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
|
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
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
66+ 0.9% |
$1.78K - $1.88K
|
7.42K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12.9K+ 49.38% |
$349K - $369K
|
39.1K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
93.1K+ 111.98% |
$2.51M - $2.66M
|
176K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
56K+ 6.57% |
$1.51M - $1.6M
|
907K
$24.6M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.1K+ 2.12% |
$246K - $260K
|
439K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.35K+ 1.39% |
$36.4K - $38.5K
|
98.2K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
80.5K+ 4.93% |
$2.17M - $2.3M
|
1.71M
$46.4M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-88- 0.35% |
$2.38K - $2.51K
|
25.2K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
28.2K+ 2.15% |
$761K - $805K
|
1.34M
$36.3M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-690- 0.74% |
$18.6K - $19.7K
|
92.4K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
959+ 7.6% |
$25.9K - $27.4K
|
13.6K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
42+ 0.69% |
$1.13K - $1.2K
|
6.09K
$165K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.38K+ 0.45% |
$37.4K - $39.5K
|
311K
$8.42M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.43K- 1.34% |
$38.5K - $40.7K
|
105K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.11K+ 15.24% |
$83.9K - $88.7K
|
23.5K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
205+ 0.9% |
$5.54K - $5.85K
|
23K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.58K- 26.78% |
$42.7K - $45.1K
|
4.32K
$117K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
273+ 0.86% |
$7.37K - $7.79K
|
31.9K
$863K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 5.46% |
$33.4K - $35.3K
|
21.4K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-8.56K- 9.3% |
$231K - $244K
|
83.4K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-672- 6.25% |
$18.2K - $19.2K
|
10.1K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.8K- 4.41% |
$75.7K - $79.9K
|
60.7K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.23K+ 3.0% |
$87.2K - $92.2K
|
111K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-24K- 14.89% |
$648K - $685K
|
137K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-18.3K- 20.97% |
$495K - $524K
|
69.1K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-85.1K- 13.45% |
$2.3M - $2.43M
|
547K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 2.35% |
$380K - $401K
|
583K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.3K- 3.36% |
$35K - $37K
|
37.3K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.35K- 7.49% |
$36.5K - $38.5K
|
16.7K
$452K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.28K+ 0.62% |
$34.5K - $36.5K
|
208K
$5.64M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-6.16K- 9.5% |
$166K - $176K
|
58.7K
$1.59M
|