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 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-1.49K- 5.7% |
$36.3K - $41.6K
|
24.7K
$674K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.5K- 0.73% |
$36.5K - $41.8K
|
203K
$5.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.51K- 16.01% |
$36.7K - $42.1K
|
7.91K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.59K- 1.83% |
$38.8K - $44.4K
|
85.6K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.6K- 11.22% |
$38.8K - $44.5K
|
12.6K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.6K- 0.23% |
$38.8K - $44.5K
|
695K
$18.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.62K- 1.9% |
$39.4K - $45.2K
|
83.9K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.63K- 1.17% |
$39.7K - $45.5K
|
138K
$3.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.72K- 8.99% |
$41.9K - $48K
|
17.4K
$475K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.75K- 17.16% |
$42.6K - $48.9K
|
8.46K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.83K- 1.36% |
$44.5K - $51K
|
133K
$3.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.85K- 21.23% |
$44.9K - $51.5K
|
6.85K
$187K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.94K- 15.78% |
$47.3K - $54.2K
|
10.4K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-2.24K- 16.2% |
$54.4K - $62.3K
|
11.6K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.35K- 3.25% |
$57.2K - $65.6K
|
69.9K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-2.44K- 13.96% |
$59.4K - $68.1K
|
15.1K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.46K- 9.26% |
$59.8K - $68.5K
|
24.1K
$656K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.52K- 11.62% |
$61.3K - $70.2K
|
19.2K
$522K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.53K- 9.28% |
$61.5K - $70.5K
|
24.7K
$673K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2.56K- 12.17% |
$62.4K - $71.5K
|
18.5K
$504K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.65K- 2.61% |
$64.4K - $73.8K
|
98.7K
$2.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.81K- 9.35% |
$68.2K - $78.2K
|
27.2K
$741K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.84K- 0.96% |
$69.1K - $79.2K
|
292K
$7.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.96K- 2.9% |
$71.9K - $82.4K
|
99K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.06K- 8.01% |
$74.3K - $85.2K
|
35.1K
$956K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.09K- 15.02% |
$75.1K - $86K
|
17.5K
$475K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.64K- 1.67% |
$88.5K - $101K
|
214K
$5.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.8K- 6.7% |
$92.3K - $106K
|
52.9K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-4.02K- 24.84% |
$97.6K - $112K
|
12.1K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.07K- 3.19% |
$99K - $113K
|
124K
$3.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.08K- 5.55% |
$99.2K - $114K
|
69.4K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-4.14K- 1.32% |
$101K - $115K
|
310K
$8.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.17K- 8.7% |
$101K - $116K
|
43.8K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-4.19K- 25.53% |
$102K - $117K
|
12.2K
$333K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-4.23K- 14.19% |
$103K - $118K
|
25.6K
$697K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.49K- 4.24% |
$109K - $125K
|
101K
$2.76M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-4.51K- 0.76% |
$110K - $126K
|
591K
$16.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.51K- 11.07% |
$110K - $126K
|
36.2K
$987K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.53K- 16.69% |
$110K - $126K
|
22.6K
$616K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.78K- 3.39% |
$116K - $133K
|
136K
$3.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.84K- 5.0% |
$118K - $135K
|
92K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-4.98K- 9.5% |
$121K - $139K
|
47.4K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.06K- 6.62% |
$123K - $141K
|
71.4K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-5.13K- 2.46% |
$125K - $143K
|
203K
$5.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.13K- 3.78% |
$125K - $143K
|
130K
$3.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.17K- 5.53% |
$126K - $144K
|
88.3K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-5.25K- 7.64% |
$128K - $146K
|
63.4K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-5.47K- 5.82% |
$133K - $153K
|
88.5K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.65K- 2.49% |
$137K - $158K
|
221K
$6.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.82K- 2.36% |
$141K - $162K
|
241K
$6.56M
|