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 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-5.47K- 5.82% |
$133K - $153K
|
88.5K
$2.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.65K- 2.49% |
$137K - $158K
|
221K
$6M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.82K- 2.36% |
$141K - $162K
|
241K
$6.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.83K- 23.83% |
$142K - $163K
|
18.6K
$505K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.84K- 1.5% |
$142K - $163K
|
385K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.02K- 21.16% |
$146K - $168K
|
22.4K
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.19K- 6.17% |
$151K - $173K
|
94.2K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.41K- 2.4% |
$156K - $179K
|
260K
$7.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.7K- 4.31% |
$163K - $187K
|
149K
$4.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.71K- 3.6% |
$163K - $187K
|
180K
$4.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.78K- 4.4% |
$165K - $189K
|
147K
$3.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-6.88K- 5.28% |
$167K - $192K
|
123K
$3.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7.26K- 46.77% |
$177K - $202K
|
8.26K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-7.27K- 35.02% |
$177K - $203K
|
13.5K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.45K- 5.06% |
$181K - $208K
|
140K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.6K- 4.88% |
$185K - $212K
|
148K
$4.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-7.64K- 29.74% |
$186K - $213K
|
18.1K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-7.7K- 5.81% |
$187K - $215K
|
125K
$3.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-7.98K- 43.96% |
$194K - $222K
|
10.2K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-8.15K- 3.78% |
$198K - $227K
|
207K
$5.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-8.9K- 18.28% |
$216K - $248K
|
39.8K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.49K- 4.89% |
$231K - $265K
|
185K
$5M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-9.51K- 43.15% |
$231K - $265K
|
12.5K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-9.62K- 12.56% |
$234K - $268K
|
67K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-9.78K- 21.67% |
$238K - $273K
|
35.4K
$958K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-10K- 13.69% |
$244K - $279K
|
63.2K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10K- 5.28% |
$244K - $280K
|
180K
$4.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10.4K- 28.64% |
$254K - $291K
|
26K
$704K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.6K- 55.79% |
$257K - $294K
|
8.36K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 3.23% |
$260K - $298K
|
320K
$8.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-10.8K- 81.89% |
$262K - $300K
|
2.38K
$64.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-10.9K- 8.58% |
$264K - $303K
|
116K
$3.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-11.4K- 56.24% |
$276K - $317K
|
8.84K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11.7K- 63.73% |
$285K - $326K
|
6.66K
$180K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.3K- 13.19% |
$298K - $341K
|
80.6K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12.6K- 4.3% |
$307K - $352K
|
281K
$7.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-13.1K- 2.45% |
$319K - $365K
|
521K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 23.6% |
$322K - $369K
|
42.8K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-14.7K- 8.69% |
$358K - $410K
|
155K
$4.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-14.8K- 2.18% |
$361K - $413K
|
666K
$18M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 7.06% |
$361K - $413K
|
195K
$5.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-15.2K- 8.56% |
$369K - $423K
|
162K
$4.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-15.3K- 5.12% |
$372K - $427K
|
284K
$7.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-15.4K- 1.66% |
$374K - $428K
|
909K
$24.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-16.3K- 1.72% |
$395K - $453K
|
926K
$25.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-16.5K- 5.09% |
$400K - $459K
|
307K
$8.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16.5K- 1.28% |
$401K - $459K
|
1.27M
$34.5M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-18.6K- 3.1% |
$452K - $518K
|
581K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-21.9K- 72.25% |
$532K - $610K
|
8.41K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-23.4K- 15.21% |
$568K - $651K
|
130K
$3.53M
|