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 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
621+ 3.96% |
$16.8K - $17.7K
|
16.3K
$442K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
846+ 1.15% |
$22.9K - $24.1K
|
74.5K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.72K- 17.34% |
$127K - $135K
|
22.5K
$609K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.35KNew |
$198K - $210K
|
7.35K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
67+ 0.7% |
$1.81K - $1.91K
|
9.66K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4.86K+ 7.21% |
$131K - $139K
|
72.3K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-374K- 35.84% |
$10.1M - $10.7M
|
669K
$18.1M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
128+ 0.37% |
$3.46K - $3.65K
|
35K
$947K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.58K- 5.1% |
$96.6K - $102K
|
66.5K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-260- 6.25% |
$7.02K - $7.42K
|
3.9K
$106K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 20.44% |
$505K - $534K
|
110K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
27New |
$729 - $771
|
27
$731
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
556KNew |
$15M - $15.9M
|
556K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
25+ 20.16% |
$675 - $714
|
149
$4.04K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.1K+ 93.46% |
$272K - $288K
|
20.9K
$565K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.81KNew |
$211K - $223K
|
7.81K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.95K+ 19.93% |
$52.6K - $55.6K
|
11.7K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
90K+ 38.3% |
$2.43M - $2.57M
|
325K
$8.8M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9.31K- 1.66% |
$251K - $266K
|
551K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.96K- 0.47% |
$52.8K - $55.8K
|
414K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.41K+ 11.38% |
$38.1K - $40.2K
|
13.8K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.51MNew |
$40.7M - $43M
|
1.51M
$40.9M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21K- 1.92% |
$566K - $598K
|
1.07M
$29M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.33K+ 1.27% |
$63K - $66.6K
|
186K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
21.2K+ 6.49% |
$573K - $606K
|
348K
$9.44M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.94% |
$189 - $200
|
748
$20.3K
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-960- 0.36% |
$25.9K - $27.4K
|
268K
$7.27M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.4K+ 0.74% |
$388K - $410K
|
1.96M
$53.1M
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
195+ 0.63% |
$5.27K - $5.57K
|
31.2K
$846K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-17.2K- 3.55% |
$465K - $491K
|
467K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-4.15K- 11.82% |
$112K - $118K
|
30.9K
$838K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.88K- 0.49% |
$50.7K - $53.6K
|
377K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4.32K+ 9.72% |
$117K - $123K
|
48.8K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
5.49K+ 2.3% |
$148K - $157K
|
244K
$6.61M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
585+ 0.52% |
$15.8K - $16.7K
|
113K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
19.7KNew |
$533K - $564K
|
19.7K
$535K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
158+ 2.05% |
$4.27K - $4.51K
|
7.87K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
6.18K+ 19.26% |
$167K - $176K
|
38.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
128K+ 89.79% |
$3.46M - $3.65M
|
271K
$7.33M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.6K+ 3.35% |
$502K - $531K
|
574K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.46K- 1.72% |
$66.5K - $70.3K
|
141K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.59K+ 3.49% |
$43K - $45.5K
|
47.3K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.53K+ 3.1% |
$230K - $244K
|
284K
$7.69M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-7.02K- 1.38% |
$190K - $200K
|
500K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.92K+ 1.66% |
$187K - $197K
|
424K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-72- 0.05% |
$1.94K - $2.05K
|
137K
$3.71M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
194K+ 7.22% |
$5.24M - $5.54M
|
2.88M
$78.1M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
89+ 0.9% |
$2.4K - $2.54K
|
9.99K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.71K- 5.41% |
$73.3K - $77.5K
|
47.5K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
106K+ 44.1% |
$2.87M - $3.03M
|
347K
$9.39M
|