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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
27.2K+ 6.29% |
$717K - $759K
|
459K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.2K+ 3.02% |
$31.7K - $33.6K
|
41.1K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-125- 0.11% |
$3.3K - $3.49K
|
116K
$3.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
5.87K+ 2.2% |
$155K - $164K
|
273K
$7.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-76.6K- 13.44% |
$2.02M - $2.14M
|
493K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-51.8K- 3.39% |
$1.37M - $1.45M
|
1.48M
$40.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
54.5K+ 4.17% |
$1.44M - $1.52M
|
1.36M
$37.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-11.9K- 0.62% |
$313K - $332K
|
1.9M
$51.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-7.01K- 17.32% |
$185K - $196K
|
33.5K
$912K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.59K- 3.4% |
$121K - $128K
|
130K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6.11K- 1.97% |
$161K - $171K
|
304K
$8.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-49.2K- 20.9% |
$1.3M - $1.38M
|
186K
$5.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.93K- 14.45% |
$236K - $250K
|
52.8K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-121K- 34.06% |
$3.19M - $3.38M
|
234K
$6.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
123+ 1.14% |
$3.24K - $3.44K
|
10.9K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.46K+ 1.22% |
$38.5K - $40.8K
|
121K
$3.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
32.7K+ 5.28% |
$861K - $913K
|
652K
$17.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.26K- 18.61% |
$165K - $175K
|
27.4K
$745K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.95% |
$106 - $112
|
426
$11.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-14.1K- 21.37% |
$372K - $394K
|
51.9K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.21K+ 1.99% |
$84.7K - $89.7K
|
164K
$4.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 1.06% |
$211 - $224
|
763
$20.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.15K- 3.99% |
$215K - $228K
|
196K
$5.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-849- 4.99% |
$22.4K - $23.7K
|
16.2K
$440K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
140K+ 22.93% |
$3.68M - $3.9M
|
748K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
27+ 0.61% |
$712 - $755
|
4.45K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-998- 3.23% |
$26.3K - $27.9K
|
29.9K
$816K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
10.6K+ 93.07% |
$281K - $297K
|
22.1K
$601K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
660+ 3.24% |
$17.4K - $18.4K
|
21K
$573K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61.6K+ 8.82% |
$1.63M - $1.72M
|
760K
$20.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
36.9K+ 5.49% |
$973K - $1.03M
|
709K
$19.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-81.1K- 9.06% |
$2.14M - $2.27M
|
814K
$22.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.87K+ 27.73% |
$208K - $220K
|
36.3K
$988K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8K+ 8.23% |
$286K - $303K
|
142K
$3.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31.2K+ 9.11% |
$824K - $873K
|
374K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.94K- 5.39% |
$77.6K - $82.2K
|
51.6K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 15.36% |
$31.5K - $33.3K
|
8.96K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-54.4K- 9.43% |
$1.44M - $1.52M
|
523K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
91.1KNew |
$2.4M - $2.55M
|
91.1K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.37K- 15.78% |
$221K - $234K
|
44.7K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-87- 0.08% |
$2.3K - $2.43K
|
106K
$2.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
6.65K+ 2.91% |
$175K - $186K
|
235K
$6.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
437+ 1.04% |
$11.5K - $12.2K
|
42.5K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7.08K- 1.34% |
$187K - $198K
|
521K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3+ 0.03% |
$79.1 - $83.9
|
9.14K
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-168- 0.15% |
$4.43K - $4.7K
|
109K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-213K- 23.56% |
$5.62M - $5.95M
|
691K
$18.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.87K- 1.95% |
$155K - $164K
|
296K
$8.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.9K+ 7.62% |
$579K - $613K
|
310K
$8.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24+ 3.87% |
$633 - $671
|
644
$17.5K
|
|