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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-178- 1.46% |
$4.33K - $4.96K
|
12.1K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.74K+ 4.73% |
$42.2K - $48.4K
|
38.5K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.25K- 28.94% |
$30.4K - $34.9K
|
3.07K
$84.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.48KNew |
$109K - $125K
|
4.48K
$123K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23+ 0.19% |
$559 - $641
|
11.9K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-103K- 2.51% |
$2.5M - $2.86M
|
3.99M
$110M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
23.9K+ 238.15% |
$582K - $667K
|
34K
$933K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.49K+ 1.97% |
$36.3K - $41.6K
|
77.2K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.89K+ 6.42% |
$46K - $52.7K
|
31.4K
$862K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
89+ 0.93% |
$2.16K - $2.48K
|
9.66K
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.32KNew |
$202K - $232K
|
8.32K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.6K- 1.21% |
$63.1K - $72.4K
|
211K
$5.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
119+ 0.52% |
$2.89K - $3.32K
|
23.1K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15.8K+ 3.06% |
$383K - $439K
|
531K
$14.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8.2K+ 1.64% |
$199K - $228K
|
509K
$14M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.81K- 16.55% |
$68.4K - $78.4K
|
14.2K
$390K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
483+ 3.22% |
$11.7K - $13.5K
|
15.5K
$425K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
285K+ 15.59% |
$6.93M - $7.94M
|
2.11M
$58.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-445K- 38.97% |
$10.8M - $12.4M
|
698K
$19.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
359+ 44.21% |
$8.73K - $10K
|
1.17K
$32.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
35.3K+ 4.77% |
$859K - $984K
|
776K
$21.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-601- 2.7% |
$14.6K - $16.7K
|
21.7K
$596K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.02K+ 8.17% |
$24.7K - $28.3K
|
13.5K
$370K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.8KNew |
$335K - $384K
|
13.8K
$379K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-21K- 14.25% |
$511K - $586K
|
127K
$3.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.22K+ 9.79% |
$53.9K - $61.8K
|
24.9K
$684K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.42K+ 0.64% |
$58.8K - $67.4K
|
380K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.43K- 1.33% |
$59K - $67.6K
|
180K
$4.95M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.27K- 0.98% |
$30.8K - $35.3K
|
127K
$3.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
31.6K+ 147.37% |
$768K - $881K
|
53K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
7+ 0.05% |
$170 - $195
|
14.4K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15.6K+ 8.03% |
$379K - $435K
|
210K
$5.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-25.5K- 5.27% |
$619K - $710K
|
457K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.86K+ 0.3% |
$69.6K - $79.8K
|
951K
$26.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.97K- 13.3% |
$96.5K - $111K
|
25.9K
$710K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18.1K+ 5.23% |
$441K - $506K
|
365K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
9.63K+ 25.42% |
$234K - $268K
|
47.5K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-735- 0.85% |
$17.9K - $20.5K
|
85.8K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
167New |
$4.06K - $4.65K
|
167
$4.59K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 11.81% |
$67.2K - $77.1K
|
26.2K
$720K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-55.6K- 13.32% |
$1.35M - $1.55M
|
362K
$9.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.06K+ 1.86% |
$50.2K - $57.5K
|
113K
$3.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.79K- 3.98% |
$67.8K - $77.6K
|
67.2K
$1.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
363+ 1.49% |
$8.83K - $10.1K
|
24.8K
$681K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.73K- 0.94% |
$115K - $132K
|
498K
$13.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-8.35K- 10.6% |
$203K - $233K
|
70.5K
$1.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-327- 2.71% |
$7.95K - $9.11K
|
11.8K
$323K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32.3K+ 15.89% |
$785K - $900K
|
235K
$6.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.3K- 3.67% |
$907K - $1.04M
|
979K
$26.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
60.6K+ 20.1% |
$1.47M - $1.69M
|
362K
$9.95M
|