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 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9.89K- 74.26% |
$267K - $282K
|
3.43K
$94.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-9.94K- 25.01% |
$269K - $284K
|
29.8K
$819K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-9.99K- 21.42% |
$270K - $285K
|
36.7K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10K- 86.9% |
$271K - $286K
|
1.51K
$41.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10K- 45.26% |
$271K - $287K
|
12.2K
$334K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 3.08% |
$274K - $289K
|
318K
$8.75M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-10.2K- 5.99% |
$276K - $291K
|
160K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 2.95% |
$281K - $297K
|
343K
$9.42M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.7K- 56.13% |
$289K - $305K
|
8.36K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10.9K- 4.24% |
$295K - $312K
|
247K
$6.78M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11K- 6.77% |
$296K - $313K
|
151K
$4.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-11K- 4.63% |
$298K - $315K
|
227K
$6.24M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-11.3K- 6.82% |
$305K - $322K
|
154K
$4.24M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-11.4K- 4.42% |
$308K - $326K
|
247K
$6.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-11.4K- 3.08% |
$309K - $326K
|
360K
$9.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-11.5K- 1.64% |
$310K - $327K
|
689K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-12.1K- 16.47% |
$328K - $346K
|
61.5K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-12.3K- 49.2% |
$331K - $350K
|
12.7K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-12.8K- 17.26% |
$345K - $365K
|
61.2K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-12.9K- 8.7% |
$349K - $369K
|
136K
$3.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-13K- 8.93% |
$351K - $371K
|
133K
$3.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-13.2K- 10.15% |
$357K - $377K
|
117K
$3.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.3K- 3.07% |
$360K - $381K
|
420K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 7.82% |
$370K - $391K
|
161K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-13.8K- 8.63% |
$372K - $394K
|
146K
$4.01M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14K- 6.26% |
$379K - $400K
|
210K
$5.77M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 2.35% |
$380K - $401K
|
583K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 13.71% |
$382K - $404K
|
89.1K
$2.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.2K- 6.89% |
$383K - $405K
|
192K
$5.26M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.5K- 17.62% |
$390K - $412K
|
67.6K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-14.6K- 3.53% |
$395K - $418K
|
400K
$11M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.8K- 0.26% |
$400K - $422K
|
5.62M
$154M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14.9K- 76.27% |
$402K - $425K
|
4.63K
$127K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-15K- 7.09% |
$404K - $427K
|
196K
$5.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-15.2K- 26.84% |
$409K - $433K
|
41.3K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 1.4% |
$411K - $434K
|
1.07M
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-15.3K- 15.67% |
$412K - $436K
|
82.2K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15.7K- 30.07% |
$425K - $449K
|
36.6K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-16.2K- 16.39% |
$439K - $463K
|
82.8K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.4K- 51.71% |
$444K - $469K
|
15.4K
$422K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16.5K- 6.39% |
$445K - $470K
|
241K
$6.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-17K- 3.46% |
$458K - $484K
|
473K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.2K- 3.04% |
$463K - $490K
|
548K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-17.2K- 3.55% |
$465K - $491K
|
467K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-17.7K- 3.49% |
$479K - $506K
|
490K
$13.5M
|
|
|
Aug 20, 2025
Q1 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-18K- 6.4% |
$487K - $515K
|
264K
$7.26M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-18.3K- 20.97% |
$495K - $524K
|
69.1K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19.3K- 23.37% |
$520K - $550K
|
63.2K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-19.3K- 3.98% |
$520K - $550K
|
465K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.8K- 68.94% |
$534K - $564K
|
8.9K
$245K
|