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 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-226K- 7.67% |
$6.11M - $6.45M
|
2.72M
$74.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-235K- 96.42% |
$6.34M - $6.69M
|
8.7K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-262K- 93.55% |
$7.08M - $7.48M
|
18.1K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-268K- 91.67% |
$7.25M - $7.66M
|
24.4K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-272K- 21.2% |
$7.35M - $7.76M
|
1.01M
$27.8M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-289K- 84.89% |
$7.81M - $8.25M
|
51.5K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-332K- 4.67% |
$8.96M - $9.46M
|
6.77M
$186M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-366K- 34.12% |
$9.9M - $10.5M
|
708K
$19.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-373K- 95.82% |
$10.1M - $10.6M
|
16.3K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-374K- 35.84% |
$10.1M - $10.7M
|
669K
$18.4M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-385K- 2.69% |
$10.4M - $11M
|
13.9M
$383M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-386K- 17.74% |
$10.4M - $11M
|
1.79M
$49.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-401KClosed |
$10.8M - $11.5M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-459K- 2.52% |
$12.4M - $13.1M
|
17.8M
$488M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-467K- 71.26% |
$12.6M - $13.3M
|
188K
$5.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-485K- 53.74% |
$13.1M - $13.8M
|
417K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-490K- 3.07% |
$13.2M - $14M
|
15.5M
$426M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-504K- 2.32% |
$13.6M - $14.4M
|
21.2M
$583M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-568K- 26.59% |
$15.3M - $16.2M
|
1.57M
$43.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-625K- 59.05% |
$16.9M - $17.8M
|
434K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-750K- 99.03% |
$20.3M - $21.4M
|
7.36K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-765K- 96.26% |
$20.7M - $21.8M
|
29.7K
$817K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-802K- 45.84% |
$21.7M - $22.9M
|
948K
$26M
|
|
|
Apr 29, 2025
Q1 2025
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-1.07M- 27.03% |
$28.9M - $30.5M
|
2.89M
$79.3M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.34M- 96.51% |
$36.3M - $38.3M
|
48.5K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.4M- 29.94% |
$37.8M - $39.9M
|
3.27M
$89.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.45M- 99.94% |
$39.3M - $41.5M
|
911
$25K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49M- 7.61% |
$40.4M - $42.6M
|
18.1M
$498M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.66M- 47.58% |
$44.8M - $47.4M
|
1.83M
$50.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33M- 18.98% |
$63M - $66.6M
|
9.96M
$274M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.25M- 30.76% |
$223M - $235M
|
18.6M
$510M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.4M- 35.03% |
$470M - $496M
|
32.2M
$886M
|