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 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.9K- 9.01% |
$51.3K - $54.2K
|
19.2K
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.91K- 11.72% |
$51.6K - $54.5K
|
14.4K
$384K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.94K- 64.82% |
$52.3K - $55.2K
|
1.05K
$28K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.96K- 0.47% |
$52.8K - $55.8K
|
414K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-1.96K- 2.94% |
$52.8K - $55.8K
|
64.6K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.96K- 6.89% |
$53K - $56.1K
|
26.6K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.97K- 8.8% |
$53.1K - $56.1K
|
20.4K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2K- 3.48% |
$53.9K - $56.9K
|
55.3K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2K- 62.08% |
$53.9K - $57K
|
1.22K
$32.5K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.01K- 6.2% |
$54.4K - $57.5K
|
30.5K
$814K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-2.03K- 7.73% |
$54.9K - $58K
|
24.3K
$648K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.03K- 5.23% |
$54.9K - $58K
|
36.8K
$983K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-2.03K- 0.85% |
$54.9K - $58K
|
238K
$6.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-2.04K- 2.09% |
$55K - $58.1K
|
95.3K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.04K- 9.02% |
$55.1K - $58.3K
|
20.6K
$550K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.07K- 1.71% |
$55.8K - $59K
|
118K
$3.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.1K- 4.07% |
$56.6K - $59.8K
|
49.5K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.1K- 0.14% |
$56.7K - $59.9K
|
1.46M
$38.9M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.1K- 6.41% |
$56.7K - $59.9K
|
30.7K
$819K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.1K- 6.71% |
$56.8K - $60K
|
29.2K
$780K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.13K- 5.88% |
$57.5K - $60.7K
|
34K
$908K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.14K- 16.78% |
$57.7K - $60.9K
|
10.6K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.18K- 68.75% |
$58.8K - $62.2K
|
990
$26.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.26K- 19.64% |
$61K - $64.5K
|
9.25K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-2.27K- 7.58% |
$61.3K - $64.8K
|
27.7K
$740K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.32K- 1.23% |
$62.6K - $66.1K
|
187K
$4.98M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.32K- 22.16% |
$62.7K - $66.2K
|
8.15K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.35K- 6.21% |
$63.4K - $67K
|
35.5K
$947K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.36K- 5.34% |
$63.8K - $67.4K
|
41.9K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.42K- 1.91% |
$65.3K - $69K
|
124K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.43K- 3.25% |
$65.6K - $69.3K
|
72.3K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.46K- 1.72% |
$66.5K - $70.3K
|
141K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.47K- 1.06% |
$66.6K - $70.4K
|
231K
$6.17M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.47K- 2.52% |
$66.7K - $70.5K
|
95.6K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.48K- 3.31% |
$66.9K - $70.7K
|
72.3K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.5K- 1.92% |
$67.5K - $71.3K
|
128K
$3.41M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2.51K- 30.23% |
$67.8K - $71.6K
|
5.79K
$155K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.53K- 14.06% |
$68.3K - $72.1K
|
15.4K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.53KClosed |
$68.4K - $72.3K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.55K- 41.87% |
$68.9K - $72.8K
|
3.54K
$94.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.59K- 0.91% |
$70K - $73.9K
|
283K
$7.54M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 13.18% |
$70.1K - $74.1K
|
17.1K
$457K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.61K- 5.13% |
$70.4K - $74.4K
|
48.2K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.71K- 5.41% |
$73.3K - $77.5K
|
47.5K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-2.72K- 60.48% |
$73.5K - $77.6K
|
1.78K
$47.4K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.72K- 0.76% |
$73.5K - $77.7K
|
355K
$9.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.72K- 1.37% |
$73.5K - $77.7K
|
196K
$5.23M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.72K- 1.52% |
$73.6K - $77.7K
|
176K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.77K- 22.98% |
$74.8K - $79.1K
|
9.29K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.79K- 22.44% |
$75.4K - $79.7K
|
9.65K
$258K
|