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 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20+ 24.39% |
$486 - $557
|
102
$2.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-196- 0.95% |
$4.77K - $5.46K
|
20.5K
$564K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.57K- 19.53% |
$86.8K - $99.5K
|
14.7K
$404K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.09K- 16.09% |
$75.1K - $86K
|
16.1K
$442K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.05K- 28.68% |
$147K - $168K
|
15K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-155- 0.93% |
$3.77K - $4.32K
|
16.5K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.02K- 6.84% |
$24.9K - $28.5K
|
13.9K
$383K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.37K+ 2.64% |
$57.6K - $66K
|
92.3K
$2.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
97+ 0.96% |
$2.36K - $2.7K
|
10.2K
$280K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.11K- 6.49% |
$124K - $142K
|
73.6K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
177KNew |
$4.31M - $4.94M
|
177K
$4.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
41.1K+ 1.92% |
$999K - $1.14M
|
2.18M
$60M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-590- 31.67% |
$14.3K - $16.4K
|
1.27K
$35K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-237- 0.98% |
$5.76K - $6.61K
|
24K
$661K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2.02K- 34.88% |
$49.2K - $56.3K
|
3.77K
$104K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.12K+ 4.02% |
$173K - $199K
|
185K
$5.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.18K+ 3.33% |
$223K - $256K
|
285K
$7.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
27.7K+ 0.96% |
$673K - $772K
|
2.91M
$79.9M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
68.2K+ 8.37% |
$1.66M - $1.9M
|
883K
$24.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
125K+ 39.41% |
$3.04M - $3.48M
|
442K
$12.1M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-8.82K- 21.11% |
$215K - $246K
|
33K
$906K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
13.8K+ 4.08% |
$336K - $385K
|
352K
$9.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
BUY
|
- |
750+ 1.35% |
$18.2K - $20.9K
|
56.5K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.53K+ 18.31% |
$183K - $210K
|
48.7K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
99+ 0.99% |
$2.41K - $2.76K
|
10.1K
$277K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-333K- 25.26% |
$8.11M - $9.29M
|
986K
$27.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.49M- 11.06% |
$36.3M - $41.6M
|
12M
$330M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.78K+ 21.26% |
$165K - $189K
|
38.6K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-218- 1.29% |
$5.3K - $6.08K
|
16.6K
$457K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.1K+ 2.17% |
$75.4K - $86.4K
|
146K
$4.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
40.3K+ 4.28% |
$981K - $1.12M
|
982K
$27M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.63K- 1.25% |
$39.5K - $45.3K
|
129K
$3.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
352KNew |
$8.57M - $9.82M
|
352K
$9.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-364K- 33.49% |
$8.85M - $10.1M
|
722K
$19.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
14.1KNew |
$343K - $393K
|
14.1K
$388K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-327- 1.89% |
$7.95K - $9.11K
|
16.9K
$466K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.48K- 14.53% |
$60.4K - $69.2K
|
14.6K
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.8K- 34.81% |
$165K - $189K
|
12.7K
$350K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-19.5K- 53.21% |
$474K - $544K
|
17.2K
$471K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 1.43% |
$56.3K - $64.5K
|
164K
$4.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
13.4K+ 70.83% |
$325K - $372K
|
32.2K
$885K
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-118K- 31.93% |
$2.87M - $3.29M
|
252K
$6.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-7.83K- 45.0% |
$190K - $218K
|
9.56K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
19.8K+ 20.21% |
$483K - $553K
|
118K
$3.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.61K- 11.39% |
$112K - $128K
|
35.8K
$985K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.89K+ 4.06% |
$94.5K - $108K
|
99.5K
$2.73M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
4.84K+ 11.63% |
$118K - $135K
|
46.4K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
532+ 23.89% |
$12.9K - $14.8K
|
2.76K
$75.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-539- 1.16% |
$13.1K - $15K
|
45.7K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.96K- 14.92% |
$145K - $166K
|
34K
$934K
|