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 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-237K- 76.3% |
$6.24M - $6.61M
|
73.5K
$1.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-248K- 96.97% |
$6.55M - $6.94M
|
7.76K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-270K- 52.6% |
$7.12M - $7.54M
|
243K
$6.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-280K- 80.12% |
$7.4M - $7.84M
|
69.6K
$1.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-338K- 22.22% |
$8.93M - $9.46M
|
1.18M
$31.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-347K- 64.88% |
$9.14M - $9.69M
|
188K
$4.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-364K- 38.03% |
$9.59M - $10.2M
|
592K
$15.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-580K- 45.56% |
$15.3M - $16.2M
|
693K
$18.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-580K- 58.84% |
$15.3M - $16.2M
|
406K
$10.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-600K- 94.91% |
$15.8M - $16.8M
|
32.2K
$856K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-661K- 29.29% |
$17.4M - $18.5M
|
1.59M
$42.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-662K- 65.26% |
$17.5M - $18.5M
|
352K
$9.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-915K- 66.13% |
$24.1M - $25.6M
|
468K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-964K- 29.01% |
$25.4M - $26.9M
|
2.36M
$62.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.24M- 97.31% |
$32.6M - $34.6M
|
34.2K
$909K
|
|
|
Oct 21, 2025
Q3 2025
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-1.56M- 43.64% |
$41.2M - $43.7M
|
2.02M
$53.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-4.22M- 92.59% |
$111M - $118M
|
338K
$8.98M
|