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 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-354- 1.35% |
$9.34K - $9.89K
|
25.8K
$686K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-359- 30.66% |
$9.47K - $10K
|
812
$21.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-370- 4.45% |
$9.76K - $10.3K
|
7.95K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-404- 1.79% |
$10.7K - $11.3K
|
22.2K
$590K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-420- 2.14% |
$11.1K - $11.7K
|
19.2K
$511K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-435- 2.81% |
$11.5K - $12.2K
|
15K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-436- 3.26% |
$11.5K - $12.2K
|
12.9K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-444- 2.45% |
$11.7K - $12.4K
|
17.7K
$471K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-472- 1.83% |
$12.5K - $13.2K
|
25.3K
$671K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-474- 0.93% |
$12.5K - $13.2K
|
50.6K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-488- 1.45% |
$12.9K - $13.6K
|
33.1K
$879K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-493- 0.55% |
$13K - $13.8K
|
89.1K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-524- 2.97% |
$13.8K - $14.6K
|
17.1K
$456K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-552- 3.84% |
$14.6K - $15.4K
|
13.8K
$367K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-564- 21.98% |
$14.9K - $15.8K
|
2K
$53.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-566- 82.51% |
$14.9K - $15.8K
|
120
$3.19K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-574- 2.76% |
$15.1K - $16K
|
20.2K
$537K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-600- 6.25% |
$15.8K - $16.8K
|
9K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-610- 1.52% |
$16.1K - $17K
|
39.4K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-610- 2.1% |
$16.1K - $17K
|
28.4K
$755K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-625- 5.73% |
$16.5K - $17.5K
|
10.3K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-625- 4.13% |
$16.5K - $17.5K
|
14.5K
$385K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-631- 28.3% |
$16.6K - $17.6K
|
1.6K
$42.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-722- 3.87% |
$19K - $20.2K
|
17.9K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-767- 3.56% |
$20.2K - $21.4K
|
20.8K
$553K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-768- 0.27% |
$20.3K - $21.5K
|
281K
$7.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-770- 0.19% |
$20.3K - $21.5K
|
396K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-771- 6.36% |
$20.3K - $21.5K
|
11.3K
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-778- 1.15% |
$20.5K - $21.7K
|
67.1K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-807- 1.98% |
$21.3K - $22.6K
|
39.9K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-864- 3.59% |
$22.8K - $24.1K
|
23.2K
$616K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-869- 0.91% |
$22.9K - $24.3K
|
95.1K
$2.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-881- 3.56% |
$23.2K - $24.6K
|
23.8K
$633K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-881- 1.64% |
$23.2K - $24.6K
|
52.7K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-911- 10.38% |
$24K - $25.5K
|
7.86K
$209K
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-935- 7.65% |
$24.7K - $26.1K
|
11.3K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-936- 8.58% |
$24.7K - $26.2K
|
9.97K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-950- 8.97% |
$25.1K - $26.6K
|
9.64K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-994- 6.58% |
$26.2K - $27.8K
|
14.1K
$375K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.02K- 7.22% |
$26.8K - $28.4K
|
13.1K
$347K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.05K- 3.36% |
$27.7K - $29.3K
|
30.2K
$803K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.06K- 82.45% |
$27.9K - $29.5K
|
225
$5.98K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.08K- 5.23% |
$28.5K - $30.2K
|
19.6K
$520K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.09K- 2.49% |
$28.8K - $30.5K
|
42.7K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.11K- 10.83% |
$29.3K - $31K
|
9.14K
$243K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.12K- 4.83% |
$29.6K - $31.3K
|
22.1K
$586K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-1.15K- 3.66% |
$30.4K - $32.2K
|
30.3K
$805K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 4.04% |
$30.8K - $32.7K
|
27.8K
$738K
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 0.19% |
$31.1K - $33K
|
625K
$16.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.25K- 4.97% |
$33K - $34.9K
|
23.9K
$635K
|