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 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-7.83K- 45.0% |
$190K - $218K
|
9.56K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-7.97K- 36.73% |
$194K - $222K
|
13.7K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-7.98K- 43.96% |
$194K - $222K
|
10.2K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-8.15K- 3.78% |
$198K - $227K
|
207K
$5.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-8.23K- 7.86% |
$200K - $229K
|
96.4K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-8.35K- 10.6% |
$203K - $233K
|
70.5K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.48K- 2.29% |
$206K - $236K
|
362K
$9.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8.52K- 11.79% |
$207K - $238K
|
63.7K
$1.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-8.61K- 23.23% |
$209K - $240K
|
28.5K
$782K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-8.82K- 3.48% |
$214K - $246K
|
244K
$6.71M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-8.82K- 21.11% |
$215K - $246K
|
33K
$906K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.82K- 1.25% |
$215K - $246K
|
699K
$19.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-8.9K- 18.28% |
$216K - $248K
|
39.8K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8.93K- 17.95% |
$217K - $249K
|
40.8K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-9.16K- 2.07% |
$223K - $255K
|
433K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-9.22K- 2.68% |
$224K - $257K
|
334K
$9.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-9.3K- 26.05% |
$226K - $259K
|
26.4K
$725K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-9.33K- 1.66% |
$227K - $260K
|
553K
$15.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.46K- 4.55% |
$230K - $264K
|
199K
$5.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-9.46K- 4.55% |
$230K - $264K
|
199K
$5.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.49K- 4.89% |
$231K - $265K
|
185K
$5.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-9.51K- 43.15% |
$231K - $265K
|
12.5K
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.58K- 8.42% |
$233K - $267K
|
104K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-9.62K- 12.56% |
$234K - $268K
|
67K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-9.64K- 21.09% |
$234K - $269K
|
36K
$991K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.7K- 2.7% |
$236K - $270K
|
350K
$9.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-9.78K- 21.67% |
$238K - $273K
|
35.4K
$972K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-9.89K- 3.86% |
$241K - $276K
|
246K
$6.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-9.99K- 44.73% |
$243K - $278K
|
12.3K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-10K- 13.69% |
$244K - $279K
|
63.2K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10K- 5.28% |
$244K - $280K
|
180K
$4.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-10.1K- 30.58% |
$244K - $280K
|
22.8K
$627K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.2K- 18.09% |
$247K - $283K
|
46K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.3K- 4.44% |
$250K - $286K
|
221K
$6.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10.4K- 28.64% |
$254K - $291K
|
26K
$715K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-10.5K- 15.85% |
$257K - $294K
|
56K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-10.5K- 8.58% |
$257K - $294K
|
112K
$3.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.6K- 55.79% |
$257K - $294K
|
8.36K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.6K- 0.55% |
$257K - $295K
|
1.92M
$52.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.6K- 1.63% |
$258K - $295K
|
641K
$17.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 3.23% |
$260K - $298K
|
320K
$8.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 2.04% |
$261K - $299K
|
516K
$14.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-10.8K- 81.89% |
$262K - $300K
|
2.38K
$65.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-10.9K- 8.58% |
$264K - $303K
|
116K
$3.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11.1K- 1.66% |
$270K - $310K
|
658K
$18.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-11.4K- 56.24% |
$276K - $317K
|
8.84K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.5K- 2.67% |
$280K - $321K
|
420K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-11.6K- 23.05% |
$281K - $323K
|
38.6K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11.6K- 0.98% |
$283K - $324K
|
1.17M
$32.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11.7K- 63.73% |
$285K - $326K
|
6.66K
$183K
|