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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2- 0.05% |
$48.6 - $55.7
|
3.66K
$101K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5- 0.03% |
$122 - $139
|
19.6K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-15- 0.08% |
$365 - $418
|
18.2K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-18- 0.09% |
$438 - $502
|
19.7K
$541K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-19- 0.02% |
$462 - $530
|
81.1K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-19- 6.46% |
$462 - $530
|
275
$7.56K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-19- 0.99% |
$462 - $530
|
1.9K
$52.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-22- 0.48% |
$535 - $613
|
4.61K
$127K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-24- 82.76% |
$584 - $669
|
5
$137
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-29- 0.09% |
$705 - $808
|
31.3K
$860K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-39- 3.58% |
$948 - $1.09K
|
1.05K
$28.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-42- 49.41% |
$1.02K - $1.17K
|
43
$1.18K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-43- 0.23% |
$1.05K - $1.2K
|
18.4K
$506K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-49- 0.14% |
$1.19K - $1.37K
|
35.5K
$976K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-49- 0.15% |
$1.19K - $1.37K
|
32.3K
$888K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 0.21% |
$1.22K - $1.39K
|
24.3K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-61- 0.57% |
$1.48K - $1.7K
|
10.6K
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-62- 0.03% |
$1.51K - $1.73K
|
234K
$6.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-67- 0.47% |
$1.63K - $1.87K
|
14.3K
$392K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-70- 0.39% |
$1.7K - $1.95K
|
17.8K
$490K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-72- 0.28% |
$1.75K - $2.01K
|
25.8K
$709K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-108- 0.5% |
$2.63K - $3.01K
|
21.3K
$585K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-112- 0.24% |
$2.72K - $3.12K
|
47.1K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-117- 0.45% |
$2.85K - $3.26K
|
25.9K
$711K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-120- 0.75% |
$2.92K - $3.34K
|
15.8K
$435K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-127- 0.62% |
$3.09K - $3.54K
|
20.2K
$556K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-132- 0.36% |
$3.21K - $3.68K
|
36.5K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-144- 0.17% |
$3.5K - $4.01K
|
82.7K
$2.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-155- 0.93% |
$3.77K - $4.32K
|
16.5K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-167- 2.07% |
$4.06K - $4.65K
|
7.91K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-177- 4.54% |
$4.3K - $4.93K
|
3.72K
$102K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-178- 1.46% |
$4.33K - $4.96K
|
12.1K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-183- 0.63% |
$4.45K - $5.1K
|
29K
$798K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-184- 0.04% |
$4.47K - $5.13K
|
473K
$13M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-196- 0.95% |
$4.77K - $5.46K
|
20.5K
$564K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-196- 1.17% |
$4.77K - $5.46K
|
16.5K
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-196- 0.67% |
$4.77K - $5.46K
|
29K
$796K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 22.55% |
$4.86K - $5.57K
|
687
$18.9K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-204- 0.72% |
$4.96K - $5.69K
|
28.1K
$773K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-218- 1.29% |
$5.3K - $6.08K
|
16.6K
$457K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-220- 1.66% |
$5.35K - $6.13K
|
13.1K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-221- 0.05% |
$5.37K - $6.16K
|
465K
$12.8M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-222- 2.24% |
$5.4K - $6.19K
|
9.7K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-229- 1.33% |
$5.57K - $6.38K
|
17K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-231- 0.27% |
$5.62K - $6.44K
|
84.3K
$2.32M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-236- 15.62% |
$5.74K - $6.58K
|
1.28K
$35K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-237- 0.98% |
$5.76K - $6.61K
|
24K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-242- 0.26% |
$5.89K - $6.74K
|
92.8K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-249- 0.74% |
$6.06K - $6.94K
|
33.6K
$923K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-249- 23.92% |
$6.06K - $6.94K
|
792
$21.8K
|