Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q2 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 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-25.4K- 13.5% |
$619K - $709K
|
163K
$4.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-25.8K- 16.1% |
$627K - $719K
|
134K
$3.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-28.5K- 12.98% |
$693K - $794K
|
191K
$5.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-29.8K- 15.39% |
$725K - $831K
|
164K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30.9K- 0.95% |
$751K - $861K
|
3.23M
$87.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-32.5K- 31.53% |
$791K - $907K
|
70.7K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-34.1K- 23.17% |
$829K - $951K
|
113K
$3.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-35.2K- 6.8% |
$857K - $982K
|
483K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-36.5K- 75.66% |
$888K - $1.02M
|
11.7K
$318K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-41K- 1.98% |
$998K - $1.14M
|
2.03M
$55M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-46.7K- 1.69% |
$1.14M - $1.3M
|
2.72M
$73.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-55.4K- 57.61% |
$1.35M - $1.54M
|
40.7K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-56.7K- 9.06% |
$1.38M - $1.58M
|
570K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-66K- 85.21% |
$1.61M - $1.84M
|
11.5K
$310K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-67.4K- 14.48% |
$1.64M - $1.88M
|
398K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-69.7K- 76.04% |
$1.7M - $1.94M
|
22K
$595K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-76.2K- 12.02% |
$1.85M - $2.12M
|
558K
$15.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-84.1K- 5.52% |
$2.05M - $2.34M
|
1.44M
$39M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-114K- 49.04% |
$2.78M - $3.18M
|
119K
$3.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-121K- 6.99% |
$2.95M - $3.38M
|
1.62M
$43.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-122K- 88.05% |
$2.97M - $3.4M
|
16.6K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-138K- 13.29% |
$3.36M - $3.85M
|
902K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-141K- 4.49% |
$3.42M - $3.92M
|
2.99M
$81M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-142K- 68.6% |
$3.45M - $3.95M
|
64.9K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-142K- 18.44% |
$3.45M - $3.96M
|
628K
$17M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-143K- 74.18% |
$3.49M - $4M
|
49.9K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-156K- 30.35% |
$3.78M - $4.34M
|
357K
$9.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-160K- 28.89% |
$3.89M - $4.46M
|
393K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-175K- 34.51% |
$4.26M - $4.89M
|
333K
$9.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-185K- 17.98% |
$4.51M - $5.16M
|
846K
$22.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-213K- 14.34% |
$5.17M - $5.93M
|
1.27M
$34.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-216K- 6.09% |
$5.24M - $6.01M
|
3.32M
$90M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-225K- 72.08% |
$5.48M - $6.28M
|
87.3K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-250K- 68.73% |
$6.09M - $6.98M
|
114K
$3.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-261K- 33.79% |
$6.35M - $7.28M
|
512K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-278K- 93.17% |
$6.76M - $7.75M
|
20.4K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-471K- 33.74% |
$11.5M - $13.1M
|
925K
$25.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-476K- 29.59% |
$11.6M - $13.3M
|
1.13M
$30.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-554K- 79.46% |
$13.5M - $15.4M
|
143K
$3.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-617K- 34.53% |
$15M - $17.2M
|
1.17M
$31.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.71M- 84.67% |
$41.6M - $47.7M
|
310K
$8.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-11.1M- 96.56% |
$271M - $310M
|
396K
$10.7M
|