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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.79K- 89.6% |
$102K - $108K
|
440
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
12.6K+ 58.14% |
$340K - $359K
|
34.2K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-59.4K- 14.25% |
$1.6M - $1.69M
|
357K
$9.68M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.69K+ 117.03% |
$235K - $248K
|
16.1K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3K- 1.67% |
$81K - $85.6K
|
177K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.76K- 4.4% |
$47.5K - $50.2K
|
38.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-976- 3.26% |
$26.4K - $27.9K
|
28.9K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.91K+ 2.16% |
$51.6K - $54.5K
|
90.3K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-57.7K- 64.11% |
$1.56M - $1.65M
|
32.3K
$875K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.92K+ 3.31% |
$214K - $226K
|
247K
$6.7M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-716- 9.23% |
$19.3K - $20.4K
|
7.04K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.9K+ 4.17% |
$618K - $653K
|
571K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.53KClosed |
$68.4K - $72.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.8K- 68.94% |
$534K - $564K
|
8.9K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
22.8K+ 132.59% |
$617K - $651K
|
40K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
483K+ 8.96% |
$13M - $13.8M
|
5.87M
$159M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
87+ 0.87% |
$2.35K - $2.48K
|
10.1K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15.6K+ 65.39% |
$422K - $446K
|
39.5K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-177- 0.8% |
$4.78K - $5.05K
|
21.9K
$594K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-262K- 93.55% |
$7.08M - $7.48M
|
18.1K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-240K- 88.25% |
$6.49M - $6.86M
|
32K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
189+ 0.19% |
$5.1K - $5.39K
|
101K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.1K- 1.24% |
$83.7K - $88.4K
|
247K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.27K+ 13.57% |
$34.3K - $36.2K
|
10.6K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
39+ 0.43% |
$1.05K - $1.11K
|
9.19K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
7.99KNew |
$216K - $228K
|
7.99K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
141New |
$3.81K - $4.02K
|
141
$3.82K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9.69K+ 7.46% |
$262K - $276K
|
140K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-401KClosed |
$10.8M - $11.5M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
259K+ 283.38% |
$6.99M - $7.38M
|
350K
$9.48M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.57K- 5.94% |
$178K - $188K
|
104K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9.4K+ 4.09% |
$254K - $268K
|
239K
$6.48M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
155K+ 310.73% |
$4.18M - $4.42M
|
205K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.35K- 6.21% |
$63.4K - $67K
|
35.5K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
76.2K+ 240.91% |
$2.06M - $2.17M
|
108K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
6.09K+ 12.59% |
$165K - $174K
|
54.5K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 1.1% |
$35.6K - $37.6K
|
122K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16K+ 6.15% |
$432K - $457K
|
276K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-13- 0.04% |
$351 - $371
|
34.5K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-98.8K- 20.91% |
$2.67M - $2.82M
|
374K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.76K- 9.21% |
$102K - $107K
|
37.1K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-24.9K- 16.34% |
$672K - $710K
|
127K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31.9K+ 14.15% |
$862K - $910K
|
257K
$6.97M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25K+ 38.59% |
$676K - $714K
|
89.9K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
809+ 1.21% |
$21.9K - $23.1K
|
67.7K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-85.9K- 50.41% |
$2.32M - $2.45M
|
84.6K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
207K+ 19.95% |
$5.59M - $5.91M
|
1.24M
$33.7M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-164- 0.35% |
$4.43K - $4.68K
|
47.3K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39.8K- 16.64% |
$1.07M - $1.13M
|
199K
$5.4M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
102K+ 4560.47% |
$2.76M - $2.92M
|
105K
$2.83M
|