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 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
27.2K+ 2.13% |
$662K - $759K
|
1.31M
$35.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
7.86KNew |
$191K - $219K
|
7.86K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.15K+ 3.96% |
$27.9K - $31.9K
|
30.1K
$826K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
140+ 1.46% |
$3.4K - $3.9K
|
9.71K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.2K+ 1.24% |
$2.05M - $2.35M
|
6.85M
$188M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.6K+ 1.62% |
$136K - $156K
|
351K
$9.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.91K- 0.24% |
$70.7K - $81.1K
|
1.2M
$33M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
52+ 0.17% |
$1.26K - $1.45K
|
31.1K
$854K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-2.12K- 14.89% |
$51.6K - $59.1K
|
12.1K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.84K+ 5.28% |
$44.8K - $51.3K
|
36.7K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
854K+ 15.57% |
$20.8M - $23.8M
|
6.34M
$174M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
32+ 0.25% |
$778 - $892
|
12.8K
$352K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-702- 27.53% |
$17.1K - $19.6K
|
1.85K
$50.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8.93K- 17.95% |
$217K - $249K
|
40.8K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
160+ 0.98% |
$3.89K - $4.46K
|
16.5K
$452K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9.48K+ 29.12% |
$231K - $264K
|
42K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
101KNew |
$2.44M - $2.8M
|
101K
$2.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
1.16M+ 3673.01% |
$28.3M - $32.4M
|
1.2M
$32.9M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.97K+ 3.66% |
$47.8K - $54.8K
|
55.7K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.41K+ 17.74% |
$131K - $151K
|
35.9K
$986K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
68.5K+ 5.06% |
$1.67M - $1.91M
|
1.42M
$39.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-178K- 12.18% |
$4.32M - $4.95M
|
1.28M
$35.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
3.24K+ 80900.0% |
$78.7K - $90.2K
|
3.24K
$89K
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
101K+ 6.61% |
$2.46M - $2.82M
|
1.63M
$44.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
9.1K+ 12.22% |
$221K - $254K
|
83.6K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
14.8K+ 5.49% |
$360K - $413K
|
285K
$7.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-8.23K- 7.86% |
$200K - $229K
|
96.4K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
43.1K+ 8.01% |
$1.05M - $1.2M
|
582K
$16M
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.86K- 14.24% |
$45.2K - $51.8K
|
11.2K
$308K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
139+ 0.82% |
$3.38K - $3.87K
|
17K
$468K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-55.2K- 41.38% |
$1.34M - $1.54M
|
78.1K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
10.9KNew |
$265K - $303K
|
10.9K
$299K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-131K- 5.35% |
$3.18M - $3.64M
|
2.32M
$63.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-36.3K- 6.92% |
$882K - $1.01M
|
488K
$13.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
6+ 0.43% |
$146 - $167
|
1.39K
$38.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
94+ 2.64% |
$2.29K - $2.62K
|
3.66K
$100K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.17K- 0.84% |
$28.5K - $32.7K
|
138K
$3.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
21.7KNew |
$527K - $604K
|
21.7K
$595K
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-39.6K- 4.49% |
$963K - $1.1M
|
843K
$23.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-35.7K- 18.57% |
$868K - $994K
|
156K
$4.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
608+ 2.4% |
$14.8K - $16.9K
|
25.9K
$713K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-471K- 3.38% |
$11.5M - $13.1M
|
13.5M
$370M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
953+ 10.96% |
$23.2K - $26.6K
|
9.65K
$265K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.08M+ 5.97% |
$26.3M - $30.2M
|
19.2M
$528M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
850New |
$20.7K - $23.7K
|
850
$23.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.87K+ 20.1% |
$69.7K - $79.9K
|
17.1K
$471K
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-55.9K- 7.63% |
$1.36M - $1.56M
|
677K
$18.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
29.3K+ 20.03% |
$713K - $817K
|
176K
$4.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.2K- 1.23% |
$102K - $117K
|
336K
$9.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-49- 0.15% |
$1.19K - $1.37K
|
32.3K
$888K
|