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 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.9K- 5.06% |
$70.4K - $80.7K
|
54.3K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
43K+ 3.21% |
$1.04M - $1.2M
|
1.38M
$38M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
27.3K+ 57.09% |
$664K - $760K
|
75.1K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5- 0.03% |
$122 - $139
|
19.6K
$538K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.25K+ 0.09% |
$128K - $146K
|
5.92M
$163M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1+ 6.67% |
$24.3 - $27.9
|
16
$440
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
98.6K+ 17.18% |
$2.4M - $2.75M
|
673K
$18.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.46K- 4.55% |
$230K - $264K
|
199K
$5.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.9K- 30.69% |
$94.9K - $109K
|
8.82K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.15K+ 1.29% |
$27.8K - $31.9K
|
90K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.91K- 7.7% |
$46.5K - $53.3K
|
22.9K
$630K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
66.9K+ 34.21% |
$1.63M - $1.86M
|
263K
$7.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
9.56K+ 9.11% |
$232K - $266K
|
114K
$3.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-43- 0.23% |
$1.05K - $1.2K
|
18.4K
$506K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 22.55% |
$4.86K - $5.57K
|
687
$18.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14.4K+ 3.01% |
$349K - $400K
|
491K
$13.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
14.2K+ 13.95% |
$345K - $395K
|
116K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.08K+ 0.63% |
$26.1K - $30K
|
173K
$4.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-494- 0.53% |
$12K - $13.8K
|
91.9K
$2.52M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
554+ 3.79% |
$13.5K - $15.4K
|
15.2K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.99K+ 33.0% |
$194K - $223K
|
32.2K
$885K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.68% |
$24.3 - $27.9
|
148
$4.07K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
577+ 2.51% |
$14K - $16.1K
|
23.6K
$649K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2+ 0.03% |
$48.6 - $55.7
|
7.61K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-112- 0.24% |
$2.72K - $3.12K
|
47.1K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
134K+ 48.42% |
$3.25M - $3.73M
|
410K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.7KNew |
$334K - $383K
|
13.7K
$377K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
48.4K+ 20.29% |
$1.18M - $1.35M
|
287K
$7.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-489- 0.23% |
$11.9K - $13.6K
|
212K
$5.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.47K+ 18.24% |
$59.9K - $68.7K
|
16K
$439K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.5K+ 21.83% |
$935K - $1.07M
|
215K
$5.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-99.3K- 34.24% |
$2.41M - $2.77M
|
191K
$5.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
549+ 10.37% |
$13.4K - $15.3K
|
5.84K
$161K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.57K+ 37.91% |
$86.7K - $99.4K
|
13K
$356K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 0.3% |
$25.9K - $29.7K
|
355K
$9.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5+ 0.06% |
$122 - $139
|
7.73K
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
3.16K+ 13.52% |
$76.8K - $88K
|
26.5K
$728K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
105K+ 50.12% |
$2.56M - $2.93M
|
315K
$8.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-888K- 69.28% |
$21.6M - $24.7M
|
394K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
9.2K+ 0.24% |
$224K - $256K
|
3.81M
$105M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.03K- 2.41% |
$171K - $196K
|
285K
$7.83M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
18.1K+ 52.23% |
$440K - $504K
|
52.7K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.2K+ 8.15% |
$686K - $786K
|
374K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
66.5K+ 10.36% |
$1.62M - $1.85M
|
708K
$19.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
4.12K+ 0.29% |
$100K - $115K
|
1.44M
$39.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
4.05K+ 8.39% |
$98.5K - $113K
|
52.3K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.1K- 5.67% |
$124K - $142K
|
84.8K
$2.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
20.1K+ 4.58% |
$489K - $560K
|
459K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-40.6K- 2.59% |
$988K - $1.13M
|
1.53M
$42M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
364+ 0.25% |
$8.85K - $10.1K
|
146K
$4.02M
|