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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-443- 0.42% |
$12K - $12.6K
|
105K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-448- 23.3% |
$12.1K - $12.8K
|
1.48K
$37.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-454- 2.42% |
$12.3K - $13K
|
18.3K
$465K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-463- 8.05% |
$12.5K - $13.2K
|
5.29K
$135K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-466- 0.8% |
$12.6K - $13.3K
|
57.5K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-469- 3.72% |
$12.7K - $13.4K
|
12.1K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-506- 0.37% |
$13.7K - $14.4K
|
135K
$3.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-522- 2.78% |
$14.1K - $14.9K
|
18.3K
$465K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-560- 0.19% |
$15.1K - $16K
|
290K
$7.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-594- 0.68% |
$16K - $17K
|
87.1K
$2.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-665- 2.61% |
$18K - $19K
|
24.8K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-723- 1.36% |
$19.5K - $20.6K
|
52.3K
$1.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-734- 2.29% |
$19.8K - $20.9K
|
31.3K
$797K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-750- 7.96% |
$20.3K - $21.4K
|
8.68K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-761- 3.02% |
$20.6K - $21.7K
|
24.5K
$623K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-765- 0.81% |
$20.7K - $21.8K
|
94K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-773- 2.0% |
$20.9K - $22.1K
|
37.9K
$963K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-787- 4.21% |
$21.3K - $22.5K
|
17.9K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-807- 0.56% |
$21.8K - $23K
|
143K
$3.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-843- 1.8% |
$22.8K - $24.1K
|
46K
$1.17M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-843- 93.05% |
$22.8K - $24.1K
|
63
$1.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-850- 0.17% |
$23K - $24.3K
|
509K
$13M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-857- 33.08% |
$23.1K - $24.5K
|
1.73K
$44.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-866- 1.18% |
$23.4K - $24.7K
|
72.3K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-937- 6.19% |
$25.3K - $26.7K
|
14.2K
$362K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-938- 2.35% |
$25.3K - $26.8K
|
38.9K
$990K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-950- 1.36% |
$25.7K - $27.1K
|
68.7K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-966- 0.08% |
$26.1K - $27.6K
|
1.22M
$31.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.92% |
$28.3K - $29.9K
|
34.8K
$886K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.09K- 5.67% |
$29.5K - $31.2K
|
18.2K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.1K- 5.68% |
$29.6K - $31.3K
|
18.2K
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.15K- 4.77% |
$31.1K - $32.9K
|
23K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.19K- 0.79% |
$32.1K - $33.9K
|
150K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.22K- 13.7% |
$32.9K - $34.7K
|
7.67K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 4.84% |
$34.1K - $36K
|
24.8K
$631K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.28K- 8.26% |
$34.6K - $36.5K
|
14.2K
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.29K- 5.09% |
$34.9K - $36.9K
|
24.1K
$613K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.34K- 7.28% |
$36.3K - $38.4K
|
17.1K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.4K- 1.22% |
$37.8K - $40K
|
114K
$2.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-1.52K- 9.28% |
$41K - $43.4K
|
14.8K
$378K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.59K- 0.23% |
$42.9K - $45.4K
|
698K
$17.7M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-1.61K- 6.51% |
$43.4K - $45.8K
|
23K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.65K- 35.62% |
$44.5K - $47K
|
2.98K
$75.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.74K- 7.72% |
$46.9K - $49.6K
|
20.8K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.77K- 7.12% |
$47.9K - $50.6K
|
23.1K
$588K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.78K- 2.37% |
$48.2K - $50.9K
|
73.5K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.85K- 5.74% |
$50K - $52.9K
|
30.4K
$774K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 1.29% |
$50.4K - $53.2K
|
142K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.87K- 11.29% |
$50.4K - $53.3K
|
14.7K
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.91K- 11.72% |
$51.6K - $54.5K
|
14.4K
$366K
|