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 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-92.5K- 5.89% |
$2.5M - $2.64M
|
1.48M
$39.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-93.5K- 11.33% |
$2.52M - $2.67M
|
731K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-95K- 8.4% |
$2.57M - $2.71M
|
1.04M
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-96.5K- 21.81% |
$2.61M - $2.75M
|
346K
$9.24M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-98.8K- 20.91% |
$2.67M - $2.82M
|
374K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-101K- 28.85% |
$2.73M - $2.88M
|
249K
$6.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-102K- 18.17% |
$2.74M - $2.9M
|
457K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-102K- 15.85% |
$2.75M - $2.91M
|
541K
$14.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-102K- 15.07% |
$2.76M - $2.92M
|
577K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-103K- 7.32% |
$2.79M - $2.95M
|
1.31M
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-108K- 55.38% |
$2.92M - $3.09M
|
87.1K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-120K- 11.9% |
$3.23M - $3.42M
|
886K
$23.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-128K- 66.77% |
$3.45M - $3.65M
|
63.6K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-129K- 20.72% |
$3.49M - $3.69M
|
495K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-130K- 58.12% |
$3.51M - $3.7M
|
93.5K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-131K- 15.11% |
$3.54M - $3.74M
|
737K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-133K- 100.0% |
$3.59M - $3.8M
|
1
$26.7
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-136K- 86.22% |
$3.66M - $3.87M
|
21.7K
$579K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-137K- 83.27% |
$3.71M - $3.92M
|
27.6K
$737K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-143K- 92.33% |
$3.86M - $4.08M
|
11.9K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-150K- 20.87% |
$4.06M - $4.29M
|
569K
$15.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150K- 22.82% |
$4.06M - $4.29M
|
509K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-165K- 46.1% |
$4.46M - $4.72M
|
193K
$5.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-175K- 90.95% |
$4.72M - $4.99M
|
17.4K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-226K- 7.67% |
$6.11M - $6.45M
|
2.72M
$72.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-235K- 96.42% |
$6.34M - $6.69M
|
8.7K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-262K- 93.55% |
$7.08M - $7.48M
|
18.1K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-268K- 91.67% |
$7.25M - $7.66M
|
24.4K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-272K- 21.2% |
$7.35M - $7.76M
|
1.01M
$27M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-289K- 84.89% |
$7.81M - $8.25M
|
51.5K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-332K- 4.67% |
$8.96M - $9.46M
|
6.77M
$181M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-366K- 34.12% |
$9.9M - $10.5M
|
708K
$18.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-373K- 95.82% |
$10.1M - $10.6M
|
16.3K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-374K- 35.84% |
$10.1M - $10.7M
|
669K
$17.9M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-385K- 2.69% |
$10.4M - $11M
|
13.9M
$372M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-386K- 17.74% |
$10.4M - $11M
|
1.79M
$47.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-401KClosed |
$10.8M - $11.5M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-459K- 2.52% |
$12.4M - $13.1M
|
17.8M
$474M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-467K- 71.26% |
$12.6M - $13.3M
|
188K
$5.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-485K- 53.74% |
$13.1M - $13.8M
|
417K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-490K- 3.07% |
$13.2M - $14M
|
15.5M
$413M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-504K- 2.32% |
$13.6M - $14.4M
|
21.2M
$566M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-568K- 26.59% |
$15.3M - $16.2M
|
1.57M
$41.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-625K- 59.05% |
$16.9M - $17.8M
|
434K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-750K- 99.03% |
$20.3M - $21.4M
|
7.36K
$196K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-765K- 96.26% |
$20.7M - $21.8M
|
29.7K
$793K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-802K- 45.84% |
$21.7M - $22.9M
|
948K
$25.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-1.07M- 27.03% |
$28.9M - $30.5M
|
2.89M
$77.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.34M- 96.51% |
$36.3M - $38.3M
|
48.5K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.4M- 29.94% |
$37.8M - $39.9M
|
3.27M
$87.4M
|