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
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.41K- 7.95% |
$83K - $95.1K
|
39.5K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-3.46K- 14.2% |
$84.2K - $96.5K
|
20.9K
$575K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.57K- 19.53% |
$86.8K - $99.5K
|
14.7K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.59K- 0.33% |
$87.3K - $100K
|
1.09M
$30M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.62K- 6.83% |
$88.1K - $101K
|
49.4K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.64K- 1.67% |
$88.5K - $101K
|
214K
$5.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-3.72K- 6.34% |
$90.6K - $104K
|
55K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.8K- 6.7% |
$92.3K - $106K
|
52.9K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.82K- 11.87% |
$92.8K - $106K
|
28.3K
$779K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.9K- 12.02% |
$94.8K - $109K
|
28.5K
$784K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.9K- 30.69% |
$94.9K - $109K
|
8.82K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-3.92K- 6.87% |
$95.4K - $109K
|
53.2K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-3.94K- 1.66% |
$95.9K - $110K
|
234K
$6.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.97K- 13.3% |
$96.5K - $111K
|
25.9K
$710K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4K- 23.47% |
$97.4K - $112K
|
13.1K
$359K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-4.02K- 24.84% |
$97.6K - $112K
|
12.1K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.07K- 3.19% |
$99K - $113K
|
124K
$3.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.08K- 5.55% |
$99.2K - $114K
|
69.4K
$1.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.08K- 3.33% |
$99.2K - $114K
|
118K
$3.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.13K- 8.25% |
$100K - $115K
|
46K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-4.14K- 1.32% |
$101K - $115K
|
310K
$8.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.14K- 3.28% |
$101K - $115K
|
122K
$3.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.17K- 8.7% |
$101K - $116K
|
43.8K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-4.19K- 25.53% |
$102K - $117K
|
12.2K
$336K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.2K- 1.23% |
$102K - $117K
|
336K
$9.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-4.23K- 14.19% |
$103K - $118K
|
25.6K
$703K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.49K- 4.24% |
$109K - $125K
|
101K
$2.78M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-4.51K- 0.76% |
$110K - $126K
|
591K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.51K- 11.07% |
$110K - $126K
|
36.2K
$996K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.53K- 16.69% |
$110K - $126K
|
22.6K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-4.53K- 29.72% |
$110K - $126K
|
10.7K
$294K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.61K- 11.39% |
$112K - $128K
|
35.8K
$985K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.67K- 2.4% |
$114K - $130K
|
190K
$5.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.73K- 0.94% |
$115K - $132K
|
498K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.75K- 20.61% |
$115K - $132K
|
18.3K
$502K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.76K- 4.09% |
$116K - $133K
|
112K
$3.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.78K- 3.39% |
$116K - $133K
|
136K
$3.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.84K- 5.0% |
$118K - $135K
|
92K
$2.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.86K- 30.8% |
$118K - $135K
|
10.9K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-4.98K- 9.5% |
$121K - $139K
|
47.4K
$1.3M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-4.99K- 4.49% |
$121K - $139K
|
106K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-4.99K- 32.35% |
$121K - $139K
|
10.4K
$287K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-5.03K- 9.99% |
$122K - $140K
|
45.3K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.06K- 6.62% |
$123K - $141K
|
71.4K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.07K- 2.57% |
$123K - $141K
|
192K
$5.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.1K- 5.67% |
$124K - $142K
|
84.8K
$2.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.11K- 6.49% |
$124K - $142K
|
73.6K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-5.13K- 2.86% |
$125K - $143K
|
174K
$4.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-5.13K- 2.46% |
$125K - $143K
|
203K
$5.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.13K- 3.78% |
$125K - $143K
|
130K
$3.59M
|