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 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-341- 3.2% |
$8.29K - $9.5K
|
10.3K
$283K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.21K- 1.73% |
$53.6K - $61.5K
|
126K
$3.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-82.2K- 7.93% |
$2M - $2.29M
|
954K
$26.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.57K+ 12.21% |
$184K - $211K
|
69.6K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-76.4K- 9.41% |
$1.86M - $2.13M
|
735K
$20.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
11.1K+ 3.27% |
$271K - $311K
|
352K
$9.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
81K+ 151.6% |
$1.97M - $2.26M
|
134K
$3.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-698- 1.72% |
$17K - $19.5K
|
39.9K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
105+ 0.06% |
$2.55K - $2.93K
|
167K
$4.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-3.46K- 14.2% |
$84.2K - $96.5K
|
20.9K
$575K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-14.1K- 24.0% |
$343K - $393K
|
44.6K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.9K- 8.45% |
$46.2K - $52.9K
|
20.6K
$565K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.9K+ 4.89% |
$94.8K - $109K
|
83.6K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.2K+ 2.18% |
$29.3K - $33.5K
|
56.3K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.59K+ 26.04% |
$38.5K - $44.2K
|
7.67K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
11.7KNew |
$283K - $325K
|
11.7K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.47KNew |
$230K - $264K
|
9.47K
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
78K+ 2265.24% |
$1.9M - $2.17M
|
81.5K
$2.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.77K- 1.13% |
$67.4K - $77.2K
|
241K
$6.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
11K+ 4.31% |
$268K - $307K
|
267K
$7.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.82K+ 6.17% |
$141K - $162K
|
100K
$2.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
594+ 0.82% |
$14.4K - $16.6K
|
73.5K
$2.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.06% |
$122 - $139
|
8.54K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-1.79K- 11.43% |
$43.6K - $49.9K
|
13.9K
$382K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
13.9KNew |
$337K - $386K
|
13.9K
$381K
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
12KNew |
$292K - $335K
|
12K
$330K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
3.55K+ 3.28% |
$86.3K - $98.9K
|
112K
$3.07M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
79.4K+ 8.36% |
$1.93M - $2.21M
|
1.03M
$28.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.48K+ 3.09% |
$60.2K - $69K
|
82.5K
$2.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
42.3K+ 9.53% |
$1.03M - $1.18M
|
486K
$13.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
44+ 0.16% |
$1.07K - $1.23K
|
28.3K
$777K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
22.3KNew |
$542K - $622K
|
22.3K
$613K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21.7K+ 19.99% |
$527K - $604K
|
130K
$3.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.95K+ 6.52% |
$71.8K - $82.3K
|
48.2K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-127- 0.62% |
$3.09K - $3.54K
|
20.2K
$556K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
70K+ 12.82% |
$1.7M - $1.95M
|
616K
$16.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
27+ 0.61% |
$657 - $752
|
4.42K
$122K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-6.72K- 2.95% |
$163K - $187K
|
221K
$6.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.45K+ 2.98% |
$35.3K - $40.4K
|
50.2K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
24.4K+ 7.51% |
$594K - $680K
|
349K
$9.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
12.8KNew |
$310K - $356K
|
12.8K
$351K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.24K- 2.62% |
$78.7K - $90.2K
|
120K
$3.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-331K- 80.36% |
$8.05M - $9.22M
|
80.9K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-530- 0.99% |
$12.9K - $14.8K
|
53K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.4K- 9.09% |
$34K - $39K
|
14K
$384K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$243 - $279
|
17.5K
$481K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.01K- 2.49% |
$48.8K - $55.9K
|
78.5K
$2.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.86K- 7.18% |
$45.2K - $51.8K
|
24K
$660K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-16.7K- 23.16% |
$407K - $467K
|
55.6K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
21.4K+ 3.05% |
$522K - $598K
|
724K
$19.9M
|