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 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-19.8K- 6.55% |
$483K - $553K
|
283K
$7.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-20K- 50.68% |
$487K - $558K
|
19.5K
$535K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-21K- 14.25% |
$511K - $586K
|
127K
$3.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-21.8K- 11.73% |
$530K - $608K
|
164K
$4.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-21.9K- 72.25% |
$532K - $610K
|
8.41K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-22K- 48.93% |
$536K - $614K
|
23K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-22.5K- 1.22% |
$546K - $626K
|
1.82M
$49.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-22.7K- 8.95% |
$551K - $632K
|
231K
$6.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.7K- 99.78% |
$551K - $632K
|
51
$1.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-22.8K- 14.78% |
$554K - $635K
|
131K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-22.8K- 5.55% |
$555K - $636K
|
388K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23K- 7.61% |
$559K - $640K
|
279K
$7.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-23.3K- 4.23% |
$567K - $650K
|
528K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-23.4K- 15.21% |
$568K - $651K
|
130K
$3.58M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-23.6K- 6.82% |
$574K - $658K
|
323K
$8.87M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-23.7K- 59.78% |
$576K - $660K
|
15.9K
$438K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23.8K- 1.58% |
$579K - $663K
|
1.48M
$40.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-23.9K- 16.83% |
$582K - $667K
|
118K
$3.25M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-24.3K- 14.71% |
$590K - $676K
|
141K
$3.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.1K- 15.55% |
$611K - $700K
|
136K
$3.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25.3K- 3.67% |
$615K - $705K
|
664K
$18.2M
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-25.3K- 76.06% |
$616K - $706K
|
7.97K
$219K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-25.3K- 76.06% |
$616K - $706K
|
7.97K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-25.4K- 13.5% |
$619K - $709K
|
163K
$4.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-25.5K- 5.27% |
$619K - $710K
|
457K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-25.7K- 5.14% |
$625K - $716K
|
474K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-25.8K- 20.24% |
$627K - $718K
|
102K
$2.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-25.8K- 16.1% |
$627K - $719K
|
134K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26.1K- 0.46% |
$635K - $728K
|
5.59M
$154M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-26.3K- 50.55% |
$639K - $732K
|
25.7K
$706K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-26.5K- 59.24% |
$644K - $738K
|
18.2K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-26.5K- 12.49% |
$644K - $738K
|
186K
$5.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-26.6K- 4.77% |
$647K - $742K
|
532K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-26.9K- 13.97% |
$654K - $750K
|
166K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-27.3K- 24.77% |
$664K - $761K
|
82.9K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-27.5K- 2.64% |
$668K - $765K
|
1.01M
$27.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.6K- 1.33% |
$671K - $768K
|
2.05M
$56.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-28.1K- 75.1% |
$683K - $783K
|
9.31K
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-28.5K- 12.98% |
$693K - $794K
|
191K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-28.5K- 19.56% |
$694K - $795K
|
117K
$3.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28.9K- 10.68% |
$702K - $805K
|
242K
$6.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-29.8K- 15.39% |
$725K - $831K
|
164K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-30.5K- 8.96% |
$741K - $849K
|
310K
$8.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30.9K- 0.95% |
$751K - $861K
|
3.23M
$88.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-31.2K- 31.9% |
$760K - $871K
|
66.7K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-32.4K- 36.54% |
$788K - $903K
|
56.3K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-32.5K- 31.53% |
$791K - $907K
|
70.7K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-34.1K- 23.17% |
$829K - $951K
|
113K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-34.5K- 27.11% |
$838K - $960K
|
92.7K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-35.2K- 6.8% |
$857K - $982K
|
483K
$13.3M
|