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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.7K- 2.62% |
$1.51M - $1.59M
|
2.08M
$56.2M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-15.3K- 15.67% |
$412K - $436K
|
82.2K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 3.08% |
$274K - $289K
|
318K
$8.62M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
394+ 0.32% |
$10.6K - $11.2K
|
122K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
4.28K+ 19.14% |
$115K - $122K
|
26.6K
$721K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.32K+ 7.56% |
$62.6K - $66.2K
|
33K
$893K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
580+ 0.18% |
$15.7K - $16.6K
|
323K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4+ 0.76% |
$108 - $114
|
529
$14.3K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.07M+ 37.53% |
$55.9M - $59M
|
7.58M
$205M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.19K+ 16.68% |
$140K - $148K
|
36.3K
$984K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.6KNew |
$287K - $303K
|
10.6K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-504K- 2.32% |
$13.6M - $14.4M
|
21.2M
$574M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
395+ 0.39% |
$10.7K - $11.3K
|
101K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.72K- 0.76% |
$73.5K - $77.7K
|
355K
$9.62M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129K+ 5.81% |
$3.48M - $3.68M
|
2.35M
$63.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-490K- 3.07% |
$13.2M - $14M
|
15.5M
$419M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21.6K- 43.74% |
$584K - $617K
|
27.8K
$753K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42.1K+ 70.53% |
$1.14M - $1.2M
|
102K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
55.7K+ 21.97% |
$1.5M - $1.59M
|
309K
$8.37M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.39K- 4.63% |
$37.4K - $39.5K
|
28.5K
$772K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.53K+ 2.67% |
$95.3K - $101K
|
136K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
135New |
$3.65K - $3.85K
|
135
$3.66K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.17K- 5.25% |
$31.5K - $33.3K
|
21.1K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-303- 0.9% |
$8.18K - $8.65K
|
33.3K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1.99KNew |
$53.8K - $56.9K
|
1.99K
$54K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
240+ 0.59% |
$6.48K - $6.85K
|
41.1K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-2.03K- 0.85% |
$54.9K - $58K
|
238K
$6.45M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
9.31K+ 27.78% |
$252K - $266K
|
42.8K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
72+ 0.32% |
$1.94K - $2.05K
|
22.5K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
11.4K+ 14.27% |
$309K - $326K
|
91.6K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
9+ 0.1% |
$243 - $257
|
8.85K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-32.4K- 13.94% |
$874K - $924K
|
200K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.3K+ 0.79% |
$468K - $494K
|
2.21M
$59.8M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.37K- 22.47% |
$145K - $153K
|
18.5K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
4.74K+ 7.86% |
$128K - $135K
|
65.1K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
38.6KNew |
$1.04M - $1.1M
|
38.6K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.22KNew |
$32.9K - $34.8K
|
1.22K
$33K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
118K+ 24.4% |
$3.17M - $3.35M
|
599K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
143K+ 1252.98% |
$3.87M - $4.09M
|
155K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
60.7K+ 37.76% |
$1.64M - $1.73M
|
221K
$6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.67K+ 3.72% |
$45.2K - $47.7K
|
46.7K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-12.1K- 16.47% |
$328K - $346K
|
61.5K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7.18K+ 186.24% |
$194K - $205K
|
11K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-157- 0.46% |
$4.24K - $4.48K
|
33.8K
$916K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-6.5K- 7.2% |
$176K - $186K
|
83.8K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.33K- 2.48% |
$144K - $152K
|
210K
$5.68M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-8.64K- 4.48% |
$233K - $246K
|
184K
$4.98M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.44K+ 15.3% |
$92.8K - $98K
|
25.9K
$701K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.7KNew |
$344K - $363K
|
12.7K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
6.88K+ 2.19% |
$186K - $196K
|
321K
$8.7M
|