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 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6.28K- 15.0% |
$170K - $179K
|
35.6K
$978K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.31K- 12.4% |
$170K - $180K
|
44.6K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.44K- 3.2% |
$174K - $184K
|
194K
$5.34M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-6.5K- 7.2% |
$176K - $186K
|
83.8K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-6.54K- 2.49% |
$177K - $187K
|
256K
$7.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6.57K- 11.33% |
$178K - $188K
|
51.4K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.57K- 5.94% |
$178K - $188K
|
104K
$2.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-6.6K- 8.27% |
$178K - $188K
|
73.2K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.67K- 6.9% |
$180K - $190K
|
89.9K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.71K- 3.98% |
$181K - $191K
|
162K
$4.45M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.75K- 1.14% |
$182K - $193K
|
587K
$16.1M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.87K- 1.64% |
$185K - $196K
|
411K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.9K- 14.72% |
$186K - $197K
|
39.9K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.98K- 23.27% |
$188K - $199K
|
23K
$632K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-7.02K- 1.38% |
$190K - $200K
|
500K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.04K- 3.59% |
$190K - $201K
|
189K
$5.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-7.06K- 4.38% |
$191K - $201K
|
154K
$4.23M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-7.07K- 27.81% |
$191K - $202K
|
18.4K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.19K- 25.0% |
$194K - $205K
|
21.6K
$592K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7.27K- 24.36% |
$196K - $208K
|
22.6K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-7.48K- 4.45% |
$202K - $213K
|
161K
$4.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-7.53K- 8.85% |
$203K - $215K
|
77.5K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-7.56K- 4.04% |
$204K - $216K
|
179K
$4.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7.66K- 1.51% |
$207K - $219K
|
500K
$13.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.69K- 6.41% |
$208K - $219K
|
112K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.95K- 3.36% |
$215K - $227K
|
229K
$6.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.09K- 3.81% |
$218K - $231K
|
204K
$5.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-8.11K- 2.84% |
$219K - $231K
|
277K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-8.29K- 2.36% |
$224K - $237K
|
343K
$9.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8.29K- 9.53% |
$224K - $237K
|
78.7K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.35K- 7.99% |
$226K - $238K
|
96.2K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-8.38K- 5.18% |
$226K - $239K
|
153K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8.48K- 13.58% |
$229K - $242K
|
54K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-8.56K- 9.3% |
$231K - $244K
|
83.4K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-8.64K- 4.48% |
$233K - $246K
|
184K
$5.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.75K- 1.64% |
$236K - $250K
|
524K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.75K- 5.18% |
$236K - $250K
|
160K
$4.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-8.84K- 15.0% |
$239K - $252K
|
50.1K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.12K- 5.53% |
$246K - $260K
|
156K
$4.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9.18K- 22.57% |
$248K - $262K
|
31.5K
$865K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9.31K- 1.66% |
$251K - $266K
|
551K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-9.36K- 2.52% |
$253K - $267K
|
362K
$9.95M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.38K- 4.3% |
$253K - $268K
|
209K
$5.74M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-9.65K- 14.46% |
$261K - $275K
|
57.1K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.67K- 55.68% |
$261K - $276K
|
7.69K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.7K- 14.75% |
$262K - $277K
|
56.1K
$1.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-9.76K- 22.28% |
$264K - $279K
|
34.1K
$936K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-9.78KClosed |
$264K - $279K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.81K- 7.99% |
$265K - $280K
|
113K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-9.88K- 11.43% |
$267K - $282K
|
76.6K
$2.1M
|