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 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.98K- 3.66% |
$48K - $55K
|
52K
$1.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.01K- 2.49% |
$48.8K - $55.9K
|
78.5K
$2.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2.02K- 34.88% |
$49.2K - $56.3K
|
3.77K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.03K- 15.67% |
$49.3K - $56.5K
|
10.9K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.05K- 4.19% |
$49.9K - $57.2K
|
47K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-2.12K- 14.89% |
$51.6K - $59.1K
|
12.1K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.14K- 2.29% |
$51.9K - $59.5K
|
91K
$2.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 32.84% |
$53.4K - $61.2K
|
4.49K
$123K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.21K- 1.73% |
$53.6K - $61.5K
|
126K
$3.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.21K- 2.18% |
$53.8K - $61.7K
|
99.1K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-2.24K- 16.2% |
$54.4K - $62.3K
|
11.6K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.26K- 6.61% |
$55K - $63K
|
31.9K
$878K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.35K- 3.25% |
$57.2K - $65.6K
|
69.9K
$1.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.43K- 1.33% |
$59K - $67.6K
|
180K
$4.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-2.44K- 13.96% |
$59.4K - $68.1K
|
15.1K
$414K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.46K- 9.26% |
$59.8K - $68.5K
|
24.1K
$662K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.48K- 14.53% |
$60.4K - $69.2K
|
14.6K
$402K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.52K- 11.62% |
$61.3K - $70.2K
|
19.2K
$526K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.53K- 9.28% |
$61.5K - $70.5K
|
24.7K
$679K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.53K- 6.61% |
$61.5K - $70.5K
|
35.8K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-2.54K- 0.79% |
$61.8K - $70.8K
|
319K
$8.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2.56K- 12.17% |
$62.4K - $71.5K
|
18.5K
$508K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.6K- 1.21% |
$63.1K - $72.4K
|
211K
$5.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.64K- 86.11% |
$64.3K - $73.6K
|
426
$11.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.65K- 2.61% |
$64.4K - $73.8K
|
98.7K
$2.71M
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-2.67K- 13.93% |
$64.9K - $74.4K
|
16.5K
$453K
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-2.67K- 13.93% |
$64.9K - $74.4K
|
16.5K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.75K- 9.87% |
$66.8K - $76.5K
|
25.1K
$689K
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.77K- 1.13% |
$67.4K - $77.2K
|
241K
$6.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.79K- 3.98% |
$67.8K - $77.6K
|
67.2K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.81K- 9.35% |
$68.2K - $78.2K
|
27.2K
$748K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.81K- 16.55% |
$68.4K - $78.4K
|
14.2K
$390K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.84K- 3.71% |
$69K - $79K
|
73.6K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.84K- 0.96% |
$69.1K - $79.2K
|
292K
$8.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.89K- 8.19% |
$70.2K - $80.4K
|
32.4K
$889K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.9K- 5.06% |
$70.4K - $80.7K
|
54.3K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.9K- 6.5% |
$70.5K - $80.8K
|
41.7K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.91K- 0.24% |
$70.7K - $81.1K
|
1.2M
$33M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.96K- 2.9% |
$71.9K - $82.4K
|
99K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.01K- 7.5% |
$73.1K - $83.7K
|
37K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-3.01K- 2.48% |
$73.1K - $83.8K
|
118K
$3.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.05K- 4.08% |
$74.1K - $84.9K
|
71.6K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.06K- 8.01% |
$74.3K - $85.2K
|
35.1K
$964K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.08K- 2.83% |
$74.8K - $85.7K
|
106K
$2.91M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.09K- 15.02% |
$75.1K - $86K
|
17.5K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.09K- 16.09% |
$75.1K - $86K
|
16.1K
$442K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.09K- 3.9% |
$75.1K - $86.1K
|
76.1K
$2.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.24K- 2.62% |
$78.7K - $90.2K
|
120K
$3.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.31K- 5.28% |
$80.6K - $92.3K
|
59.5K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.33K- 25.12% |
$80.9K - $92.7K
|
9.92K
$272K
|