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
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
60.9K+ 17.62% |
$1.48M - $1.7M
|
406K
$11.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6.64K+ 7.46% |
$161K - $185K
|
95.6K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.21K- 2.18% |
$53.8K - $61.7K
|
99.1K
$2.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
12.2K+ 20.79% |
$298K - $341K
|
71.1K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-177- 4.54% |
$4.3K - $4.93K
|
3.72K
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-117- 0.45% |
$2.85K - $3.26K
|
25.9K
$711K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26.1K+ 92.5% |
$634K - $727K
|
54.3K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.62K- 4.62% |
$39.3K - $45.1K
|
33.3K
$916K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.66K- 2.62% |
$138K - $158K
|
210K
$5.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-26.5K- 59.24% |
$644K - $738K
|
18.2K
$500K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19.4K+ 25.25% |
$471K - $539K
|
96K
$2.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.55K+ 31.62% |
$86.2K - $98.8K
|
14.8K
$405K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-725- 0.45% |
$17.6K - $20.2K
|
160K
$4.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.6K- 1.63% |
$258K - $295K
|
641K
$17.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
14.4K+ 9.64% |
$351K - $402K
|
164K
$4.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-22- 0.48% |
$535 - $613
|
4.61K
$127K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
70.6K+ 8.84% |
$1.72M - $1.97M
|
869K
$23.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-111K- 10.94% |
$2.7M - $3.1M
|
904K
$24.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
300+ 25.17% |
$7.3K - $8.36K
|
1.49K
$41K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.54K+ 0.07% |
$37.5K - $43K
|
2.26M
$62M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8+ 2.38% |
$195 - $223
|
344
$9.45K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8.52K- 11.79% |
$207K - $238K
|
63.7K
$1.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-63.9K- 61.21% |
$1.55M - $1.78M
|
40.5K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
585+ 2.58% |
$14.2K - $16.3K
|
23.3K
$640K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.58K- 8.42% |
$233K - $267K
|
104K
$2.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-494K- 20.6% |
$12M - $13.8M
|
1.9M
$52.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.75K+ 24.78% |
$91.2K - $105K
|
18.9K
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 4.76% |
$24.3 - $27.9
|
22
$605
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
42.5K+ 43.01% |
$1.03M - $1.18M
|
141K
$3.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 11.27% |
$195 - $223
|
79
$2.17K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-479K- 35.44% |
$11.6M - $13.3M
|
872K
$24M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.8K- 2.16% |
$288K - $330K
|
536K
$14.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.59K+ 2.47% |
$63K - $72.2K
|
108K
$2.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.03% |
$97.3 - $111
|
15.3K
$420K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
46K+ 19.46% |
$1.12M - $1.28M
|
283K
$7.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
170+ 0.66% |
$4.13K - $4.74K
|
25.8K
$710K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.5K+ 9.42% |
$36.5K - $41.8K
|
17.4K
$479K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.3K+ 6.6% |
$396K - $454K
|
263K
$7.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
1.08K+ 8.16% |
$26.2K - $30K
|
14.3K
$392K
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
146K+ 13.78% |
$3.55M - $4.07M
|
1.21M
$33.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
20.9K+ 20.19% |
$508K - $582K
|
124K
$3.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.09K- 3.9% |
$75.1K - $86.1K
|
76.1K
$2.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-132- 0.36% |
$3.21K - $3.68K
|
36.5K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.92K+ 67.57% |
$193K - $221K
|
19.6K
$540K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
14+ 0.07% |
$340 - $390
|
19.6K
$538K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
12.6K+ 11.91% |
$307K - $352K
|
119K
$3.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
919+ 4.72% |
$22.4K - $25.6K
|
20.4K
$560K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.31K+ 8.74% |
$32K - $36.6K
|
16.4K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34.8K+ 26.65% |
$847K - $971K
|
166K
$4.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16K+ 19.36% |
$389K - $446K
|
98.6K
$2.71M
|