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 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-490K- 3.07% |
$13.2M - $14M
|
15.5M
$419M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-504K- 2.32% |
$13.6M - $14.4M
|
21.2M
$574M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-568K- 26.59% |
$15.3M - $16.2M
|
1.57M
$42.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-625K- 59.05% |
$16.9M - $17.8M
|
434K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-750K- 99.03% |
$20.3M - $21.4M
|
7.36K
$199K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-765K- 96.26% |
$20.7M - $21.8M
|
29.7K
$805K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-802K- 45.84% |
$21.7M - $22.9M
|
948K
$25.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-1.07M- 27.03% |
$28.9M - $30.5M
|
2.89M
$78.2M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.34M- 96.51% |
$36.3M - $38.3M
|
48.5K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.4M- 29.94% |
$37.8M - $39.9M
|
3.27M
$88.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.45M- 99.94% |
$39.3M - $41.5M
|
911
$24.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49M- 7.61% |
$40.4M - $42.6M
|
18.1M
$491M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.66M- 47.58% |
$44.8M - $47.4M
|
1.83M
$49.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33M- 18.98% |
$63M - $66.6M
|
9.96M
$270M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.25M- 30.76% |
$223M - $235M
|
18.6M
$503M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.4M- 35.03% |
$470M - $496M
|
32.2M
$873M
|