
$585K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-186- 48.56% |
$5.02K - $5.31K
|
197
$5.26K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-195- 1.64% |
$5.27K - $5.57K
|
11.7K
$313K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-200- 1.81% |
$5.4K - $5.71K
|
10.9K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-204- 7.28% |
$5.51K - $5.82K
|
2.6K
$69.4K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-205- 24.85% |
$5.54K - $5.85K
|
620
$16.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-213- 0.44% |
$5.75K - $6.08K
|
47.9K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-216- 3.14% |
$5.83K - $6.16K
|
6.67K
$178K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-219- 0.23% |
$5.92K - $6.25K
|
94K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-220- 1.11% |
$5.94K - $6.28K
|
19.6K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-222- 1.05% |
$6K - $6.34K
|
21K
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-223- 0.13% |
$6.02K - $6.36K
|
166K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-229- 0.47% |
$6.19K - $6.54K
|
48.3K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-232- 1.54% |
$6.27K - $6.62K
|
14.8K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-248- 0.2% |
$6.7K - $7.08K
|
121K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-248- 1.78% |
$6.7K - $7.08K
|
13.7K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-248- 17.22% |
$6.7K - $7.08K
|
1.19K
$31.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-250- 1.02% |
$6.75K - $7.14K
|
24.4K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-250- 0.76% |
$6.75K - $7.14K
|
32.7K
$874K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-260- 6.25% |
$7.02K - $7.42K
|
3.9K
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-265- 63.55% |
$7.16K - $7.56K
|
152
$4.06K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-283- 0.3% |
$7.64K - $8.08K
|
95.5K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-289- 1.85% |
$7.81K - $8.25K
|
15.3K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-300- 2.77% |
$8.1K - $8.56K
|
10.5K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-303- 0.9% |
$8.18K - $8.65K
|
33.3K
$889K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-303- 0.9% |
$8.18K - $8.65K
|
33.3K
$889K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-304- 1.86% |
$8.21K - $8.68K
|
16.1K
$429K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-308- 0.08% |
$8.32K - $8.79K
|
376K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-320- 0.79% |
$8.64K - $9.13K
|
40.4K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-339- 1.17% |
$9.16K - $9.68K
|
28.7K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-350- 1.35% |
$9.45K - $9.99K
|
25.7K
$685K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-351- 3.7% |
$9.48K - $10K
|
9.14K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-360- 0.39% |
$9.72K - $10.3K
|
90.9K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-362- 0.07% |
$9.78K - $10.3K
|
483K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-362- 2.6% |
$9.78K - $10.3K
|
13.6K
$362K
|