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 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
669+ 0.86% |
$16.3K - $18.6K
|
78.8K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 4.54% |
$493K - $565K
|
467K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.62K- 7.22% |
$39.5K - $45.2K
|
20.9K
$573K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-58.4K- 70.69% |
$1.42M - $1.63M
|
24.2K
$666K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11.6K- 0.98% |
$283K - $324K
|
1.17M
$32.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-149K- 65.27% |
$3.63M - $4.16M
|
79.4K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-35.9K- 0.64% |
$873K - $1M
|
5.61M
$154M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12.9K+ 131.59% |
$313K - $359K
|
22.6K
$622K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.13K- 8.25% |
$100K - $115K
|
46K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
31.2K+ 13.2% |
$759K - $870K
|
268K
$7.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14.5K- 3.85% |
$354K - $405K
|
363K
$9.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2K+ 5.6% |
$48.6K - $55.7K
|
37.7K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Charles Schwab Trust Bank
Henderson, NV |
BUY
|
- |
694K+ 24.04% |
$16.9M - $19.3M
|
3.58M
$98.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
6.99K+ 4.86% |
$170K - $195K
|
151K
$4.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 0.76% |
$26.3K - $30.2K
|
143K
$3.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
10.7K+ 13.05% |
$260K - $298K
|
92.6K
$2.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
8.53KNew |
$207K - $238K
|
8.53K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.91K+ 30.31% |
$192K - $220K
|
34K
$934K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4K- 23.47% |
$97.4K - $112K
|
13.1K
$359K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
73+ 0.76% |
$1.78K - $2.03K
|
9.73K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
45.1K+ 136.57% |
$1.1M - $1.26M
|
78.2K
$2.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
3.62K+ 44.74% |
$88.1K - $101K
|
11.7K
$322K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-329- 2.79% |
$8K - $9.17K
|
11.5K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.2K+ 5.53% |
$783K - $898K
|
615K
$16.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-726- 21.17% |
$17.7K - $20.2K
|
2.7K
$74.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-80.3K- 25.31% |
$1.95M - $2.24M
|
237K
$6.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.31K- 5.28% |
$80.6K - $92.3K
|
59.5K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
17.9K+ 4.18% |
$436K - $500K
|
446K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
117KNew |
$2.84M - $3.26M
|
117K
$3.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-557- 5.77% |
$13.5K - $15.5K
|
9.1K
$250K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-22.8K- 14.78% |
$554K - $635K
|
131K
$3.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.2K+ 6.15% |
$272K - $312K
|
193K
$5.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
52.8K+ 67.14% |
$1.28M - $1.47M
|
131K
$3.61M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-613- 4.52% |
$14.9K - $17.1K
|
13K
$356K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
32.9KNew |
$800K - $916K
|
32.9K
$903K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-805K- 59.07% |
$19.6M - $22.4M
|
557K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12K- 3.39% |
$292K - $335K
|
342K
$9.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-64.9K- 5.89% |
$1.58M - $1.81M
|
1.04M
$28.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-22.7K- 8.95% |
$551K - $632K
|
231K
$6.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.76K+ 123.28% |
$237K - $272K
|
17.7K
$486K
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-1.47K- 8.76% |
$35.8K - $41.1K
|
15.4K
$422K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-18.3K- 50.25% |
$446K - $511K
|
18.2K
$499K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
38+ 0.5% |
$924 - $1.06K
|
7.58K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23.8K- 1.58% |
$579K - $663K
|
1.48M
$40.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-476- 1.59% |
$11.6K - $13.3K
|
29.4K
$807K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-777- 7.0% |
$18.9K - $21.7K
|
10.3K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 1.64% |
$61.9K - $70.9K
|
158K
$4.34M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-591K- 33.66% |
$14.4M - $16.5M
|
1.16M
$32M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.9K+ 17.7% |
$46.2K - $53K
|
12.6K
$347K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.95KNew |
$71.7K - $82.1K
|
2.95K
$81K
|