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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-19.8K- 8.44% |
$534K - $564K
|
214K
$5.89M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20.3K- 0.49% |
$548K - $580K
|
4.09M
$112M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-20.7K- 4.89% |
$558K - $590K
|
401K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20.7K- 1.85% |
$559K - $591K
|
1.1M
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-20.9K- 3.59% |
$565K - $597K
|
562K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21K- 1.92% |
$566K - $598K
|
1.07M
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21.6K- 43.74% |
$584K - $617K
|
27.8K
$764K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-21.9K- 17.49% |
$591K - $625K
|
103K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-23.7K- 41.18% |
$641K - $677K
|
33.9K
$932K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-24K- 14.89% |
$648K - $685K
|
137K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.7K- 2.72% |
$667K - $705K
|
883K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-24.9K- 16.34% |
$672K - $710K
|
127K
$3.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-25.1K- 51.61% |
$677K - $716K
|
23.5K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-25.2K- 2.22% |
$680K - $719K
|
1.11M
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-25.4K- 12.74% |
$686K - $725K
|
174K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-26.6K- 4.59% |
$719K - $760K
|
553K
$15.2M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-28K- 30.14% |
$755K - $798K
|
64.8K
$1.78M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-28.3KClosed |
$765K - $808K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-28.6K- 0.75% |
$772K - $816K
|
3.8M
$104M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-29.2K- 7.9% |
$789K - $834K
|
340K
$9.36M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-32.4K- 13.94% |
$874K - $924K
|
200K
$5.49M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-32.7K- 29.36% |
$883K - $933K
|
78.6K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-33.9K- 9.04% |
$916K - $968K
|
341K
$9.37M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-37.4K- 3.46% |
$1.01M - $1.07M
|
1.04M
$28.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-37.5K- 70.42% |
$1.01M - $1.07M
|
15.7K
$433K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-37.7K- 3.58% |
$1.02M - $1.08M
|
1.02M
$27.9M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-37.9K- 3.86% |
$1.02M - $1.08M
|
943K
$25.9M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-38.1K- 3.73% |
$1.03M - $1.09M
|
982K
$27M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-38.1K- 49.97% |
$1.03M - $1.09M
|
38.1K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-38.2K- 14.33% |
$1.03M - $1.09M
|
228K
$6.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-39.4K- 3.73% |
$1.06M - $1.12M
|
1.02M
$27.9M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-39.5K- 8.21% |
$1.07M - $1.13M
|
441K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39.8K- 16.64% |
$1.07M - $1.13M
|
199K
$5.47M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-40.1K- 24.59% |
$1.08M - $1.14M
|
123K
$3.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-40.2K- 4.76% |
$1.09M - $1.15M
|
805K
$22.1M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-42.5K- 18.98% |
$1.15M - $1.21M
|
181K
$4.99M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42.7K- 12.33% |
$1.15M - $1.22M
|
304K
$8.34M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-42.8K- 5.25% |
$1.16M - $1.22M
|
773K
$21.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-42.9K- 4.0% |
$1.16M - $1.23M
|
1.03M
$28.3M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-44K- 22.43% |
$1.19M - $1.26M
|
152K
$4.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-44.5K- 16.04% |
$1.2M - $1.27M
|
233K
$6.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-45.2K- 6.49% |
$1.22M - $1.29M
|
651K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-46K- 13.83% |
$1.24M - $1.31M
|
287K
$7.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-48.3K- 4.81% |
$1.3M - $1.38M
|
954K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.7K- 6.12% |
$1.32M - $1.39M
|
748K
$20.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-48.8K- 12.39% |
$1.32M - $1.39M
|
345K
$9.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-49.6K- 4.55% |
$1.34M - $1.42M
|
1.04M
$28.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-50.4K- 15.65% |
$1.36M - $1.44M
|
272K
$7.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-50.5K- 24.3% |
$1.36M - $1.44M
|
157K
$4.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-50.6K- 8.57% |
$1.37M - $1.45M
|
540K
$14.8M
|