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 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.17K- 0.84% |
$28.5K - $32.7K
|
138K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-1.18K- 1.42% |
$28.7K - $32.9K
|
82K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.18K- 1.65% |
$28.8K - $33K
|
70.3K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.2K- 4.92% |
$29.2K - $33.4K
|
23.2K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.22K- 8.59% |
$29.7K - $34K
|
13K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 0.74% |
$29.8K - $34.2K
|
165K
$4.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.25K- 28.94% |
$30.4K - $34.9K
|
3.07K
$84.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-1.26K- 13.94% |
$30.6K - $35.1K
|
7.77K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.26K- 0.59% |
$30.6K - $35.1K
|
212K
$5.82M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.27K- 0.98% |
$30.8K - $35.3K
|
127K
$3.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.27K- 0.93% |
$30.9K - $35.4K
|
135K
$3.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.29K- 0.74% |
$31.5K - $36.1K
|
174K
$4.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-1.31K- 0.26% |
$31.8K - $36.4K
|
503K
$13.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.33K- 8.44% |
$32.3K - $37K
|
14.4K
$396K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.36K- 0.44% |
$33.1K - $38K
|
310K
$8.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.4K- 9.09% |
$34K - $39K
|
14K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.43K- 18.67% |
$34.7K - $39.8K
|
6.22K
$171K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.43K- 1.12% |
$34.8K - $39.9K
|
126K
$3.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.44K- 2.13% |
$34.9K - $40K
|
66K
$1.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.47K- 10.71% |
$35.7K - $40.9K
|
12.2K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-1.47K- 8.76% |
$35.8K - $41.1K
|
15.4K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-1.48K- 2.3% |
$36.1K - $41.4K
|
63.1K
$1.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-1.49K- 5.7% |
$36.3K - $41.6K
|
24.7K
$680K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.5K- 0.73% |
$36.5K - $41.8K
|
203K
$5.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.51K- 16.01% |
$36.7K - $42.1K
|
7.91K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 4.03% |
$36.9K - $42.3K
|
36.1K
$992K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.59K- 1.83% |
$38.8K - $44.4K
|
85.6K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.6K- 11.22% |
$38.8K - $44.5K
|
12.6K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.6K- 0.23% |
$38.8K - $44.5K
|
695K
$19.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.62K- 4.62% |
$39.3K - $45.1K
|
33.3K
$916K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.62K- 1.9% |
$39.4K - $45.2K
|
83.9K
$2.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.62K- 7.22% |
$39.5K - $45.2K
|
20.9K
$573K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.63K- 1.25% |
$39.5K - $45.3K
|
129K
$3.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.63K- 1.17% |
$39.7K - $45.5K
|
138K
$3.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-1.68K- 9.9% |
$40.8K - $46.8K
|
15.3K
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.7K- 0.97% |
$41.2K - $47.2K
|
173K
$4.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.72K- 8.99% |
$41.9K - $48K
|
17.4K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.75K- 17.16% |
$42.6K - $48.9K
|
8.46K
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.77K- 0.58% |
$42.9K - $49.2K
|
302K
$8.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-1.79K- 11.43% |
$43.6K - $49.9K
|
13.9K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.8K- 1.6% |
$43.8K - $50.2K
|
111K
$3.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.83K- 1.36% |
$44.5K - $51K
|
133K
$3.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.85K- 21.23% |
$44.9K - $51.5K
|
6.85K
$188K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.86K- 7.18% |
$45.2K - $51.8K
|
24K
$660K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.86K- 14.24% |
$45.2K - $51.8K
|
11.2K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.88K- 9.78% |
$45.6K - $52.3K
|
17.3K
$476K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.9K- 8.45% |
$46.2K - $52.9K
|
20.6K
$565K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.91K- 7.7% |
$46.5K - $53.3K
|
22.9K
$630K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.94K- 15.78% |
$47.3K - $54.2K
|
10.4K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.96K- 15.29% |
$47.6K - $54.5K
|
10.8K
$298K
|