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 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.39K+ 15.93% |
$91.5K - $96.7K
|
24.7K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
59.9KNew |
$1.62M - $1.71M
|
59.9K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
16K+ 25.47% |
$432K - $457K
|
78.8K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.87K- 0.21% |
$77.5K - $81.9K
|
1.36M
$36.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2K- 3.48% |
$53.9K - $56.9K
|
55.3K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
60.4K+ 2.06% |
$1.63M - $1.72M
|
2.99M
$81.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-9.65K- 14.46% |
$261K - $275K
|
57.1K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-14.6K- 3.53% |
$395K - $418K
|
400K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
18+ 0.18% |
$486 - $514
|
10.1K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
295+ 1.74% |
$7.97K - $8.42K
|
17.2K
$466K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4M+ 95.16% |
$389M - $411M
|
29.6M
$801M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.84K+ 17.1% |
$212K - $224K
|
53.7K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-27- 37.5% |
$729 - $771
|
45
$1.22K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-57- 0.09% |
$1.54K - $1.63K
|
63.4K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-304- 1.86% |
$8.21K - $8.68K
|
16.1K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
156K+ 35.63% |
$4.21M - $4.45M
|
593K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-1.96K- 2.94% |
$52.8K - $55.8K
|
64.6K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 0.99% |
$216 - $228
|
815
$22.1K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-108- 2.08% |
$2.92K - $3.08K
|
5.08K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
862+ 0.12% |
$23.3K - $24.6K
|
740K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.84K+ 6.74% |
$104K - $110K
|
60.9K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.29K+ 7.65% |
$116K - $122K
|
60.4K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-222- 1.05% |
$6K - $6.34K
|
21K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
40.5K+ 13.36% |
$1.09M - $1.16M
|
344K
$9.31M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
27.6K+ 6.15% |
$746K - $788K
|
477K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.02% |
$1.32K - $1.4K
|
202K
$5.48M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-33Closed |
$891 - $942
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-129K- 20.72% |
$3.49M - $3.69M
|
495K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
162+ 1.68% |
$4.38K - $4.62K
|
9.78K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10.3K+ 7.77% |
$277K - $293K
|
142K
$3.85M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
503+ 0.54% |
$13.6K - $14.4K
|
94.3K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.19K+ 10.1% |
$140K - $148K
|
56.6K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
309K+ 26.02% |
$8.35M - $8.83M
|
1.5M
$40.6M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
76.5KNew |
$2.07M - $2.18M
|
76.5K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
189K+ 327.89% |
$5.11M - $5.4M
|
247K
$6.69M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
90.4K+ 183.26% |
$2.44M - $2.58M
|
140K
$3.79M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 0.8% |
$47.2K - $49.9K
|
216K
$5.85M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
523+ 1.79% |
$14.1K - $14.9K
|
29.8K
$808K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-3.24K- 99.88% |
$87.4K - $92.4K
|
4
$108
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
167K+ 75.44% |
$4.51M - $4.77M
|
389K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14.9K- 76.27% |
$402K - $425K
|
4.63K
$125K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.07K+ 0.71% |
$28.8K - $30.5K
|
151K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
424+ 1.86% |
$11.5K - $12.1K
|
23.3K
$630K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13.2K+ 171.79% |
$358K - $378K
|
20.9K
$567K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-7.48K- 4.45% |
$202K - $213K
|
161K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-369- 1.12% |
$9.97K - $10.5K
|
32.5K
$879K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
331+ 1.96% |
$8.94K - $9.45K
|
17.3K
$467K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-81.1K- 42.84% |
$2.19M - $2.31M
|
108K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-502- 2.16% |
$13.6K - $14.3K
|
22.7K
$615K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-12.9K- 8.7% |
$349K - $369K
|
136K
$3.67M
|