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 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.94K- 64.82% |
$52.3K - $55.2K
|
1.05K
$26.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.96K- 6.89% |
$53K - $56.1K
|
26.6K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.1K- 4.07% |
$56.6K - $59.8K
|
49.5K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.14K- 16.78% |
$57.7K - $60.9K
|
10.6K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.26K- 19.64% |
$61K - $64.5K
|
9.25K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-2.27K- 7.58% |
$61.3K - $64.8K
|
27.7K
$705K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.32K- 1.23% |
$62.6K - $66.1K
|
187K
$4.75M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.32K- 22.16% |
$62.7K - $66.2K
|
8.15K
$207K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.36K- 5.34% |
$63.8K - $67.4K
|
41.9K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.42K- 1.91% |
$65.3K - $69K
|
124K
$3.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.43K- 3.25% |
$65.6K - $69.3K
|
72.3K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.5K- 1.92% |
$67.5K - $71.3K
|
128K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.53K- 14.06% |
$68.3K - $72.1K
|
15.4K
$393K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.59K- 0.91% |
$70K - $73.9K
|
283K
$7.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-2.72K- 60.48% |
$73.5K - $77.6K
|
1.78K
$45.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.72K- 1.37% |
$73.5K - $77.7K
|
196K
$4.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.79K- 22.44% |
$75.4K - $79.7K
|
9.65K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.8K- 0.98% |
$75.6K - $79.9K
|
284K
$7.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.87K- 2.51% |
$77.6K - $82K
|
112K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.91K- 25.44% |
$78.5K - $83K
|
8.53K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.92K- 0.42% |
$78.9K - $83.3K
|
697K
$17.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-2.99K- 2.09% |
$80.8K - $85.4K
|
140K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.04K- 1.54% |
$82.2K - $86.8K
|
194K
$4.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.06K- 6.38% |
$82.7K - $87.4K
|
44.9K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.09K- 3.12% |
$83.5K - $88.2K
|
96.1K
$2.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.21K- 63.63% |
$86.7K - $91.6K
|
1.84K
$46.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.24K- 7.92% |
$87.5K - $92.5K
|
37.7K
$959K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.42K- 7.74% |
$92.3K - $97.6K
|
40.8K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.45K- 15.05% |
$93.2K - $98.5K
|
19.5K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.73K- 22.01% |
$101K - $107K
|
13.2K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-3.75K- 1.18% |
$101K - $107K
|
314K
$7.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.77K- 0.7% |
$102K - $108K
|
534K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.8K- 0.68% |
$103K - $108K
|
558K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-4.01K- 25.16% |
$108K - $114K
|
11.9K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.06K- 0.53% |
$110K - $116K
|
755K
$19.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.1K- 3.27% |
$111K - $117K
|
121K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.16K- 2.89% |
$112K - $119K
|
140K
$3.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.64K- 18.27% |
$125K - $132K
|
20.8K
$528K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-4.67K- 26.83% |
$126K - $133K
|
12.7K
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.85K- 18.16% |
$131K - $138K
|
21.8K
$556K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.08K- 2.14% |
$137K - $145K
|
232K
$5.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.09K- 1.26% |
$137K - $145K
|
398K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 2.84% |
$138K - $146K
|
175K
$4.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-5.45K- 7.75% |
$147K - $155K
|
64.8K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-6.08K- 2.04% |
$164K - $174K
|
293K
$7.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6.12K- 4.76% |
$165K - $175K
|
122K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6.28K- 15.0% |
$170K - $179K
|
35.6K
$905K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.31K- 12.4% |
$170K - $180K
|
44.6K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6.57K- 11.33% |
$178K - $188K
|
51.4K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-6.6K- 8.27% |
$178K - $188K
|
73.2K
$1.86M
|