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
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-435K- 5.74% |
$10.6M - $12.1M
|
7.15M
$196M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-445K- 38.97% |
$10.8M - $12.4M
|
698K
$19.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-457K- 56.83% |
$11.1M - $12.7M
|
347K
$9.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-471K- 3.38% |
$11.5M - $13.1M
|
13.5M
$370M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-471K- 33.74% |
$11.5M - $13.1M
|
925K
$25.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-476K- 29.59% |
$11.6M - $13.3M
|
1.13M
$31.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-494K- 20.6% |
$12M - $13.8M
|
1.9M
$52.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-499K- 77.61% |
$12.1M - $13.9M
|
144K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-519K- 100.0% |
$12.6M - $14.5M
|
3
$82.4
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-554K- 79.46% |
$13.5M - $15.4M
|
143K
$3.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-572K- 1.94% |
$13.9M - $15.9M
|
29M
$796M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-589K- 58.23% |
$14.3M - $16.4M
|
422K
$11.6M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-589K- 58.23% |
$14.3M - $16.4M
|
422K
$11.6M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-591K- 33.66% |
$14.4M - $16.5M
|
1.16M
$32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-597K- 18.23% |
$14.5M - $16.6M
|
2.68M
$73.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-617K- 34.53% |
$15M - $17.2M
|
1.17M
$32.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-637K- 3.58% |
$15.5M - $17.7M
|
17.1M
$471M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-801K- 96.18% |
$19.5M - $22.3M
|
31.8K
$874K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-805K- 59.07% |
$19.6M - $22.4M
|
557K
$15.3M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-856K- 50.6% |
$20.8M - $23.8M
|
836K
$23M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-888K- 69.28% |
$21.6M - $24.7M
|
394K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-954K- 49.79% |
$23.2M - $26.6M
|
962K
$26.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-967K- 9.62% |
$23.5M - $26.9M
|
9.08M
$250M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.1M- 92.62% |
$26.7M - $30.6M
|
87.6K
$2.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.13M- 3.86% |
$27.6M - $31.6M
|
28.2M
$776M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.49M- 11.06% |
$36.3M - $41.6M
|
12M
$330M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.71M- 84.67% |
$41.6M - $47.7M
|
310K
$8.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.75M- 15.69% |
$66.9M - $76.7M
|
14.8M
$406M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.67M- 17.32% |
$89.3M - $102M
|
17.5M
$482M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.68M- 11.42% |
$89.6M - $103M
|
28.6M
$785M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-11.1M- 96.56% |
$271M - $310M
|
396K
$10.9M
|