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 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 0.74% |
$285K - $327K
|
1.58M
$43.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-11.7K- 1.95% |
$285K - $327K
|
590K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-11.7K- 19.08% |
$285K - $327K
|
49.8K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.8K- 2.16% |
$288K - $330K
|
536K
$14.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12K- 3.39% |
$292K - $335K
|
342K
$9.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-12.2K- 3.37% |
$297K - $340K
|
350K
$9.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 4.51% |
$298K - $341K
|
259K
$7.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.3K- 13.19% |
$298K - $341K
|
80.6K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.3K- 11.84% |
$300K - $343K
|
91.7K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-12.3K- 49.97% |
$300K - $343K
|
12.3K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-12.4K- 96.23% |
$300K - $344K
|
484
$13.3K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-12.5K- 55.19% |
$303K - $347K
|
10.1K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12.6K- 4.3% |
$307K - $352K
|
281K
$7.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-13.1K- 2.45% |
$319K - $365K
|
521K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 23.6% |
$322K - $369K
|
42.8K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-13.2K- 2.62% |
$322K - $369K
|
491K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-13.4K- 7.78% |
$325K - $372K
|
158K
$4.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-13.9K- 1.17% |
$337K - $386K
|
1.17M
$32.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-14.1K- 24.0% |
$343K - $393K
|
44.6K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14.5K- 3.85% |
$354K - $405K
|
363K
$9.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-14.7K- 8.69% |
$358K - $410K
|
155K
$4.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-14.8K- 2.18% |
$361K - $413K
|
666K
$18.3M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 7.06% |
$361K - $413K
|
195K
$5.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-15.2K- 8.56% |
$369K - $423K
|
162K
$4.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-15.3K- 5.12% |
$372K - $427K
|
284K
$7.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-15.4K- 1.66% |
$374K - $428K
|
909K
$25M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-15.9K- 20.52% |
$387K - $444K
|
61.7K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-16.3K- 1.72% |
$395K - $453K
|
926K
$25.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-16.5K- 5.09% |
$400K - $459K
|
307K
$8.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16.5K- 1.28% |
$401K - $459K
|
1.27M
$35M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-16.6K- 3.44% |
$404K - $463K
|
466K
$12.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-16.7K- 23.16% |
$407K - $467K
|
55.6K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-17.2K- 2.91% |
$419K - $480K
|
575K
$15.8M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-17.7K- 84.76% |
$430K - $493K
|
3.18K
$87.4K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 0.32% |
$436K - $500K
|
5.65M
$155M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-18K- 13.27% |
$437K - $501K
|
118K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.1K- 1.99% |
$439K - $503K
|
889K
$24.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-18.3K- 50.25% |
$446K - $511K
|
18.2K
$499K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-18.4K- 17.82% |
$447K - $513K
|
84.8K
$2.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18.5K- 63.73% |
$451K - $517K
|
10.5K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-18.6K- 3.1% |
$452K - $518K
|
581K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-19K- 12.37% |
$461K - $528K
|
134K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-19K- 22.78% |
$462K - $530K
|
64.4K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-19K- 18.76% |
$462K - $530K
|
82.3K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19.4K- 3.54% |
$472K - $541K
|
528K
$14.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-19.5K- 53.21% |
$474K - $544K
|
17.2K
$471K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-19.6K- 34.56% |
$476K - $545K
|
37K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.7K- 6.18% |
$478K - $548K
|
299K
$8.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-19.8K- 51.01% |
$481K - $551K
|
19K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.8K- 7.37% |
$481K - $551K
|
249K
$6.83M
|