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
|
Peoples Bank
|
SELL
|
- |
-7.53K- 8.85% |
$203K - $215K
|
77.5K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-7.56K- 4.04% |
$204K - $216K
|
179K
$4.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7.66K- 1.51% |
$207K - $219K
|
500K
$13.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.69K- 6.41% |
$208K - $219K
|
112K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.95K- 3.36% |
$215K - $227K
|
229K
$6.12M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.09K- 3.81% |
$218K - $231K
|
204K
$5.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-8.11K- 2.84% |
$219K - $231K
|
277K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-8.29K- 2.36% |
$224K - $237K
|
343K
$9.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8.29K- 9.53% |
$224K - $237K
|
78.7K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.35K- 7.99% |
$226K - $238K
|
96.2K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-8.38K- 5.18% |
$226K - $239K
|
153K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8.48K- 13.58% |
$229K - $242K
|
54K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-8.56K- 9.3% |
$231K - $244K
|
83.4K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-8.64K- 4.48% |
$233K - $246K
|
184K
$4.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.75K- 1.64% |
$236K - $250K
|
524K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.75K- 5.18% |
$236K - $250K
|
160K
$4.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-8.84K- 15.0% |
$239K - $252K
|
50.1K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.12K- 5.53% |
$246K - $260K
|
156K
$4.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9.18K- 22.57% |
$248K - $262K
|
31.5K
$841K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9.31K- 1.66% |
$251K - $266K
|
551K
$14.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-9.36K- 2.52% |
$253K - $267K
|
362K
$9.67M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.38K- 4.3% |
$253K - $268K
|
209K
$5.58M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-9.65K- 14.46% |
$261K - $275K
|
57.1K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.67K- 55.68% |
$261K - $276K
|
7.69K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.7K- 14.75% |
$262K - $277K
|
56.1K
$1.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-9.76K- 22.28% |
$264K - $279K
|
34.1K
$909K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-9.78KClosed |
$264K - $279K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.81K- 7.99% |
$265K - $280K
|
113K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-9.88K- 11.43% |
$267K - $282K
|
76.6K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9.89K- 74.26% |
$267K - $282K
|
3.43K
$91.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-9.94K- 25.01% |
$269K - $284K
|
29.8K
$796K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-9.99K- 21.42% |
$270K - $285K
|
36.7K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10K- 86.9% |
$271K - $286K
|
1.51K
$40.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10K- 45.26% |
$271K - $287K
|
12.2K
$324K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 3.08% |
$274K - $289K
|
318K
$8.5M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-10.2K- 5.99% |
$276K - $291K
|
160K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 2.95% |
$281K - $297K
|
343K
$9.15M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.7K- 56.13% |
$289K - $305K
|
8.36K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10.9K- 4.24% |
$295K - $312K
|
247K
$6.58M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11K- 6.77% |
$296K - $313K
|
151K
$4.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-11K- 4.63% |
$298K - $315K
|
227K
$6.06M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-11.3K- 6.82% |
$305K - $322K
|
154K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-11.4K- 4.42% |
$308K - $326K
|
247K
$6.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-11.4K- 3.08% |
$309K - $326K
|
360K
$9.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-11.5K- 1.64% |
$310K - $327K
|
689K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-12.1K- 16.47% |
$328K - $346K
|
61.5K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-12.3K- 49.2% |
$331K - $350K
|
12.7K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-12.8K- 17.26% |
$345K - $365K
|
61.2K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-12.9K- 8.7% |
$349K - $369K
|
136K
$3.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-13K- 8.93% |
$351K - $371K
|
133K
$3.54M
|