Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-339- 1.17% |
$9.16K - $9.68K
|
28.7K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-350- 1.35% |
$9.45K - $9.99K
|
25.7K
$695K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-351- 3.7% |
$9.48K - $10K
|
9.14K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-360- 0.39% |
$9.72K - $10.3K
|
90.9K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-362- 0.07% |
$9.78K - $10.3K
|
483K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-362- 2.6% |
$9.78K - $10.3K
|
13.6K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-369- 1.12% |
$9.97K - $10.5K
|
32.5K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-373- 2.8% |
$10.1K - $10.6K
|
12.9K
$350K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-390- 1.96% |
$10.5K - $11.1K
|
19.5K
$529K
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-390- 0.92% |
$10.5K - $11.1K
|
41.8K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-404- 0.31% |
$10.9K - $11.5K
|
131K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-405- 1.27% |
$10.9K - $11.6K
|
31.5K
$854K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-411- 2.1% |
$11.1K - $11.7K
|
19.2K
$520K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-414- 0.28% |
$11.2K - $11.8K
|
146K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-418- 4.83% |
$11.3K - $11.9K
|
8.23K
$223K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-429- 2.86% |
$11.6K - $12.2K
|
14.6K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-434- 0.25% |
$11.7K - $12.4K
|
172K
$4.65M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-435- 3.5% |
$11.7K - $12.4K
|
12K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-437- 1.48% |
$11.8K - $12.5K
|
29.1K
$789K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-443- 0.42% |
$12K - $12.6K
|
105K
$2.83M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-446- 33.89% |
$12K - $12.7K
|
870
$23.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-448- 23.3% |
$12.1K - $12.8K
|
1.48K
$40K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-450- 6.06% |
$12.2K - $12.8K
|
6.97K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-454- 2.42% |
$12.3K - $13K
|
18.3K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-459- 1.51% |
$12.4K - $13.1K
|
30K
$814K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-463- 8.05% |
$12.5K - $13.2K
|
5.29K
$143K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-465- 0.47% |
$12.6K - $13.3K
|
98K
$2.65M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-466- 0.8% |
$12.6K - $13.3K
|
57.5K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-469- 3.72% |
$12.7K - $13.4K
|
12.1K
$329K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-470- 0.41% |
$12.7K - $13.4K
|
115K
$3.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-494- 5.1% |
$13.3K - $14.1K
|
9.2K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-495- 0.52% |
$13.4K - $14.1K
|
94.4K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-496- 31.29% |
$13.4K - $14.2K
|
1.09K
$29.5K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-499- 6.03% |
$13.5K - $14.2K
|
7.77K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-500- 2.91% |
$13.5K - $14.3K
|
16.7K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-502- 2.16% |
$13.6K - $14.3K
|
22.7K
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-503- 4.08% |
$13.6K - $14.4K
|
11.8K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-506- 0.37% |
$13.7K - $14.4K
|
135K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-522- 2.78% |
$14.1K - $14.9K
|
18.3K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-537- 3.59% |
$14.5K - $15.3K
|
14.4K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-554- 2.77% |
$15K - $15.8K
|
19.5K
$528K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-560- 0.19% |
$15.1K - $16K
|
290K
$7.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-570- 0.32% |
$15.4K - $16.3K
|
180K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-575- 0.82% |
$15.5K - $16.4K
|
69.8K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-576- 0.43% |
$15.6K - $16.4K
|
134K
$3.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-594- 0.68% |
$16K - $17K
|
87.1K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-594- 5.04% |
$16K - $17K
|
11.2K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-639- 4.24% |
$17.3K - $18.2K
|
14.4K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-643- 1.34% |
$17.4K - $18.4K
|
47.2K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-654- 0.36% |
$17.7K - $18.7K
|
183K
$4.95M
|