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 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
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-405- 1.27% |
$10.9K - $11.6K
|
31.5K
$854K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
41.8KNew |
$1.13M - $1.19M
|
41.8K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.8KNew |
$534K - $564K
|
19.8K
$536K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.97K- 8.8% |
$53.1K - $56.1K
|
20.4K
$552K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84+ 0.09% |
$2.27K - $2.4K
|
89.9K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-39.5K- 8.21% |
$1.07M - $1.13M
|
441K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
362+ 2.11% |
$9.78K - $10.3K
|
17.5K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.84K+ 30.31% |
$76.8K - $81.2K
|
12.2K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.66K+ 0.37% |
$71.8K - $75.9K
|
713K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
432K+ 8.24% |
$11.7M - $12.3M
|
5.67M
$154M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-390- 0.92% |
$10.5K - $11.1K
|
41.8K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
147+ 1.16% |
$3.97K - $4.2K
|
12.8K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-11.4K- 4.42% |
$308K - $326K
|
247K
$6.68M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
78New |
$2.11K - $2.23K
|
78
$2.11K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
3.57K+ 7.61% |
$96.3K - $102K
|
50.5K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
21.7K+ 9.07% |
$587K - $620K
|
261K
$7.08M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-248- 0.2% |
$6.7K - $7.08K
|
121K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
366K+ 2.79% |
$9.88M - $10.4M
|
13.5M
$366M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
152K+ 42.02% |
$4.09M - $4.33M
|
512K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
9.16K+ 6.04% |
$247K - $261K
|
161K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.75K- 5.18% |
$236K - $250K
|
160K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
89.2K+ 6.29% |
$2.41M - $2.55M
|
1.51M
$40.8M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.99K+ 33.3% |
$189K - $200K
|
28K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-248- 1.78% |
$6.7K - $7.08K
|
13.7K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
66+ 0.47% |
$1.78K - $1.88K
|
14.2K
$386K
|