Latest Institutional Transactions on Schwab Strategic Tr Us Dividen (SCHD)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Dividen (SCHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-168K- 97.42% |
$4.43M - $4.69M
|
4.45K
$121K
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-506- 0.44% |
$13.3K - $14.1K
|
113K
$3.09M
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
12.4KNew |
$327K - $346K
|
12.4K
$338K
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-6.45K- 5.95% |
$170K - $180K
|
102K
$2.77M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-21.8K- 13.33% |
$576K - $611K
|
142K
$3.87M
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-6.24K- 37.3% |
$165K - $174K
|
10.5K
$286K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-34.1K- 4.2% |
$900K - $954K
|
778K
$21.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
90K+ 4.13% |
$2.38M - $2.52M
|
2.27M
$61.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.37K- 2.72% |
$62.5K - $66.2K
|
84.9K
$2.31M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
312+ 1.53% |
$8.23K - $8.72K
|
20.7K
$563K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
137+ 0.96% |
$3.61K - $3.83K
|
14.4K
$392K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.3KNew |
$34.3K - $36.3K
|
1.3K
$35.4K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.54K- 51.03% |
$40.6K - $43K
|
1.48K
$40.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29.3K+ 1.79% |
$773K - $819K
|
1.67M
$45.5M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.71K- 4.37% |
$45K - $47.7K
|
37.4K
$1.02M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.1K+ 2.45% |
$55.4K - $58.7K
|
87.9K
$2.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.77K- 7.23% |
$126K - $133K
|
61.2K
$1.67M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
802+ 0.23% |
$21.2K - $22.4K
|
351K
$9.56M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-43.9K- 47.39% |
$1.16M - $1.23M
|
48.7K
$1.33M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
27K+ 13.04% |
$711K - $753K
|
234K
$6.37M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-624- 13.54% |
$16.5K - $17.4K
|
3.98K
$108K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-4.79K- 7.55% |
$126K - $134K
|
58.6K
$1.6M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.6K+ 9.24% |
$333K - $353K
|
149K
$4.06M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
123KNew |
$3.24M - $3.43M
|
123K
$3.34M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-169- 0.56% |
$4.46K - $4.72K
|
29.9K
$815K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
16.8KNew |
$442K - $469K
|
16.8K
$457K
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-24- 0.11% |
$633 - $671
|
21.5K
$586K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
14+ 0.02% |
$369 - $391
|
70.4K
$1.92M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-171K- 9.12% |
$4.5M - $4.77M
|
1.7M
$46.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.24K- 34.91% |
$244K - $258K
|
17.2K
$469K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
61.1K+ 14.25% |
$1.61M - $1.71M
|
489K
$13.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
14.3K+ 0.87% |
$377K - $399K
|
1.66M
$45.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-285- 3.25% |
$7.52K - $7.97K
|
8.47K
$231K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13.5K- 2.35% |
$356K - $377K
|
561K
$15.3M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
788+ 1.53% |
$20.8K - $22K
|
52.4K
$1.43M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
20.1K+ 28.69% |
$531K - $563K
|
90.3K
$2.46M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-616- 5.65% |
$16.3K - $17.2K
|
10.3K
$280K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-979- 86.26% |
$25.8K - $27.4K
|
156
$4.25K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23.5K+ 3.73% |
$620K - $657K
|
654K
$17.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.1K+ 6.71% |
$293K - $311K
|
177K
$4.82M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6.59K+ 74.47% |
$174K - $184K
|
15.4K
$421K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.2K+ 26.83% |
$57.9K - $61.4K
|
10.4K
$283K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.12K- 44.66% |
$188K - $199K
|
8.82K
$240K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.18% |
$29.6K - $31.4K
|
22.8K
$621K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
49New |
$1.29K - $1.37K
|
49
$1.33K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-349- 3.74% |
$9.21K - $9.75K
|
8.99K
$245K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.65K+ 1.72% |
$228K - $242K
|
512K
$13.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.6K+ 28.8% |
$411K - $435K
|
69.7K
$1.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.96KNew |
$157K - $167K
|
5.96K
$162K
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-20.9K- 91.39% |
$550K - $583K
|
1.97K
$53.5K
|
|