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 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-9.49K- 2.4% |
$250K - $265K
|
385K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-9.76K- 1.19% |
$257K - $273K
|
810K
$21.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.79K- 6.72% |
$258K - $274K
|
136K
$3.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-9.91K- 28.03% |
$261K - $277K
|
25.4K
$676K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-10K- 1.92% |
$265K - $280K
|
511K
$13.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-10.4K- 14.14% |
$275K - $291K
|
63.2K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.6K- 3.93% |
$280K - $297K
|
260K
$6.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-10.9K- 1.56% |
$287K - $304K
|
687K
$18.2M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-11K- 20.81% |
$289K - $307K
|
41.7K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-11.4K- 1.43% |
$301K - $319K
|
788K
$20.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.6K- 5.76% |
$307K - $326K
|
190K
$5.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.9K- 1.65% |
$315K - $334K
|
712K
$18.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-12.3K- 5.35% |
$326K - $345K
|
218K
$5.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-13.4K- 64.14% |
$354K - $375K
|
7.49K
$199K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-14K- 3.89% |
$369K - $391K
|
346K
$9.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-15.7K- 60.43% |
$414K - $439K
|
10.3K
$273K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-16.7K- 1.81% |
$442K - $468K
|
910K
$24.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-17.4K- 19.63% |
$458K - $486K
|
71.2K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-18K- 9.73% |
$475K - $503K
|
167K
$4.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-18.8K- 7.71% |
$496K - $525K
|
225K
$5.98M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-19.1K- 30.03% |
$503K - $532K
|
44.4K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-19.8K- 80.72% |
$522K - $553K
|
4.72K
$125K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-20.7K- 3.84% |
$547K - $579K
|
519K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-22.4K- 7.23% |
$591K - $626K
|
287K
$7.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-25.4K- 21.63% |
$671K - $711K
|
92.1K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-25.4K- 5.26% |
$671K - $711K
|
458K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26.2K- 5.63% |
$692K - $734K
|
440K
$11.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-26.9K- 29.48% |
$710K - $752K
|
64.3K
$1.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27.4K- 6.89% |
$723K - $766K
|
371K
$9.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-27.6K- 34.14% |
$729K - $772K
|
53.3K
$1.42M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-31.1K- 8.82% |
$819K - $868K
|
321K
$8.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.4K- 3.28% |
$854K - $905K
|
955K
$25.4M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-32.7K- 53.86% |
$862K - $913K
|
28K
$744K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-33.6K- 1.04% |
$886K - $939K
|
3.2M
$85M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-33.9K- 4.63% |
$895K - $948K
|
699K
$18.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-34K- 20.43% |
$898K - $951K
|
133K
$3.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-35.9K- 8.89% |
$948K - $1M
|
369K
$9.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-36.6K- 12.59% |
$965K - $1.02M
|
254K
$6.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-40.8K- 99.64% |
$1.08M - $1.14M
|
146
$3.88K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-41K- 14.41% |
$1.08M - $1.15M
|
244K
$6.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-41.8K- 2.06% |
$1.1M - $1.17M
|
1.99M
$52.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-42.8K- 6.51% |
$1.13M - $1.2M
|
615K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-44.2K- 75.9% |
$1.17M - $1.24M
|
14K
$373K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-48.8K- 3.99% |
$1.29M - $1.36M
|
1.17M
$31.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-49.4K- 33.23% |
$1.3M - $1.38M
|
99.2K
$2.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-52.8K- 32.59% |
$1.39M - $1.48M
|
109K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-53.6K- 84.43% |
$1.41M - $1.5M
|
9.88K
$263K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-54.7K- 6.47% |
$1.44M - $1.53M
|
791K
$21M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-55.6K- 10.93% |
$1.47M - $1.55M
|
453K
$12M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-56.7K- 17.7% |
$1.5M - $1.58M
|
264K
$7M
|