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
|
Flc Capital Advisors
|
SELL
|
- |
-1.32K- 0.76% |
$34.8K - $36.9K
|
173K
$4.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.44K- 0.39% |
$37.9K - $40.2K
|
363K
$9.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.47K- 0.4% |
$38.7K - $41K
|
361K
$9.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 14.45% |
$39.6K - $41.9K
|
8.88K
$236K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.53K- 1.86% |
$40.4K - $42.8K
|
80.9K
$2.15M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.56K- 2.92% |
$41.2K - $43.7K
|
52K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.57K- 5.56% |
$41.4K - $43.9K
|
26.7K
$709K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.65K- 6.09% |
$43.5K - $46.1K
|
25.4K
$675K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.65K- 0.99% |
$43.5K - $46.1K
|
166K
$4.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.66K- 1.43% |
$43.7K - $46.3K
|
114K
$3.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.66K- 4.55% |
$43.8K - $46.4K
|
34.8K
$925K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.75K- 15.62% |
$46.1K - $48.8K
|
9.44K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.77K- 2.52% |
$46.6K - $49.3K
|
68.2K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.81K- 3.94% |
$47.7K - $50.6K
|
44.2K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-1.82K- 0.26% |
$47.9K - $50.8K
|
709K
$18.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.96K- 2.79% |
$51.8K - $54.9K
|
68.5K
$1.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.99K- 2.01% |
$52.6K - $55.7K
|
97.1K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2K- 2.59% |
$52.7K - $55.9K
|
75.2K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.04K- 9.0% |
$53.8K - $57K
|
20.6K
$548K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.07K- 8.17% |
$54.5K - $57.7K
|
23.2K
$617K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.1K- 10.06% |
$55.5K - $58.8K
|
18.8K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 0.91% |
$59.9K - $63.4K
|
246K
$6.54M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.29K- 1.72% |
$60.3K - $63.9K
|
130K
$3.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-2.31K- 4.08% |
$60.8K - $64.4K
|
54.2K
$1.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.32K- 3.89% |
$61.1K - $64.7K
|
57.2K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.42K- 0.35% |
$63.8K - $67.6K
|
693K
$18.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.44K- 20.22% |
$64.3K - $68.1K
|
9.61K
$255K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.47K- 3.91% |
$65.2K - $69.1K
|
60.7K
$1.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.51K- 18.0% |
$66.2K - $70.1K
|
11.4K
$303K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-2.54K- 20.75% |
$66.9K - $70.9K
|
9.68K
$257K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.57K- 70.95% |
$67.7K - $71.7K
|
1.05K
$27.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.63K- 4.8% |
$69.4K - $73.5K
|
52.2K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.71K- 0.56% |
$71.4K - $75.7K
|
482K
$12.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.74K- 6.89% |
$72.4K - $76.7K
|
37.1K
$985K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.8K- 5.2% |
$73.8K - $78.2K
|
51K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.9K- 5.56% |
$76.4K - $81K
|
49.3K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-2.93K- 0.18% |
$77.2K - $81.8K
|
1.64M
$43.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.96K- 9.7% |
$78.2K - $82.8K
|
27.6K
$733K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-2.99K- 7.74% |
$78.9K - $83.6K
|
35.6K
$947K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.05K- 2.57% |
$80.3K - $85.1K
|
116K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.09K- 0.89% |
$81.6K - $86.4K
|
346K
$9.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-3.11K- 2.04% |
$82K - $86.9K
|
149K
$3.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-3.21K- 74.12% |
$84.8K - $89.8K
|
1.12K
$29.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.22K- 12.39% |
$85K - $90.1K
|
22.8K
$605K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-3.41K- 21.26% |
$90K - $95.3K
|
12.6K
$335K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.44K- 0.95% |
$90.7K - $96.1K
|
358K
$9.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-3.5K- 1.02% |
$92.3K - $97.7K
|
339K
$9M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-3.59K- 2.88% |
$94.7K - $100K
|
121K
$3.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-3.6K- 1.33% |
$94.9K - $101K
|
266K
$7.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.61K- 29.25% |
$95.2K - $101K
|
8.73K
$232K
|