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 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.61K- 2.05% |
$124K - $132K
|
220K
$5.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.64K- 18.27% |
$125K - $132K
|
20.8K
$554K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-4.67K- 26.83% |
$126K - $133K
|
12.7K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.71K- 5.32% |
$127K - $134K
|
83.7K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.72K- 17.34% |
$127K - $135K
|
22.5K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 3.81% |
$130K - $137K
|
121K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.82K- 3.49% |
$130K - $138K
|
133K
$3.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.85K- 18.16% |
$131K - $138K
|
21.8K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-4.89K- 0.34% |
$132K - $140K
|
1.44M
$38.5M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.9K- 2.69% |
$132K - $140K
|
177K
$4.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-4.91K- 7.24% |
$133K - $140K
|
63K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5K- 0.7% |
$135K - $143K
|
707K
$18.9M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-5.05K- 17.69% |
$136K - $144K
|
23.5K
$627K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.08K- 2.14% |
$137K - $145K
|
232K
$6.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.09K- 1.26% |
$137K - $145K
|
398K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 2.84% |
$138K - $146K
|
175K
$4.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.13K- 1.3% |
$139K - $146K
|
390K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.33K- 2.48% |
$144K - $152K
|
210K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.37K- 22.47% |
$145K - $153K
|
18.5K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-5.45K- 7.75% |
$147K - $155K
|
64.8K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.6K- 5.22% |
$151K - $160K
|
102K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.65K- 3.98% |
$153K - $161K
|
136K
$3.64M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-5.68K- 9.6% |
$154K - $162K
|
53.6K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.71K- 0.13% |
$154K - $163K
|
4.39M
$117M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.96K- 19.28% |
$161K - $170K
|
24.9K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.07K- 1.71% |
$164K - $173K
|
349K
$9.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-6.08K- 2.04% |
$164K - $174K
|
293K
$7.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6.12K- 4.76% |
$165K - $175K
|
122K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-6.12K- 1.02% |
$165K - $175K
|
594K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-6.16K- 9.5% |
$166K - $176K
|
58.7K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6.28K- 15.0% |
$170K - $179K
|
35.6K
$950K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.31K- 12.4% |
$170K - $180K
|
44.6K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.44K- 3.2% |
$174K - $184K
|
194K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-6.5K- 7.2% |
$176K - $186K
|
83.8K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-6.54K- 2.49% |
$177K - $187K
|
256K
$6.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6.57K- 11.33% |
$178K - $188K
|
51.4K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.57K- 5.94% |
$178K - $188K
|
104K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-6.6K- 8.27% |
$178K - $188K
|
73.2K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.67K- 6.9% |
$180K - $190K
|
89.9K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.71K- 3.98% |
$181K - $191K
|
162K
$4.32M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.75K- 1.14% |
$182K - $193K
|
587K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.9K- 14.72% |
$186K - $197K
|
39.9K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.98K- 23.27% |
$188K - $199K
|
23K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-7.02K- 1.38% |
$190K - $200K
|
500K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.04K- 3.59% |
$190K - $201K
|
189K
$5.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-7.06K- 4.38% |
$191K - $201K
|
154K
$4.11M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-7.07K- 27.81% |
$191K - $202K
|
18.4K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.19K- 25.0% |
$194K - $205K
|
21.6K
$576K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7.27K- 24.36% |
$196K - $208K
|
22.6K
$603K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-7.48K- 4.45% |
$202K - $213K
|
161K
$4.29M
|