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 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
68.4K+ 76.78% |
$1.66M - $1.91M
|
157K
$4.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
10.2K+ 4.7% |
$248K - $284K
|
227K
$6.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
62New |
$1.51K - $1.73K
|
62
$1.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-366- 1.16% |
$8.9K - $10.2K
|
31.1K
$855K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-706- 2.42% |
$17.2K - $19.7K
|
28.4K
$781K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-39- 3.58% |
$948 - $1.09K
|
1.05K
$28.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.77K- 2.91% |
$165K - $189K
|
226K
$6.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
144K+ 11779.0% |
$3.49M - $4M
|
145K
$3.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7.53K+ 19.15% |
$183K - $210K
|
46.8K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
40.2K+ 29.37% |
$978K - $1.12M
|
177K
$4.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37.4K+ 13.18% |
$910K - $1.04M
|
321K
$8.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.27K+ 1.54% |
$30.8K - $35.3K
|
83.4K
$2.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-18.4K- 17.82% |
$447K - $513K
|
84.8K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.67K- 2.4% |
$114K - $130K
|
190K
$5.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
62+ 0.79% |
$1.51K - $1.73K
|
7.93K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6+ 19.35% |
$146 - $167
|
37
$1.02K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13+ 54.17% |
$316 - $362
|
37
$1.02K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
66+ 0.25% |
$1.61K - $1.84K
|
26.4K
$725K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.15K+ 15.73% |
$149K - $171K
|
45.2K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
717+ 1.87% |
$17.4K - $20K
|
39K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-83.6K- 41.16% |
$2.03M - $2.33M
|
120K
$3.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.06K+ 16.91% |
$50K - $57.3K
|
14.2K
$390K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10K+ 51.59% |
$244K - $280K
|
29.5K
$811K
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
30.4KNew |
$739K - $847K
|
30.4K
$835K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
10.4KNew |
$254K - $291K
|
10.4K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.71K- 12.43% |
$163K - $187K
|
47.3K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
7.7KNew |
$187K - $215K
|
7.7K
$212K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
30+ 83.33% |
$730 - $836
|
66
$1.81K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.86K- 30.8% |
$118K - $135K
|
10.9K
$300K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.2K+ 1.38% |
$297K - $341K
|
895K
$24.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-31.2K- 31.9% |
$760K - $871K
|
66.7K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
59.5KNew |
$1.45M - $1.66M
|
59.5K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-19K- 22.78% |
$462K - $530K
|
64.4K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-4.99K- 32.35% |
$121K - $139K
|
10.4K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
362+ 24.1% |
$8.8K - $10.1K
|
1.86K
$51.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
99+ 0.56% |
$2.41K - $2.76K
|
17.7K
$485K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.35K+ 364.33% |
$130K - $149K
|
6.82K
$187K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 4.51% |
$298K - $341K
|
259K
$7.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.62K+ 10.01% |
$234K - $268K
|
106K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25.3K- 3.67% |
$615K - $705K
|
664K
$18.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.47K- 10.71% |
$35.7K - $40.9K
|
12.2K
$336K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-3.92K- 6.87% |
$95.4K - $109K
|
53.2K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.75K- 9.87% |
$66.8K - $76.5K
|
25.1K
$689K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-13.9K- 1.17% |
$337K - $386K
|
1.17M
$32.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
302+ 1.21% |
$7.34K - $8.42K
|
25.3K
$696K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.3K+ 4.81% |
$31.7K - $36.3K
|
28.4K
$780K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 7.65% |
$27.5K - $31.5K
|
13.6K
$375K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.23K+ 9.86% |
$151K - $174K
|
69.4K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-288K- 89.19% |
$7.01M - $8.04M
|
34.9K
$960K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.39K+ 34.38% |
$155K - $178K
|
25K
$687K
|