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 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-13.2K- 10.15% |
$357K - $377K
|
117K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.3K- 3.07% |
$360K - $381K
|
420K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 7.82% |
$370K - $391K
|
161K
$4.31M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-13.8K- 8.63% |
$372K - $394K
|
146K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14K- 6.26% |
$379K - $400K
|
210K
$5.61M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 2.35% |
$380K - $401K
|
583K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 13.71% |
$382K - $404K
|
89.1K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.2K- 6.89% |
$383K - $405K
|
192K
$5.12M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.5K- 17.62% |
$390K - $412K
|
67.6K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-14.6K- 3.53% |
$395K - $418K
|
400K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.8K- 0.26% |
$400K - $422K
|
5.62M
$150M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14.9K- 76.27% |
$402K - $425K
|
4.63K
$124K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-15K- 7.09% |
$404K - $427K
|
196K
$5.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-15.2K- 26.84% |
$409K - $433K
|
41.3K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 1.4% |
$411K - $434K
|
1.07M
$28.5M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-15.3K- 15.67% |
$412K - $436K
|
82.2K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15.7K- 30.07% |
$425K - $449K
|
36.6K
$977K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-16.2K- 16.39% |
$439K - $463K
|
82.8K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.4K- 51.71% |
$444K - $469K
|
15.4K
$410K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16.5K- 6.39% |
$445K - $470K
|
241K
$6.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-17K- 3.46% |
$458K - $484K
|
473K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.2K- 3.04% |
$463K - $490K
|
548K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-17.2K- 3.55% |
$465K - $491K
|
467K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-17.7K- 3.49% |
$479K - $506K
|
490K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-18.3K- 20.97% |
$495K - $524K
|
69.1K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19.3K- 23.37% |
$520K - $550K
|
63.2K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-19.3K- 3.98% |
$520K - $550K
|
465K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.8K- 68.94% |
$534K - $564K
|
8.9K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20.3K- 0.49% |
$548K - $580K
|
4.09M
$109M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-20.7K- 4.89% |
$558K - $590K
|
401K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20.7K- 1.85% |
$559K - $591K
|
1.1M
$29.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-20.9K- 3.59% |
$565K - $597K
|
562K
$15M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21K- 1.92% |
$566K - $598K
|
1.07M
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21.6K- 43.74% |
$584K - $617K
|
27.8K
$743K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-21.9K- 17.49% |
$591K - $625K
|
103K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-23.7K- 41.18% |
$641K - $677K
|
33.9K
$905K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-24K- 14.89% |
$648K - $685K
|
137K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.7K- 2.72% |
$667K - $705K
|
883K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-24.9K- 16.34% |
$672K - $710K
|
127K
$3.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-25.1K- 51.61% |
$677K - $716K
|
23.5K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-25.2K- 2.22% |
$680K - $719K
|
1.11M
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-25.4K- 12.74% |
$686K - $725K
|
174K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-26.6K- 4.59% |
$719K - $760K
|
553K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-28.6K- 0.75% |
$772K - $816K
|
3.8M
$101M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-29.2K- 7.9% |
$789K - $834K
|
340K
$9.09M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-32.4K- 13.94% |
$874K - $924K
|
200K
$5.34M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-32.7K- 29.36% |
$883K - $933K
|
78.6K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-33.9K- 9.04% |
$916K - $968K
|
341K
$9.11M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-37.4K- 3.46% |
$1.01M - $1.07M
|
1.04M
$27.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-37.5K- 70.42% |
$1.01M - $1.07M
|
15.7K
$420K
|