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 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-50.7K- 70.96% |
$1.37M - $1.45M
|
20.7K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-54K- 49.48% |
$1.46M - $1.54M
|
55.2K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-54.5K- 20.86% |
$1.47M - $1.56M
|
207K
$5.68M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.7K- 2.62% |
$1.51M - $1.59M
|
2.08M
$57M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57.1K- 25.35% |
$1.54M - $1.63M
|
168K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-57.7K- 64.11% |
$1.56M - $1.65M
|
32.3K
$888K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-57.8K- 25.22% |
$1.56M - $1.65M
|
172K
$4.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-58.9K- 1.64% |
$1.59M - $1.68M
|
3.54M
$97.2M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-59.4K- 14.25% |
$1.6M - $1.69M
|
357K
$9.82M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-59.5K- 59.69% |
$1.61M - $1.7M
|
40.2K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-59.6K- 51.24% |
$1.61M - $1.7M
|
56.7K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-59.7K- 17.81% |
$1.61M - $1.7M
|
275K
$7.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-61.2K- 50.99% |
$1.65M - $1.75M
|
58.9K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-61.4K- 31.85% |
$1.66M - $1.75M
|
131K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.6K- 57.2% |
$1.66M - $1.76M
|
46.1K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-67.5K- 2.38% |
$1.82M - $1.93M
|
2.77M
$76.1M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-67.8K- 16.62% |
$1.83M - $1.93M
|
340K
$9.34M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-70.7K- 73.87% |
$1.91M - $2.02M
|
25K
$688K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-77.5K- 28.57% |
$2.09M - $2.21M
|
194K
$5.32M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-81.1K- 42.84% |
$2.19M - $2.31M
|
108K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-84.3K- 19.57% |
$2.28M - $2.41M
|
346K
$9.52M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-85.1K- 13.45% |
$2.3M - $2.43M
|
547K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-85.4K- 84.73% |
$2.31M - $2.44M
|
15.4K
$423K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-85.9K- 50.41% |
$2.32M - $2.45M
|
84.6K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-87.4K- 10.62% |
$2.36M - $2.49M
|
735K
$20.2M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-89.1K- 9.89% |
$2.41M - $2.54M
|
812K
$22.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-92.5K- 5.89% |
$2.5M - $2.64M
|
1.48M
$40.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-93.5K- 11.33% |
$2.52M - $2.67M
|
731K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-95K- 8.4% |
$2.57M - $2.71M
|
1.04M
$28.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-96.5K- 21.81% |
$2.61M - $2.75M
|
346K
$9.51M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-98.8K- 20.91% |
$2.67M - $2.82M
|
374K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-101K- 28.85% |
$2.73M - $2.88M
|
249K
$6.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-102K- 18.17% |
$2.74M - $2.9M
|
457K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-102K- 15.85% |
$2.75M - $2.91M
|
541K
$14.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-102K- 15.07% |
$2.76M - $2.92M
|
577K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-103K- 7.32% |
$2.79M - $2.95M
|
1.31M
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-108K- 55.38% |
$2.92M - $3.09M
|
87.1K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-120K- 11.9% |
$3.23M - $3.42M
|
886K
$24.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-128K- 66.77% |
$3.45M - $3.65M
|
63.6K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-129K- 20.72% |
$3.49M - $3.69M
|
495K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-130K- 58.12% |
$3.51M - $3.7M
|
93.5K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-131K- 15.11% |
$3.54M - $3.74M
|
737K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-133K- 100.0% |
$3.59M - $3.8M
|
1
$27.5
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-136K- 86.22% |
$3.66M - $3.87M
|
21.7K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-137K- 83.27% |
$3.71M - $3.92M
|
27.6K
$758K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-143K- 92.33% |
$3.86M - $4.08M
|
11.9K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-150K- 20.87% |
$4.06M - $4.29M
|
569K
$15.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150K- 22.82% |
$4.06M - $4.29M
|
509K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-165K- 46.1% |
$4.46M - $4.72M
|
193K
$5.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-175K- 90.95% |
$4.72M - $4.99M
|
17.4K
$478K
|