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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-662- 4.05% |
$17.9K - $18.9K
|
15.7K
$425K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-665- 2.61% |
$18K - $19K
|
24.8K
$671K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-672- 6.25% |
$18.2K - $19.2K
|
10.1K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-690- 0.74% |
$18.6K - $19.7K
|
92.4K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-697- 3.98% |
$18.8K - $19.9K
|
16.8K
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-703- 2.81% |
$19K - $20.1K
|
24.3K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-716- 9.23% |
$19.3K - $20.4K
|
7.04K
$191K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-723- 1.36% |
$19.5K - $20.6K
|
52.3K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-724- 9.89% |
$19.6K - $20.7K
|
6.59K
$179K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-734- 2.29% |
$19.8K - $20.9K
|
31.3K
$849K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-739- 1.25% |
$20K - $21.1K
|
58.2K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-746- 4.86% |
$20.1K - $21.3K
|
14.6K
$396K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-750- 7.96% |
$20.3K - $21.4K
|
8.68K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-761- 3.02% |
$20.6K - $21.7K
|
24.5K
$663K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-761- 6.77% |
$20.6K - $21.7K
|
10.5K
$284K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-761- 5.56% |
$20.6K - $21.7K
|
12.9K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-765- 0.81% |
$20.7K - $21.8K
|
94K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-766- 2.38% |
$20.7K - $21.9K
|
31.4K
$851K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-773- 2.0% |
$20.9K - $22.1K
|
37.9K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-787- 4.21% |
$21.3K - $22.5K
|
17.9K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-801- 0.73% |
$21.6K - $22.9K
|
109K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-807- 0.56% |
$21.8K - $23K
|
143K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-830- 1.72% |
$22.4K - $23.7K
|
47.4K
$1.28M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-843- 93.05% |
$22.8K - $24.1K
|
63
$1.71K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-843- 1.8% |
$22.8K - $24.1K
|
46K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-848- 4.24% |
$22.9K - $24.2K
|
19.2K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-850- 0.17% |
$23K - $24.3K
|
509K
$13.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-857- 33.08% |
$23.1K - $24.5K
|
1.73K
$47K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-866- 1.18% |
$23.4K - $24.7K
|
72.3K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-870- 4.0% |
$23.5K - $24.8K
|
20.9K
$565K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-891- 8.8% |
$24.1K - $25.4K
|
9.23K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-920- 10.22% |
$24.8K - $26.3K
|
8.09K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-922- 6.04% |
$24.9K - $26.3K
|
14.3K
$388K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-937- 6.19% |
$25.3K - $26.7K
|
14.2K
$385K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-938- 2.35% |
$25.3K - $26.8K
|
38.9K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-950- 1.36% |
$25.7K - $27.1K
|
68.7K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-958- 3.43% |
$25.9K - $27.3K
|
26.9K
$730K
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-960- 0.36% |
$25.9K - $27.4K
|
268K
$7.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-966- 0.08% |
$26.1K - $27.6K
|
1.22M
$33.1M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-976- 3.26% |
$26.4K - $27.9K
|
28.9K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-984- 1.91% |
$26.6K - $28.1K
|
50.6K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-986- 5.4% |
$26.6K - $28.1K
|
17.3K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-987- 3.91% |
$26.7K - $28.2K
|
24.3K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1K- 37.04% |
$27K - $28.5K
|
1.7K
$46.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1K- 4.72% |
$27K - $28.6K
|
20.2K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-1.01K- 96.56% |
$27.3K - $28.9K
|
36
$975
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.02K- 3.58% |
$27.6K - $29.2K
|
27.6K
$746K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.92% |
$28.3K - $29.9K
|
34.8K
$944K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-1.05K- 4.98% |
$28.4K - $30K
|
20.1K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.06K- 32.81% |
$28.6K - $30.2K
|
2.17K
$58.8K
|