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
|
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
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10.5K+ 46.38% |
$285K - $301K
|
33.3K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-268K- 91.67% |
$7.25M - $7.66M
|
24.4K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
85.2K+ 6.84% |
$2.3M - $2.43M
|
1.33M
$36.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.8K+ 10.27% |
$698K - $738K
|
277K
$7.51M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
738+ 3.61% |
$19.9K - $21.1K
|
21.2K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
84.4KNew |
$2.28M - $2.41M
|
84.4K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
14.3K+ 4.97% |
$387K - $409K
|
302K
$8.18M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.48K+ 1.34% |
$39.9K - $42.2K
|
112K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-272K- 21.2% |
$7.35M - $7.76M
|
1.01M
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.8K+ 46.17% |
$428K - $452K
|
50.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
180+ 0.7% |
$4.86K - $5.14K
|
25.7K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.36K+ 61.53% |
$226K - $239K
|
21.9K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-575- 0.82% |
$15.5K - $16.4K
|
69.8K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.35K- 7.99% |
$226K - $238K
|
96.2K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.07K+ 33.82% |
$218K - $230K
|
31.9K
$865K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.29K- 0.35% |
$116K - $122K
|
1.2M
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
69.8K+ 38.12% |
$1.88M - $1.99M
|
253K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-496- 31.29% |
$13.4K - $14.2K
|
1.09K
$29.5K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
146K+ 530.59% |
$3.95M - $4.18M
|
174K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-154- 1.15% |
$4.16K - $4.4K
|
13.2K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-220- 1.11% |
$5.94K - $6.28K
|
19.6K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-38.1K- 49.97% |
$1.03M - $1.09M
|
38.1K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
7.22KNew |
$195K - $206K
|
7.22K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 3.81% |
$130K - $137K
|
121K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.32K+ 5.11% |
$35.6K - $37.6K
|
27.1K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
66.2KNew |
$1.79M - $1.89M
|
66.2K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 2.95% |
$281K - $297K
|
343K
$9.28M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-103K- 7.32% |
$2.79M - $2.95M
|
1.31M
$35.4M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-25.2K- 2.22% |
$680K - $719K
|
1.11M
$30.1M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.27K+ 8.7% |
$142K - $150K
|
65.8K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.9K- 2.69% |
$132K - $140K
|
177K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33M- 18.98% |
$63M - $66.6M
|
9.96M
$270M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
82+ 0.49% |
$2.21K - $2.34K
|
16.7K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
122+ 1.33% |
$3.3K - $3.48K
|
9.31K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
37.9K+ 112.85% |
$1.02M - $1.08M
|
71.5K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
8.08K+ 6.19% |
$218K - $231K
|
139K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-350- 1.35% |
$9.45K - $9.99K
|
25.7K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.81K+ 5.51% |
$184K - $194K
|
130K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
120K+ 8.11% |
$3.25M - $3.44M
|
1.61M
$43.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.4K+ 26.28% |
$578K - $611K
|
103K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
247K+ 16.66% |
$6.67M - $7.05M
|
1.73M
$46.8M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-17.7K- 3.49% |
$479K - $506K
|
490K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.07K- 1.71% |
$164K - $173K
|
349K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-920- 10.22% |
$24.8K - $26.3K
|
8.09K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
68+ 0.23% |
$1.84K - $1.94K
|
29.1K
$789K
|