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 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.65K- 6.33% |
$44.5K - $47K
|
24.4K
$660K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
681+ 4.83% |
$18.4K - $19.4K
|
14.8K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13.8K+ 20.87% |
$373K - $394K
|
80K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-99- 0.14% |
$2.67K - $2.83K
|
69.4K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.28K+ 0.62% |
$34.5K - $36.5K
|
208K
$5.64M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
103K+ 2.11% |
$2.77M - $2.93M
|
4.98M
$135M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37.6K+ 1.59% |
$1.02M - $1.07M
|
2.4M
$64.9M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.72K+ 19.49% |
$236K - $249K
|
53.5K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
201+ 1.92% |
$5.43K - $5.74K
|
10.6K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.32K- 0.8% |
$89.7K - $94.8K
|
411K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.79K+ 13.01% |
$75.3K - $79.6K
|
24.2K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.65K- 3.98% |
$153K - $161K
|
136K
$3.69M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.06K+ 1.91% |
$245K - $259K
|
482K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-150K- 20.87% |
$4.06M - $4.29M
|
569K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-289- 1.85% |
$7.81K - $8.25K
|
15.3K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
13.7K+ 9.48% |
$369K - $390K
|
158K
$4.28M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
783+ 0.83% |
$21.1K - $22.3K
|
95.5K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.06K+ 29.03% |
$164K - $173K
|
26.9K
$729K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
81+ 1.08% |
$2.19K - $2.31K
|
7.55K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.81K- 7.99% |
$265K - $280K
|
113K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8.48K- 13.58% |
$229K - $242K
|
54K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-434- 0.25% |
$11.7K - $12.4K
|
172K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
4.41KNew |
$119K - $126K
|
4.41K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
9.61K+ 0.76% |
$260K - $274K
|
1.27M
$34.3M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-37.7K- 3.58% |
$1.02M - $1.08M
|
1.02M
$27.5M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
68K+ 70.26% |
$1.84M - $1.94M
|
165K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
40.7K+ 13.56% |
$1.1M - $1.16M
|
341K
$9.23M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
86.8K+ 6.04% |
$2.35M - $2.48M
|
1.52M
$41.3M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
30.1K+ 5.35% |
$813K - $859K
|
592K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.85K+ 4.77% |
$239K - $252K
|
194K
$5.26M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37.3KNew |
$1.01M - $1.06M
|
37.3K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.29K+ 7.81% |
$143K - $151K
|
73.1K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-4.89K- 0.34% |
$132K - $140K
|
1.44M
$39M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 0.12% |
$675 - $714
|
20.9K
$566K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.01% |
$486 - $514
|
143K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-9.99K- 21.42% |
$270K - $285K
|
36.7K
$993K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
500K+ 349.93% |
$13.5M - $14.3M
|
643K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.29K- 0.18% |
$34.9K - $36.9K
|
702K
$19M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
7.22K+ 9.66% |
$195K - $206K
|
81.9K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.47M+ 6.8% |
$66.7M - $70.5M
|
38.8M
$1.05B
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-38.2K- 14.33% |
$1.03M - $1.09M
|
228K
$6.19M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.41K- 3.73% |
$38.1K - $40.3K
|
36.4K
$987K
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
24.8K+ 3.73% |
$669K - $706K
|
689K
$18.7M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 7.82% |
$370K - $391K
|
161K
$4.37M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-984- 1.91% |
$26.6K - $28.1K
|
50.6K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-351- 3.7% |
$9.48K - $10K
|
9.14K
$248K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
107K+ 9.93% |
$2.9M - $3.06M
|
1.19M
$32.2M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 2.69% |
$39.2K - $41.4K
|
55.4K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
14.5KNew |
$391K - $413K
|
14.5K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.66K+ 4.98% |
$71.9K - $76K
|
56.2K
$1.52M
|