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 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.46K- 1.72% |
$66.5K - $70.3K
|
141K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.47K- 1.06% |
$66.6K - $70.4K
|
231K
$6.35M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.47K- 2.52% |
$66.7K - $70.5K
|
95.6K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.48K- 3.31% |
$66.9K - $70.7K
|
72.3K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.5K- 1.92% |
$67.5K - $71.3K
|
128K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2.51K- 30.23% |
$67.8K - $71.6K
|
5.79K
$159K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.53K- 14.06% |
$68.3K - $72.1K
|
15.4K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.53KClosed |
$68.4K - $72.3K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.55K- 41.87% |
$68.9K - $72.8K
|
3.54K
$97.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.59K- 0.91% |
$70K - $73.9K
|
283K
$7.77M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 13.18% |
$70.1K - $74.1K
|
17.1K
$470K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.61K- 5.13% |
$70.4K - $74.4K
|
48.2K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.71K- 5.41% |
$73.3K - $77.5K
|
47.5K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-2.72K- 60.48% |
$73.5K - $77.6K
|
1.78K
$48.8K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.72K- 0.76% |
$73.5K - $77.7K
|
355K
$9.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.72K- 1.37% |
$73.5K - $77.7K
|
196K
$5.39M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.72K- 1.52% |
$73.6K - $77.7K
|
176K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.77K- 22.98% |
$74.8K - $79.1K
|
9.29K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.79K- 22.44% |
$75.4K - $79.7K
|
9.65K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.8K- 0.98% |
$75.6K - $79.9K
|
284K
$7.79M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.8K- 4.41% |
$75.7K - $79.9K
|
60.7K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.87K- 0.21% |
$77.5K - $81.9K
|
1.36M
$37.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.87K- 2.51% |
$77.6K - $82K
|
112K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.88K- 0.67% |
$77.7K - $82.1K
|
427K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.91K- 25.44% |
$78.5K - $83K
|
8.53K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.92K- 0.42% |
$78.9K - $83.3K
|
697K
$19.2M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.96K- 28.19% |
$79.9K - $84.4K
|
7.53K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-2.99K- 2.09% |
$80.8K - $85.4K
|
140K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3K- 1.67% |
$81K - $85.6K
|
177K
$4.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.03K- 23.9% |
$81.8K - $86.4K
|
9.64K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.04K- 1.54% |
$82.2K - $86.8K
|
194K
$5.34M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-3.04K- 16.47% |
$82.2K - $86.8K
|
15.4K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.06K- 6.38% |
$82.7K - $87.4K
|
44.9K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.09K- 3.12% |
$83.5K - $88.2K
|
96.1K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.1K- 1.24% |
$83.7K - $88.4K
|
247K
$6.79M
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.12K- 0.35% |
$84.3K - $89K
|
882K
$24.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.21K- 63.63% |
$86.7K - $91.6K
|
1.84K
$50.4K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-3.24K- 99.88% |
$87.4K - $92.4K
|
4
$110
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.24K- 7.92% |
$87.5K - $92.5K
|
37.7K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.32K- 0.8% |
$89.7K - $94.8K
|
411K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.42K- 7.74% |
$92.3K - $97.6K
|
40.8K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.44K- 8.89% |
$92.9K - $98.2K
|
35.2K
$968K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.45K- 15.05% |
$93.2K - $98.5K
|
19.5K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-3.55K- 3.9% |
$96K - $101K
|
87.7K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.58K- 5.1% |
$96.6K - $102K
|
66.5K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-3.58K- 19.51% |
$96.8K - $102K
|
14.8K
$406K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.65K- 3.33% |
$98.7K - $104K
|
106K
$2.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.71K- 59.28% |
$100K - $106K
|
2.55K
$70.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.73K- 1.72% |
$101K - $106K
|
213K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.73K- 22.01% |
$101K - $107K
|
13.2K
$364K
|