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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-24.3K- 14.71% |
$590K - $676K
|
141K
$3.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
95+ 0.99% |
$2.31K - $2.65K
|
9.74K
$268K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.05K+ 8.2% |
$49.7K - $57K
|
27K
$742K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
600+ 7.27% |
$14.6K - $16.7K
|
8.85K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
13.8K+ 137.4% |
$335K - $384K
|
23.8K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
85New |
$2.07K - $2.37K
|
85
$2.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
820KNew |
$19.9M - $22.9M
|
820K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.5K- 2.67% |
$280K - $321K
|
420K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-707- 0.41% |
$17.2K - $19.7K
|
172K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-390- 1.03% |
$9.48K - $10.9K
|
37.5K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
412K+ 245.27% |
$10M - $11.5M
|
580K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
183K+ 1.18% |
$4.45M - $5.1M
|
15.7M
$431M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
241K+ 51.4% |
$5.85M - $6.7M
|
709K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
928+ 4.88% |
$22.6K - $25.9K
|
20K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 0.74% |
$285K - $327K
|
1.58M
$43.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-444- 3.26% |
$10.8K - $12.4K
|
13.2K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-19- 0.99% |
$462 - $530
|
1.9K
$52.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-86.7K- 55.11% |
$2.11M - $2.42M
|
70.6K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-17.2K- 2.91% |
$419K - $480K
|
575K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-99.9K- 10.62% |
$2.43M - $2.78M
|
841K
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
186K+ 3.16% |
$4.51M - $5.17M
|
6.06M
$166M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$531K - $609K
|
21.9K
$601K
|
|
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
787KNew |
$19.1M - $21.9M
|
787K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.17K+ 11.22% |
$28.4K - $32.6K
|
11.6K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.55K+ 2.57% |
$111K - $127K
|
181K
$4.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.68K+ 2.12% |
$89.6K - $103K
|
178K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
37.9K+ 19.62% |
$922K - $1.06M
|
231K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
950+ 6.63% |
$23.1K - $26.5K
|
15.3K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
14.3KNew |
$348K - $399K
|
14.3K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
179K+ 1.8% |
$4.36M - $5M
|
10.1M
$279M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
52+ 0.25% |
$1.26K - $1.45K
|
20.5K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
252+ 1.29% |
$6.13K - $7.02K
|
19.9K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.1K- 1.99% |
$439K - $503K
|
889K
$24.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.14K- 3.28% |
$101K - $115K
|
122K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.17K+ 1.86% |
$101K - $116K
|
229K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
112K+ 6.55% |
$2.73M - $3.13M
|
1.83M
$50.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
19.8K+ 2.78% |
$481K - $552K
|
733K
$20.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
70.8K+ 9.63% |
$1.72M - $1.97M
|
806K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.83K+ 51.14% |
$166K - $190K
|
20.2K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
596+ 1.69% |
$14.5K - $16.6K
|
35.8K
$984K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
681+ 0.5% |
$16.6K - $19K
|
138K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
80.3K+ 10.74% |
$1.95M - $2.24M
|
828K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
892K+ 135.2% |
$21.7M - $24.9M
|
1.55M
$42.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
680KNew |
$16.5M - $19M
|
680K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
20KNew |
$486K - $557K
|
20K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36.1K+ 39.92% |
$877K - $1M
|
126K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.79K+ 6.39% |
$92.2K - $106K
|
63.1K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.51K+ 6.05% |
$36.7K - $42.1K
|
26.5K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5.54K+ 12.29% |
$135K - $154K
|
50.6K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-614- 0.55% |
$14.9K - $17.1K
|
111K
$3.06M
|