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 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.8K- 0.98% |
$75.6K - $79.9K
|
284K
$7.57M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.8K- 4.41% |
$75.7K - $79.9K
|
60.7K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.87K- 0.21% |
$77.5K - $81.9K
|
1.36M
$36.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.87K- 2.51% |
$77.6K - $82K
|
112K
$2.98M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.88K- 0.67% |
$77.7K - $82.1K
|
427K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.91K- 25.44% |
$78.5K - $83K
|
8.53K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.92K- 0.42% |
$78.9K - $83.3K
|
697K
$18.6M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.96K- 28.19% |
$79.9K - $84.4K
|
7.53K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-2.99K- 2.09% |
$80.8K - $85.4K
|
140K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3K- 1.67% |
$81K - $85.6K
|
177K
$4.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.03K- 23.9% |
$81.8K - $86.4K
|
9.64K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.04K- 1.54% |
$82.2K - $86.8K
|
194K
$5.19M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-3.04K- 16.47% |
$82.2K - $86.8K
|
15.4K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.06K- 6.38% |
$82.7K - $87.4K
|
44.9K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.09K- 3.12% |
$83.5K - $88.2K
|
96.1K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.1K- 1.24% |
$83.7K - $88.4K
|
247K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.12K- 0.35% |
$84.3K - $89K
|
882K
$23.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.21K- 63.63% |
$86.7K - $91.6K
|
1.84K
$49K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-3.24K- 99.88% |
$87.4K - $92.4K
|
4
$107
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.24K- 7.92% |
$87.5K - $92.5K
|
37.7K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.32K- 0.8% |
$89.7K - $94.8K
|
411K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.42K- 7.74% |
$92.3K - $97.6K
|
40.8K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.44K- 8.89% |
$92.9K - $98.2K
|
35.2K
$941K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.45K- 15.05% |
$93.2K - $98.5K
|
19.5K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-3.55K- 3.9% |
$96K - $101K
|
87.7K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.58K- 5.1% |
$96.6K - $102K
|
66.5K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-3.58K- 19.51% |
$96.8K - $102K
|
14.8K
$395K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.65K- 3.33% |
$98.7K - $104K
|
106K
$2.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.71K- 59.28% |
$100K - $106K
|
2.55K
$68.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.73K- 1.72% |
$101K - $106K
|
213K
$5.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.73K- 22.01% |
$101K - $107K
|
13.2K
$353K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-3.73K- 10.61% |
$101K - $107K
|
31.5K
$840K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-3.75K- 1.18% |
$101K - $107K
|
314K
$8.37M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.75K- 11.35% |
$101K - $107K
|
29.3K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.76K- 9.21% |
$102K - $107K
|
37.1K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.77K- 0.7% |
$102K - $108K
|
534K
$14.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.77K- 6.99% |
$102K - $108K
|
50.2K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.77K- 6.27% |
$102K - $108K
|
56.4K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.79K- 89.6% |
$102K - $108K
|
440
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.8K- 0.68% |
$103K - $108K
|
558K
$14.9M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.84K- 11.97% |
$104K - $110K
|
28.2K
$753K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.88K- 26.0% |
$105K - $111K
|
11.1K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-4.01K- 25.16% |
$108K - $114K
|
11.9K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-4.04K- 0.26% |
$109K - $115K
|
1.58M
$42.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.06K- 0.53% |
$110K - $116K
|
755K
$20.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.1K- 3.27% |
$111K - $117K
|
121K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-4.15K- 11.82% |
$112K - $118K
|
30.9K
$826K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.16K- 2.89% |
$112K - $119K
|
140K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.29K- 0.35% |
$116K - $122K
|
1.2M
$32.2M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.43K- 36.13% |
$120K - $126K
|
7.82K
$209K
|