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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
118K+ 28.33% |
$2.87M - $3.29M
|
534K
$14.7M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-9.16K- 2.07% |
$223K - $255K
|
433K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
6.45K+ 8.04% |
$157K - $180K
|
86.7K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 1.2% |
$122 - $139
|
422
$11.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 4.03% |
$36.9K - $42.3K
|
36.1K
$992K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 31.75% |
$4.86K - $5.57K
|
830
$22.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
214K+ 4.31% |
$5.21M - $5.97M
|
5.19M
$143M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.54K+ 14.95% |
$61.7K - $70.7K
|
19.5K
$536K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.82K- 11.87% |
$92.8K - $106K
|
28.3K
$779K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.41% |
$24.3 - $27.9
|
246
$6.76K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 0.74% |
$29.8K - $34.2K
|
165K
$4.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
140K+ 115.37% |
$3.4M - $3.9M
|
261K
$7.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 0.34% |
$1.7K - $1.95K
|
20.5K
$564K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.15K- 1.81% |
$27.9K - $32K
|
62.3K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
53.2K+ 1.78% |
$1.29M - $1.48M
|
3.05M
$83.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.66K+ 12.17% |
$88.9K - $102K
|
33.7K
$926K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.9K- 12.02% |
$94.8K - $109K
|
28.5K
$784K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.44K- 2.13% |
$34.9K - $40K
|
66K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.76K- 4.09% |
$116K - $133K
|
112K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-921- 0.17% |
$22.4K - $25.7K
|
539K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
25.3K+ 15.75% |
$616K - $706K
|
186K
$5.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19K+ 95.05% |
$463K - $531K
|
39.1K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-27.5K- 2.64% |
$668K - $765K
|
1.01M
$27.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
8.3KNew |
$202K - $231K
|
8.3K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11.1K+ 10.95% |
$271K - $310K
|
113K
$3.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
168+ 0.18% |
$4.09K - $4.68K
|
91K
$2.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-483- 0.32% |
$11.7K - $13.5K
|
150K
$4.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.43K+ 3.17% |
$108K - $123K
|
144K
$3.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 3.78% |
$255K - $292K
|
288K
$7.91M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-12.5K- 55.19% |
$303K - $347K
|
10.1K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.15K+ 6.98% |
$28.1K - $32.2K
|
17.7K
$486K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.4K+ 4.2% |
$156K - $178K
|
159K
$4.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-64.4K- 31.83% |
$1.57M - $1.79M
|
138K
$3.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
195+ 0.73% |
$4.74K - $5.43K
|
26.8K
$737K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.0% |
$24.3 - $27.9
|
27.9K
$767K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
2.52K+ 4.42% |
$61.3K - $70.2K
|
59.5K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
18.8K+ 5.27% |
$458K - $525K
|
376K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-486- 0.8% |
$11.8K - $13.5K
|
59.9K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.05K- 4.08% |
$74.1K - $84.9K
|
71.6K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
17+ 1.0% |
$413 - $474
|
1.72K
$47.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-499K- 77.61% |
$12.1M - $13.9M
|
144K
$3.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28.9K- 10.68% |
$702K - $805K
|
242K
$6.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.2K+ 18.38% |
$247K - $283K
|
65.5K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-7.97K- 36.73% |
$194K - $222K
|
13.7K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-478- 1.97% |
$11.6K - $13.3K
|
23.8K
$653K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
796K+ 2.88% |
$19.4M - $22.2M
|
28.4M
$781M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9.74K+ 10.64% |
$237K - $272K
|
101K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.27K- 0.93% |
$30.9K - $35.4K
|
135K
$3.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
18.9K+ 1.49% |
$459K - $526K
|
1.29M
$35.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
286K+ 4.19% |
$6.94M - $7.96M
|
7.1M
$195M
|