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
|
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
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-59.5K- 59.69% |
$1.61M - $1.7M
|
40.2K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
16.6K+ 2.84% |
$449K - $475K
|
602K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
185+ 0.47% |
$5K - $5.28K
|
39.3K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
490K+ 9.66% |
$13.2M - $14M
|
5.57M
$151M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2K+ 60.72% |
$54K - $57.1K
|
5.29K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
31K+ 2.4% |
$836K - $884K
|
1.32M
$35.7M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.51K- 3.2% |
$40.8K - $43.2K
|
45.7K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
87.6K+ 5.0% |
$2.37M - $2.5M
|
1.84M
$49.8M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-132- 0.01% |
$3.57K - $3.77K
|
1.76M
$47.7M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
325+ 1.47% |
$8.78K - $9.28K
|
22.5K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7.01K+ 36.52% |
$189K - $200K
|
26.2K
$710K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
180K+ 22.97% |
$4.86M - $5.14M
|
964K
$26.1M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 2.07% |
$405 - $428
|
740
$20K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
287K+ 10.87% |
$7.75M - $8.19M
|
2.93M
$79.3M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.5K+ 5.51% |
$500K - $528K
|
355K
$9.61M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 9.59% |
$102K - $107K
|
42.9K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
15KNew |
$405K - $428K
|
15K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.1KNew |
$56.7K - $59.9K
|
2.1K
$56.9K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-205- 24.85% |
$5.54K - $5.85K
|
620
$16.8K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-594- 5.04% |
$16K - $17K
|
11.2K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
189K+ 409.07% |
$5.11M - $5.4M
|
235K
$6.37M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
166+ 2.23% |
$4.48K - $4.74K
|
7.6K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.67K- 7.14% |
$45.1K - $47.6K
|
21.7K
$588K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
15K+ 4.54% |
$405K - $428K
|
345K
$9.35M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.26K+ 2.69% |
$61.1K - $64.5K
|
86.2K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20.7K- 1.85% |
$559K - $591K
|
1.1M
$29.7M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.76K- 1.65% |
$47.6K - $50.3K
|
105K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.34M- 96.51% |
$36.3M - $38.3M
|
48.5K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11K+ 4.23% |
$297K - $314K
|
271K
$7.33M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.9K- 14.72% |
$186K - $197K
|
39.9K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.52K+ 11.7% |
$122K - $129K
|
43.2K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.74K+ 20.94% |
$74K - $78.2K
|
15.8K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.13K+ 2.21% |
$57.6K - $60.8K
|
98.7K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
31.7K+ 5.64% |
$855K - $904K
|
593K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.55K- 1.19% |
$41.9K - $44.3K
|
129K
$3.49M
|