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 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.17K- 5.53% |
$126K - $144K
|
88.3K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-5.25K- 7.64% |
$128K - $146K
|
63.4K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-5.47K- 5.82% |
$133K - $153K
|
88.5K
$2.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.65K- 2.49% |
$137K - $158K
|
221K
$6.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.66K- 2.62% |
$138K - $158K
|
210K
$5.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.72K- 3.53% |
$139K - $160K
|
156K
$4.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.82K- 2.36% |
$141K - $162K
|
241K
$6.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-5.83K- 1.5% |
$142K - $162K
|
383K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.83K- 35.86% |
$142K - $162K
|
10.4K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.83K- 23.83% |
$142K - $163K
|
18.6K
$512K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.84K- 1.5% |
$142K - $163K
|
385K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5.88K- 12.19% |
$143K - $164K
|
42.4K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.96K- 14.92% |
$145K - $166K
|
34K
$934K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.02K- 21.16% |
$146K - $168K
|
22.4K
$617K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-6.04K- 10.37% |
$147K - $168K
|
52.2K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.05K- 28.68% |
$147K - $168K
|
15K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.15K- 10.13% |
$150K - $171K
|
54.6K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-6.16K- 2.04% |
$150K - $172K
|
296K
$8.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.17K- 18.53% |
$150K - $172K
|
27.1K
$745K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.18K- 5.83% |
$150K - $172K
|
99.9K
$2.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.19K- 6.17% |
$151K - $173K
|
94.2K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.21K- 2.51% |
$151K - $173K
|
241K
$6.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.27K- 1.1% |
$152K - $175K
|
565K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-6.35K- 5.96% |
$154K - $177K
|
100K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.41K- 2.4% |
$156K - $179K
|
260K
$7.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.48K- 5.73% |
$158K - $181K
|
107K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-6.58K- 25.92% |
$160K - $183K
|
18.8K
$517K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.7K- 4.31% |
$163K - $187K
|
149K
$4.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.71K- 3.6% |
$163K - $187K
|
180K
$4.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.71K- 12.43% |
$163K - $187K
|
47.3K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6.72K- 3.86% |
$163K - $187K
|
167K
$4.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-6.72K- 2.95% |
$163K - $187K
|
221K
$6.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.77K- 2.91% |
$165K - $189K
|
226K
$6.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.78K- 4.4% |
$165K - $189K
|
147K
$4.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.8K- 34.81% |
$165K - $189K
|
12.7K
$350K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.83K- 3.27% |
$166K - $190K
|
202K
$5.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-6.88K- 5.28% |
$167K - $192K
|
123K
$3.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.03K- 2.41% |
$171K - $196K
|
285K
$7.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.25K- 26.91% |
$176K - $202K
|
19.7K
$541K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7.26K- 46.77% |
$177K - $202K
|
8.26K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-7.27K- 35.02% |
$177K - $203K
|
13.5K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.36K- 10.65% |
$179K - $205K
|
61.8K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-7.44K- 4.66% |
$181K - $207K
|
152K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.45K- 5.06% |
$181K - $208K
|
140K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.57K- 26.09% |
$184K - $211K
|
21.4K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.6K- 16.0% |
$185K - $212K
|
39.9K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.6K- 4.88% |
$185K - $212K
|
148K
$4.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-7.64K- 29.74% |
$186K - $213K
|
18.1K
$496K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-7.7K- 5.81% |
$187K - $215K
|
125K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.75K- 46.17% |
$188K - $216K
|
9.03K
$248K
|