Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-3.68K- 2.66% |
$96.9K - $103K
|
135K
$3.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.74K- 3.3% |
$98.7K - $105K
|
110K
$2.91M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.8K- 1.14% |
$100K - $106K
|
329K
$8.74M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 1.95% |
$101K - $107K
|
191K
$5.09M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.88K- 1.91% |
$102K - $108K
|
199K
$5.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.94K- 0.99% |
$104K - $110K
|
395K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-4.16K- 6.55% |
$110K - $116K
|
59.3K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.19K- 21.4% |
$110K - $117K
|
15.4K
$409K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.21K- 4.36% |
$111K - $118K
|
92.2K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.23K- 1.65% |
$111K - $118K
|
252K
$6.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.42K- 23.09% |
$117K - $124K
|
14.7K
$392K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.43K- 6.72% |
$117K - $124K
|
61.5K
$1.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.48K- 1.29% |
$118K - $125K
|
343K
$9.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-4.48K- 0.8% |
$118K - $125K
|
556K
$14.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.49K- 5.69% |
$118K - $125K
|
74.3K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.51K- 4.33% |
$119K - $126K
|
99.7K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.55K- 2.3% |
$120K - $127K
|
193K
$5.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4.61K- 3.65% |
$122K - $129K
|
122K
$3.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.66K- 6.6% |
$123K - $130K
|
66K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-4.7K- 21.37% |
$124K - $131K
|
17.3K
$459K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.86K- 2.55% |
$128K - $136K
|
186K
$4.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.1K- 6.08% |
$134K - $142K
|
78.8K
$2.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-5.23K- 11.54% |
$138K - $146K
|
40.1K
$1.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.27K- 39.76% |
$139K - $147K
|
7.99K
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5.34K- 16.43% |
$141K - $149K
|
27.2K
$722K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-5.45K- 40.41% |
$144K - $152K
|
8.04K
$213K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.69K- 12.12% |
$150K - $159K
|
41.2K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-5.86K- 4.95% |
$154K - $164K
|
112K
$2.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.94K- 6.94% |
$157K - $166K
|
79.6K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.97K- 0.77% |
$158K - $167K
|
770K
$20.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-6.05K- 4.39% |
$160K - $169K
|
132K
$3.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-6.81K- 3.22% |
$180K - $190K
|
205K
$5.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7.21K- 10.39% |
$190K - $202K
|
62.2K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-7.33K- 21.08% |
$193K - $205K
|
27.4K
$729K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-7.49K- 46.57% |
$198K - $209K
|
8.6K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.51K- 7.41% |
$198K - $210K
|
93.8K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-7.6K- 6.16% |
$200K - $212K
|
116K
$3.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-7.62K- 14.6% |
$201K - $213K
|
44.6K
$1.18M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7.77K- 1.58% |
$205K - $217K
|
483K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.82K- 4.79% |
$206K - $218K
|
155K
$4.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-7.95K- 47.93% |
$210K - $222K
|
8.63K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-8.11K- 5.6% |
$214K - $227K
|
137K
$3.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8.3K- 2.84% |
$219K - $232K
|
284K
$7.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-8.42K- 5.36% |
$222K - $235K
|
149K
$3.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-8.45K- 14.19% |
$223K - $236K
|
51.1K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.55K- 3.29% |
$226K - $239K
|
252K
$6.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.84K- 3.21% |
$233K - $247K
|
267K
$7.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-9.02K- 4.73% |
$238K - $252K
|
182K
$4.83M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-9.34K- 6.34% |
$246K - $261K
|
138K
$3.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-9.36K- 1.41% |
$247K - $262K
|
656K
$17.4M
|