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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-93.4K- 59.01% |
$2.27M - $2.6M
|
64.9K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-98.6K- 26.38% |
$2.4M - $2.75M
|
275K
$7.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-99.3K- 34.24% |
$2.41M - $2.77M
|
191K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-99.9K- 10.62% |
$2.43M - $2.78M
|
841K
$23.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-102K- 97.11% |
$2.47M - $2.83M
|
3.02K
$82.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-103K- 2.51% |
$2.5M - $2.86M
|
3.99M
$110M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107K- 2.39% |
$2.61M - $2.99M
|
4.38M
$120M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-111K- 10.94% |
$2.7M - $3.1M
|
904K
$24.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-114K- 49.04% |
$2.78M - $3.18M
|
119K
$3.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-114K- 32.72% |
$2.78M - $3.19M
|
235K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-117K- 95.73% |
$2.85M - $3.26M
|
5.22K
$143K
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-118K- 31.93% |
$2.87M - $3.29M
|
252K
$6.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-121K- 6.99% |
$2.95M - $3.38M
|
1.62M
$44.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-122K- 88.05% |
$2.97M - $3.4M
|
16.6K
$456K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-131K- 5.35% |
$3.18M - $3.64M
|
2.32M
$63.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-138K- 13.29% |
$3.36M - $3.85M
|
902K
$24.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-141K- 4.49% |
$3.42M - $3.92M
|
2.99M
$82.1M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-142K- 91.68% |
$3.45M - $3.95M
|
12.9K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-142K- 68.6% |
$3.45M - $3.95M
|
64.9K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-142K- 18.44% |
$3.45M - $3.96M
|
628K
$17.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-143K- 74.18% |
$3.49M - $4M
|
49.9K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-149K- 65.27% |
$3.63M - $4.16M
|
79.4K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-154K- 25.07% |
$3.74M - $4.29M
|
460K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-156K- 30.35% |
$3.78M - $4.34M
|
357K
$9.81M
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-156K- 58.98% |
$3.79M - $4.34M
|
108K
$2.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-158K- 62.5% |
$3.84M - $4.4M
|
94.8K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-160K- 28.89% |
$3.89M - $4.46M
|
393K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-161K- 92.37% |
$3.91M - $4.48M
|
13.3K
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-175K- 34.51% |
$4.26M - $4.89M
|
333K
$9.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-175K- 1.82% |
$4.27M - $4.89M
|
9.46M
$260M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-178K- 12.18% |
$4.32M - $4.95M
|
1.28M
$35.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-185K- 17.98% |
$4.51M - $5.16M
|
846K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-195K- 88.18% |
$4.75M - $5.44M
|
26.2K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-205K- 18.47% |
$4.99M - $5.72M
|
906K
$24.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-209K- 44.32% |
$5.08M - $5.83M
|
263K
$7.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-213K- 14.34% |
$5.17M - $5.93M
|
1.27M
$34.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-215K- 37.7% |
$5.22M - $5.98M
|
355K
$9.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-216K- 6.09% |
$5.24M - $6.01M
|
3.32M
$91.3M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-225K- 72.08% |
$5.48M - $6.28M
|
87.3K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-250K- 68.73% |
$6.09M - $6.98M
|
114K
$3.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-261K- 33.79% |
$6.35M - $7.28M
|
512K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-277K- 96.37% |
$6.73M - $7.71M
|
10.4K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-278K- 93.17% |
$6.76M - $7.75M
|
20.4K
$560K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-288K- 89.19% |
$7.01M - $8.04M
|
34.9K
$960K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-331K- 80.36% |
$8.05M - $9.22M
|
80.9K
$2.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-333K- 25.26% |
$8.11M - $9.29M
|
986K
$27.1M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-337K- 72.27% |
$8.2M - $9.4M
|
129K
$3.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-364K- 33.49% |
$8.85M - $10.1M
|
722K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-399K- 4.85% |
$9.71M - $11.1M
|
7.84M
$215M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-426K- 28.76% |
$10.3M - $11.9M
|
1.05M
$29M
|