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 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.67K+ 21.62% |
$64.9K - $74.3K
|
15K
$412K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.1M- 92.62% |
$26.7M - $30.6M
|
87.6K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
9.99K+ 21.13% |
$243K - $278K
|
57.3K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-161K- 92.37% |
$3.91M - $4.48M
|
13.3K
$364K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
49.5KNew |
$1.2M - $1.38M
|
49.5K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.17K+ 68.31% |
$174K - $200K
|
17.7K
$486K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-26.6K- 4.77% |
$647K - $742K
|
532K
$14.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-66.9K- 39.67% |
$1.63M - $1.86M
|
102K
$2.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.9K- 6.5% |
$70.5K - $80.8K
|
41.7K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-22K- 48.93% |
$536K - $614K
|
23K
$632K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 1.39% |
$82.9K - $95K
|
249K
$6.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-5.03K- 9.99% |
$122K - $140K
|
45.3K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$272K - $312K
|
11.2K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-204- 0.72% |
$4.96K - $5.69K
|
28.1K
$773K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
68.5K+ 13.47% |
$1.67M - $1.91M
|
577K
$15.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-42- 49.41% |
$1.02K - $1.17K
|
43
$1.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
166+ 20.0% |
$4.04K - $4.63K
|
996
$27.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.76K+ 1.34% |
$116K - $133K
|
360K
$9.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-490- 0.11% |
$11.9K - $13.7K
|
444K
$12.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.17% |
$413 - $474
|
10.1K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
153K+ 1060.4% |
$3.72M - $4.26M
|
167K
$4.6M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.75K+ 18.63% |
$237K - $272K
|
62.1K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
9.35K+ 5.02% |
$227K - $261K
|
196K
$5.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
149+ 0.53% |
$3.62K - $4.15K
|
28.1K
$773K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
262+ 1.05% |
$6.37K - $7.3K
|
25.2K
$694K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12.7K+ 13.27% |
$308K - $353K
|
108K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
27.5K+ 1.83% |
$668K - $765K
|
1.53M
$41.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
184+ 1.88% |
$4.47K - $5.13K
|
9.98K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4.19K+ 2810.07% |
$102K - $117K
|
4.34K
$119K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
12.1K+ 138.48% |
$294K - $337K
|
20.8K
$571K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.1K- 4.87% |
$26.6K - $30.5K
|
21.4K
$587K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-15- 0.08% |
$365 - $418
|
18.2K
$500K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.65K+ 8.0% |
$40.1K - $45.9K
|
22.2K
$611K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-229- 1.33% |
$5.57K - $6.38K
|
17K
$468K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-5.13K- 2.86% |
$125K - $143K
|
174K
$4.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.2K- 4.92% |
$29.2K - $33.4K
|
23.2K
$637K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-88K- 17.77% |
$2.14M - $2.45M
|
407K
$11.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-454- 3.58% |
$11K - $12.7K
|
12.2K
$336K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.19K+ 2.36% |
$28.9K - $33.1K
|
51.6K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-6.04K- 10.37% |
$147K - $168K
|
52.2K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
3.17K+ 0.51% |
$77.2K - $88.4K
|
626K
$17.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-9.3K- 26.05% |
$226K - $259K
|
26.4K
$725K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
328K+ 33.16% |
$7.99M - $9.15M
|
1.32M
$36.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.73K+ 9.63% |
$115K - $132K
|
53.8K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.16K- 10.55% |
$28.1K - $32.2K
|
9.8K
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.6K+ 8.62% |
$38.9K - $44.6K
|
20.2K
$555K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-9.33K- 1.66% |
$227K - $260K
|
553K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-23.9K- 16.83% |
$582K - $667K
|
118K
$3.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9.67K+ 44.72% |
$235K - $270K
|
31.3K
$860K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-801K- 96.18% |
$19.5M - $22.3M
|
31.8K
$874K
|