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 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-35.7K- 18.57% |
$868K - $994K
|
156K
$4.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-35.9K- 0.64% |
$873K - $1M
|
5.61M
$154M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-36.3K- 27.81% |
$882K - $1.01M
|
94.1K
$2.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-36.3K- 6.92% |
$882K - $1.01M
|
488K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-36.5K- 75.66% |
$888K - $1.02M
|
11.7K
$323K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.3K- 3.67% |
$907K - $1.04M
|
979K
$26.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-37.4K- 4.95% |
$909K - $1.04M
|
717K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-37.4K- 20.82% |
$910K - $1.04M
|
142K
$3.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-39.2K- 12.36% |
$953K - $1.09M
|
278K
$7.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-39.6K- 4.49% |
$963K - $1.1M
|
843K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-40K- 20.01% |
$973K - $1.11M
|
160K
$4.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-40.6K- 2.59% |
$988K - $1.13M
|
1.53M
$42M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-41K- 1.98% |
$998K - $1.14M
|
2.03M
$55.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-41.5K- 15.06% |
$1.01M - $1.16M
|
234K
$6.43M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-42.9K- 16.6% |
$1.04M - $1.2M
|
215K
$5.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-45.7K- 57.6% |
$1.11M - $1.27M
|
33.6K
$924K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-46.6K- 15.09% |
$1.13M - $1.3M
|
262K
$7.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-46.7K- 1.69% |
$1.14M - $1.3M
|
2.72M
$74.8M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-51.3K- 49.86% |
$1.25M - $1.43M
|
51.6K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-51.8K- 46.07% |
$1.26M - $1.44M
|
60.7K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-52.4K- 8.93% |
$1.27M - $1.46M
|
534K
$14.7M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-55.2K- 41.38% |
$1.34M - $1.54M
|
78.1K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-55.4K- 57.61% |
$1.35M - $1.54M
|
40.7K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-55.6K- 13.32% |
$1.35M - $1.55M
|
362K
$9.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-55.9K- 7.63% |
$1.36M - $1.56M
|
677K
$18.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-56.7K- 9.06% |
$1.38M - $1.58M
|
570K
$15.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-58.4K- 70.69% |
$1.42M - $1.63M
|
24.2K
$666K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-58.5K- 12.37% |
$1.42M - $1.63M
|
414K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-62.2K- 13.09% |
$1.51M - $1.73M
|
413K
$11.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-63.9K- 61.21% |
$1.55M - $1.78M
|
40.5K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-64.4K- 31.83% |
$1.57M - $1.79M
|
138K
$3.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-64.9K- 5.89% |
$1.58M - $1.81M
|
1.04M
$28.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-65.5K- 40.9% |
$1.59M - $1.82M
|
94.6K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-66K- 85.21% |
$1.61M - $1.84M
|
11.5K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-66.9K- 39.67% |
$1.63M - $1.86M
|
102K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-67.4K- 14.48% |
$1.64M - $1.88M
|
398K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-68.2K- 13.74% |
$1.66M - $1.9M
|
428K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-69.7K- 76.04% |
$1.7M - $1.94M
|
22K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-71.2K- 0.78% |
$1.73M - $1.98M
|
9.09M
$250M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-76.2K- 12.02% |
$1.85M - $2.12M
|
558K
$15.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-76.4K- 9.41% |
$1.86M - $2.13M
|
735K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-77.2K- 30.98% |
$1.88M - $2.15M
|
172K
$4.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-80.3K- 25.31% |
$1.95M - $2.24M
|
237K
$6.51M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-80.3K- 20.01% |
$1.95M - $2.24M
|
321K
$8.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-81.7K- 90.89% |
$1.99M - $2.28M
|
8.18K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-82.2K- 7.93% |
$2M - $2.29M
|
954K
$26.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-83.6K- 41.16% |
$2.03M - $2.33M
|
120K
$3.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-84.1K- 5.52% |
$2.05M - $2.34M
|
1.44M
$39.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-86.7K- 55.11% |
$2.11M - $2.42M
|
70.6K
$1.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-88K- 17.77% |
$2.14M - $2.45M
|
407K
$11.2M
|