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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.45M- 99.94% |
$39.3M - $41.5M
|
911
$24.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49M- 7.61% |
$40.4M - $42.6M
|
18.1M
$484M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.66M- 47.58% |
$44.8M - $47.4M
|
1.83M
$48.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33M- 18.98% |
$63M - $66.6M
|
9.96M
$266M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.25M- 30.76% |
$223M - $235M
|
18.6M
$496M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.4M- 35.03% |
$470M - $496M
|
32.2M
$861M
|