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 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-253- 0.49% |
$6.15K - $7.05K
|
51.2K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-273- 2.95% |
$6.64K - $7.61K
|
8.97K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-308- 0.35% |
$7.49K - $8.58K
|
88.2K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-312- 2.25% |
$7.59K - $8.7K
|
13.5K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-312- 2.02% |
$7.59K - $8.7K
|
15.1K
$416K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-315- 1.01% |
$7.66K - $8.78K
|
30.9K
$849K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-327- 2.71% |
$7.95K - $9.11K
|
11.8K
$323K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-327- 1.89% |
$7.95K - $9.11K
|
16.9K
$466K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-329- 2.79% |
$8K - $9.17K
|
11.5K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-340- 1.55% |
$8.27K - $9.48K
|
21.6K
$593K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-341- 3.2% |
$8.29K - $9.5K
|
10.3K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-360- 1.57% |
$8.76K - $10K
|
22.6K
$622K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-361- 2.47% |
$8.78K - $10.1K
|
14.3K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-363- 3.46% |
$8.83K - $10.1K
|
10.1K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-366- 1.16% |
$8.9K - $10.2K
|
31.1K
$855K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-370- 2.15% |
$9K - $10.3K
|
16.8K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-373- 1.79% |
$9.07K - $10.4K
|
20.5K
$564K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-380- 12.73% |
$9.24K - $10.6K
|
2.6K
$71.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-382- 0.34% |
$9.29K - $10.6K
|
111K
$3.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-390- 0.96% |
$9.48K - $10.9K
|
40.1K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-390- 1.03% |
$9.48K - $10.9K
|
37.5K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-409- 1.7% |
$9.95K - $11.4K
|
23.7K
$651K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-414- 4.5% |
$10.1K - $11.5K
|
8.79K
$241K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-423- 2.24% |
$10.3K - $11.8K
|
18.5K
$508K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-432- 0.93% |
$10.5K - $12K
|
46.2K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-444- 3.26% |
$10.8K - $12.4K
|
13.2K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-454- 3.58% |
$11K - $12.7K
|
12.2K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-464- 1.77% |
$11.3K - $12.9K
|
25.7K
$707K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-466- 3.14% |
$11.3K - $13K
|
14.4K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-468- 1.27% |
$11.4K - $13K
|
36.4K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-471- 4.34% |
$11.5K - $13.1K
|
10.4K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-475- 0.18% |
$11.6K - $13.2K
|
266K
$7.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-476- 1.59% |
$11.6K - $13.3K
|
29.4K
$807K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-478- 1.97% |
$11.6K - $13.3K
|
23.8K
$653K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-480- 1.24% |
$11.7K - $13.4K
|
38.1K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-483- 0.32% |
$11.7K - $13.5K
|
150K
$4.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-486- 0.8% |
$11.8K - $13.5K
|
59.9K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-489- 0.23% |
$11.9K - $13.6K
|
212K
$5.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-490- 0.11% |
$11.9K - $13.7K
|
444K
$12.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-494- 0.53% |
$12K - $13.8K
|
91.9K
$2.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-504- 4.42% |
$12.3K - $14K
|
10.9K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-508- 0.44% |
$12.4K - $14.2K
|
114K
$3.13M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-516- 3.45% |
$12.5K - $14.4K
|
14.5K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-525- 99.81% |
$12.8K - $14.6K
|
1
$27.5
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-526- 1.81% |
$12.8K - $14.7K
|
28.6K
$786K
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-530- 0.99% |
$12.9K - $14.8K
|
53K
$1.46M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-537- 0.64% |
$13.1K - $15K
|
83.7K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-539- 1.16% |
$13.1K - $15K
|
45.7K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-557- 5.77% |
$13.5K - $15.5K
|
9.1K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-559- 4.6% |
$13.6K - $15.6K
|
11.6K
$318K
|