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 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-62.2K- 13.09% |
$1.51M - $1.73M
|
413K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107K- 2.39% |
$2.61M - $2.99M
|
4.38M
$120M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
38+ 6.33% |
$924 - $1.06K
|
638
$17.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
21+ 0.97% |
$511 - $585
|
2.19K
$60.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-209K- 44.32% |
$5.08M - $5.83M
|
263K
$7.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.38K+ 1.56% |
$131K - $150K
|
349K
$9.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
44.5K+ 9.06% |
$1.08M - $1.24M
|
536K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.08K- 2.83% |
$74.8K - $85.7K
|
106K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.22K+ 5.97% |
$54.1K - $62K
|
39.5K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
132+ 0.41% |
$3.21K - $3.68K
|
32.3K
$889K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.88KNew |
$216K - $247K
|
8.88K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.28K+ 380.9% |
$201K - $231K
|
10.5K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.1K- 15.55% |
$611K - $700K
|
136K
$3.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.7K- 2.7% |
$236K - $270K
|
350K
$9.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-19.6K- 34.56% |
$476K - $545K
|
37K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
105+ 0.98% |
$2.55K - $2.93K
|
10.8K
$297K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.6K+ 0.69% |
$330K - $378K
|
1.97M
$54.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-25.7K- 5.14% |
$625K - $716K
|
474K
$13M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19.4K- 3.54% |
$472K - $541K
|
528K
$14.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-3.94K- 1.66% |
$95.9K - $110K
|
234K
$6.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.72K- 3.53% |
$139K - $160K
|
156K
$4.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
543KNew |
$13.2M - $15.1M
|
543K
$14.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-52.4K- 8.93% |
$1.27M - $1.46M
|
534K
$14.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.48K- 5.73% |
$158K - $181K
|
107K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.08K- 3.33% |
$99.2K - $114K
|
118K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-67- 0.47% |
$1.63K - $1.87K
|
14.3K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
368KNew |
$8.95M - $10.3M
|
368K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
44+ 0.17% |
$1.07K - $1.23K
|
26.2K
$721K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.15K- 10.13% |
$150K - $171K
|
54.6K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-19K- 12.37% |
$461K - $528K
|
134K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
19.6K+ 6.07% |
$476K - $545K
|
342K
$9.4M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
7.53K+ 22.84% |
$183K - $210K
|
40.5K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
7.75KNew |
$188K - $216K
|
7.75K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11.1K- 1.66% |
$270K - $310K
|
658K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2+ 0.03% |
$48.6 - $55.7
|
7.88K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.82K- 1.25% |
$215K - $246K
|
699K
$19.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.77K- 0.58% |
$42.9K - $49.2K
|
302K
$8.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.1K+ 80.05% |
$197K - $226K
|
18.2K
$500K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-9.46K- 4.55% |
$230K - $264K
|
199K
$5.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.34K+ 3.87% |
$227K - $260K
|
251K
$6.89M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-337K- 72.27% |
$8.2M - $9.4M
|
129K
$3.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-5.83K- 1.5% |
$142K - $162K
|
383K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
35.9K+ 7.71% |
$872K - $999K
|
501K
$13.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2- 0.05% |
$48.6 - $55.7
|
3.66K
$101K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
36+ 0.01% |
$876 - $1K
|
343K
$9.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
27.7KNew |
$674K - $772K
|
27.7K
$762K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
704+ 0.4% |
$17.1K - $19.6K
|
177K
$4.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-426K- 28.76% |
$10.3M - $11.9M
|
1.05M
$29M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.01K+ 3.86% |
$171K - $195K
|
188K
$5.18M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.36K- 0.44% |
$33.1K - $38K
|
310K
$8.51M
|