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 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-3.73K- 10.61% |
$101K - $107K
|
31.5K
$864K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-3.75K- 1.18% |
$101K - $107K
|
314K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.75K- 11.35% |
$101K - $107K
|
29.3K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.76K- 9.21% |
$102K - $107K
|
37.1K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.77K- 0.7% |
$102K - $108K
|
534K
$14.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.77K- 6.99% |
$102K - $108K
|
50.2K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.77K- 6.27% |
$102K - $108K
|
56.4K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.79K- 89.6% |
$102K - $108K
|
440
$12.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.8K- 0.68% |
$103K - $108K
|
558K
$15.3M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.84K- 11.97% |
$104K - $110K
|
28.2K
$775K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.88K- 26.0% |
$105K - $111K
|
11.1K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-4.01K- 25.16% |
$108K - $114K
|
11.9K
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-4.04K- 0.26% |
$109K - $115K
|
1.58M
$43.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.06K- 0.53% |
$110K - $116K
|
755K
$20.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.1K- 3.27% |
$111K - $117K
|
121K
$3.33M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-4.15K- 11.82% |
$112K - $118K
|
30.9K
$850K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.16K- 2.89% |
$112K - $119K
|
140K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.29K- 0.35% |
$116K - $122K
|
1.2M
$33.1M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.43K- 36.13% |
$120K - $126K
|
7.82K
$215K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-4.43K- 2.84% |
$120K - $126K
|
152K
$4.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.61K- 2.05% |
$124K - $132K
|
220K
$6.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.64K- 18.27% |
$125K - $132K
|
20.8K
$570K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-4.67K- 26.83% |
$126K - $133K
|
12.7K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.71K- 5.32% |
$127K - $134K
|
83.7K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.72K- 17.34% |
$127K - $135K
|
22.5K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 3.81% |
$130K - $137K
|
121K
$3.33M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.82K- 3.49% |
$130K - $138K
|
133K
$3.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.85K- 18.16% |
$131K - $138K
|
21.8K
$600K
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-4.89K- 0.34% |
$132K - $140K
|
1.44M
$39.6M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.9K- 2.69% |
$132K - $140K
|
177K
$4.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-4.91K- 7.24% |
$133K - $140K
|
63K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5K- 0.7% |
$135K - $143K
|
707K
$19.4M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-5.05K- 17.69% |
$136K - $144K
|
23.5K
$646K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.08K- 2.14% |
$137K - $145K
|
232K
$6.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.09K- 1.26% |
$137K - $145K
|
398K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 2.84% |
$138K - $146K
|
175K
$4.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.13K- 1.3% |
$139K - $146K
|
390K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.33K- 2.48% |
$144K - $152K
|
210K
$5.76M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.37K- 22.47% |
$145K - $153K
|
18.5K
$509K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-5.45K- 7.75% |
$147K - $155K
|
64.8K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.6K- 5.22% |
$151K - $160K
|
102K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.65K- 3.98% |
$153K - $161K
|
136K
$3.74M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-5.68K- 9.6% |
$154K - $162K
|
53.6K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.71K- 0.13% |
$154K - $163K
|
4.39M
$121M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.96K- 19.28% |
$161K - $170K
|
24.9K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.07K- 1.71% |
$164K - $173K
|
349K
$9.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-6.08K- 2.04% |
$164K - $174K
|
293K
$8.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6.12K- 4.76% |
$165K - $175K
|
122K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-6.12K- 1.02% |
$165K - $175K
|
594K
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-6.16K- 9.5% |
$166K - $176K
|
58.7K
$1.61M
|