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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.17K- 5.25% |
$31.5K - $33.3K
|
21.1K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.19K- 0.79% |
$32.1K - $33.9K
|
150K
$4M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.2K- 2.62% |
$32.4K - $34.3K
|
44.6K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.22K- 13.7% |
$32.9K - $34.7K
|
7.67K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 5.46% |
$33.4K - $35.3K
|
21.4K
$572K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 4.84% |
$34.1K - $36K
|
24.8K
$663K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.28K- 8.26% |
$34.6K - $36.5K
|
14.2K
$380K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.29K- 5.09% |
$34.9K - $36.9K
|
24.1K
$644K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.29K- 0.18% |
$34.9K - $36.9K
|
702K
$18.8M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.3K- 3.36% |
$35K - $37K
|
37.3K
$995K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.31K- 4.3% |
$35.4K - $37.4K
|
29.2K
$779K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.34K- 7.28% |
$36.3K - $38.4K
|
17.1K
$457K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.35K- 7.49% |
$36.5K - $38.5K
|
16.7K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.38K- 1.46% |
$37.2K - $39.4K
|
93.1K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.39K- 4.63% |
$37.4K - $39.5K
|
28.5K
$761K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.39K- 1.18% |
$37.5K - $39.7K
|
116K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.4K- 1.22% |
$37.8K - $40K
|
114K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.41K- 7.71% |
$38.1K - $40.2K
|
16.9K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.41K- 3.73% |
$38.1K - $40.3K
|
36.4K
$973K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.43K- 1.34% |
$38.5K - $40.7K
|
105K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.43K- 14.0% |
$38.6K - $40.8K
|
8.78K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.51K- 3.2% |
$40.8K - $43.2K
|
45.7K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-1.52K- 9.28% |
$41K - $43.4K
|
14.8K
$396K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.55K- 1.19% |
$41.9K - $44.3K
|
129K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.58K- 26.78% |
$42.7K - $45.1K
|
4.32K
$115K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.59K- 0.23% |
$42.9K - $45.4K
|
698K
$18.6M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-1.61K- 6.51% |
$43.4K - $45.8K
|
23K
$615K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.62K- 2.86% |
$43.7K - $46.1K
|
54.8K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.65K- 3.88% |
$44.5K - $47K
|
40.7K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.65K- 35.62% |
$44.5K - $47K
|
2.98K
$79.5K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.65K- 6.33% |
$44.5K - $47K
|
24.4K
$651K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.67K- 7.14% |
$45.1K - $47.6K
|
21.7K
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.74K- 7.72% |
$46.9K - $49.6K
|
20.8K
$555K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 0.8% |
$47.2K - $49.9K
|
216K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-1.75K- 7.26% |
$47.2K - $49.9K
|
22.3K
$596K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.75K- 6.32% |
$47.3K - $50K
|
26K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.76K- 4.4% |
$47.5K - $50.2K
|
38.3K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.76K- 1.65% |
$47.6K - $50.3K
|
105K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.77K- 7.12% |
$47.9K - $50.6K
|
23.1K
$617K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.77K- 6.89% |
$47.9K - $50.6K
|
23.9K
$639K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.78K- 2.37% |
$48.2K - $50.9K
|
73.5K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.8K- 1.58% |
$48.5K - $51.3K
|
112K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.84K- 7.06% |
$49.8K - $52.6K
|
24.2K
$647K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.85K- 5.74% |
$50K - $52.9K
|
30.4K
$813K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.85K- 1.56% |
$50.1K - $52.9K
|
117K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 1.29% |
$50.4K - $53.2K
|
142K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.87K- 11.29% |
$50.4K - $53.3K
|
14.7K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.87K- 20.55% |
$50.6K - $53.4K
|
7.24K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.88K- 0.49% |
$50.7K - $53.6K
|
377K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-1.9K- 2.82% |
$51.3K - $54.2K
|
65.5K
$1.75M
|