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 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
529+ 1.0% |
$14.3K - $15.1K
|
53.5K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 13.18% |
$70.1K - $74.1K
|
17.1K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-390- 1.96% |
$10.5K - $11.1K
|
19.5K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.6K+ 0.71% |
$43.3K - $45.8K
|
227K
$6.16M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
11.6K+ 13.88% |
$314K - $332K
|
95.4K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
16KNew |
$431K - $455K
|
16K
$432K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8.88K+ 2.88% |
$240K - $253K
|
317K
$8.59M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.9K+ 4.11% |
$836K - $883K
|
784K
$21.2M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
32.1K+ 66.57% |
$866K - $915K
|
80.2K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-37.9K- 3.86% |
$1.02M - $1.08M
|
943K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
20.4K+ 2.11% |
$551K - $583K
|
989K
$26.8M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
67.4K+ 7.71% |
$1.82M - $1.92M
|
942K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
19+ 6.91% |
$513 - $542
|
294
$7.96K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
38K+ 389.32% |
$1.03M - $1.09M
|
47.8K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-3.58K- 19.51% |
$96.8K - $102K
|
14.8K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.2% |
$28.3K - $29.9K
|
88.5K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$194K - $205K
|
7.2K
$195K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-459- 1.51% |
$12.4K - $13.1K
|
30K
$814K
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-362- 2.6% |
$9.78K - $10.3K
|
13.6K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
147+ 0.56% |
$3.97K - $4.2K
|
26.3K
$713K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
17.4K+ 2.5% |
$470K - $497K
|
712K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.72K- 1.52% |
$73.6K - $77.7K
|
176K
$4.77M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
7.82KNew |
$211K - $223K
|
7.82K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.23% |
$27 - $28.5
|
82
$2.22K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.9K+ 54.46% |
$186K - $197K
|
19.6K
$530K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.72% |
$81 - $85.6
|
417
$11.3K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
73.3K+ 8.36% |
$1.98M - $2.09M
|
950K
$25.7M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.25M- 30.76% |
$223M - $235M
|
18.6M
$503M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-435- 3.5% |
$11.7K - $12.4K
|
12K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
14K+ 5.03% |
$379K - $400K
|
293K
$7.93M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.72K+ 23.76% |
$127K - $135K
|
24.6K
$665K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1.16K+ 3.74% |
$31.4K - $33.1K
|
32.2K
$873K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.52K+ 27.2% |
$176K - $186K
|
30.5K
$825K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-765K- 96.26% |
$20.7M - $21.8M
|
29.7K
$805K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-1.01K- 96.56% |
$27.3K - $28.9K
|
36
$975
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-85.4K- 84.73% |
$2.31M - $2.44M
|
15.4K
$417K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-385K- 2.69% |
$10.4M - $11M
|
13.9M
$377M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.9K+ 9.82% |
$78.3K - $82.8K
|
32.4K
$878K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-67.8K- 16.62% |
$1.83M - $1.93M
|
340K
$9.21M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
453+ 1.45% |
$12.2K - $12.9K
|
31.7K
$859K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.2K+ 11.15% |
$275K - $291K
|
102K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20.3K- 0.49% |
$548K - $580K
|
4.09M
$111M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5.86KNew |
$158K - $167K
|
5.86K
$159K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-32.7K- 29.36% |
$883K - $933K
|
78.6K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153+ 42.5% |
$4.13K - $4.37K
|
513
$13.9K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
11.4KNew |
$308K - $326K
|
11.4K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-495- 0.52% |
$13.4K - $14.1K
|
94.4K
$2.56M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
331+ 0.41% |
$8.94K - $9.45K
|
81.1K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
14.1K+ 2.88% |
$382K - $404K
|
505K
$13.7M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-5.05K- 17.69% |
$136K - $144K
|
23.5K
$636K
|