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 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-564- 1.58% |
$13.7K - $15.7K
|
35K
$962K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-590- 31.67% |
$14.3K - $16.4K
|
1.27K
$35K
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-601- 2.7% |
$14.6K - $16.7K
|
21.7K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-601- 1.91% |
$14.6K - $16.7K
|
30.9K
$850K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-613- 4.52% |
$14.9K - $17.1K
|
13K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-614- 0.55% |
$14.9K - $17.1K
|
111K
$3.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-655- 3.88% |
$15.9K - $18.3K
|
16.2K
$446K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-659- 0.09% |
$16K - $18.4K
|
731K
$20.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-661- 0.03% |
$16.1K - $18.4K
|
2.35M
$64.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-665- 1.88% |
$16.2K - $18.5K
|
34.8K
$956K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-698- 1.72% |
$17K - $19.5K
|
39.9K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-701- 4.59% |
$17K - $19.5K
|
14.6K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-702- 27.53% |
$17.1K - $19.6K
|
1.85K
$50.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-706- 2.42% |
$17.2K - $19.7K
|
28.4K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-707- 0.41% |
$17.2K - $19.7K
|
172K
$4.73M
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-723- 4.37% |
$17.6K - $20.2K
|
15.8K
$435K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-725- 0.45% |
$17.6K - $20.2K
|
160K
$4.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-726- 21.17% |
$17.7K - $20.2K
|
2.7K
$74.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-727- 1.37% |
$17.7K - $20.3K
|
52.2K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-735- 0.85% |
$17.9K - $20.5K
|
85.8K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-771- 3.16% |
$18.8K - $21.5K
|
23.6K
$650K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-777- 7.0% |
$18.9K - $21.7K
|
10.3K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-800- 4.4% |
$19.5K - $22.3K
|
17.4K
$477K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-807- 5.01% |
$19.6K - $22.5K
|
15.3K
$420K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-812- 1.03% |
$19.7K - $22.6K
|
78K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-815- 4.76% |
$19.8K - $22.7K
|
16.3K
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-859- 1.25% |
$20.9K - $23.9K
|
67.9K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-869- 0.39% |
$21.1K - $24.2K
|
222K
$6.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-900- 9.34% |
$21.9K - $25.1K
|
8.74K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-921- 0.17% |
$22.4K - $25.7K
|
539K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-948- 6.7% |
$23.1K - $26.4K
|
13.2K
$363K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-956- 10.31% |
$23.2K - $26.6K
|
8.32K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-968- 9.26% |
$23.5K - $27K
|
9.49K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-993- 14.95% |
$24.1K - $27.7K
|
5.65K
$155K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1K- 11.3% |
$24.3K - $27.9K
|
7.85K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.01K- 0.49% |
$24.5K - $28.1K
|
203K
$5.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.02K- 6.84% |
$24.9K - $28.5K
|
13.9K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 2.53% |
$25K - $28.7K
|
39.7K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 15.61% |
$25K - $28.7K
|
5.57K
$153K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-1.05K- 1.82% |
$25.6K - $29.3K
|
56.9K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 0.54% |
$26K - $29.8K
|
198K
$5.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.1K- 4.87% |
$26.6K - $30.5K
|
21.4K
$587K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 5.29% |
$27.2K - $31.1K
|
20K
$549K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.12K- 1.14% |
$27.2K - $31.1K
|
97.2K
$2.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.13K- 7.93% |
$27.5K - $31.5K
|
13.1K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 7.65% |
$27.5K - $31.5K
|
13.6K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.14K- 8.04% |
$27.8K - $31.9K
|
13.1K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.15K- 1.81% |
$27.9K - $32K
|
62.3K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.15K- 5.01% |
$28K - $32.1K
|
21.8K
$600K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.16K- 10.55% |
$28.1K - $32.2K
|
9.8K
$269K
|