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 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.53K+ 1.5% |
$37.3K - $42.8K
|
104K
$2.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28.5K+ 3.64% |
$694K - $795K
|
812K
$22.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
60New |
$1.46K - $1.67K
|
60
$1.65K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.2K- 18.09% |
$247K - $283K
|
46K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.31K+ 3.47% |
$80.5K - $92.2K
|
98.8K
$2.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.7K+ 4.25% |
$65.8K - $75.4K
|
66.3K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-812- 1.03% |
$19.7K - $22.6K
|
78K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.92K+ 4.55% |
$168K - $193K
|
159K
$4.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
2.64K+ 19.71% |
$64.2K - $73.6K
|
16K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18.5K- 63.73% |
$451K - $517K
|
10.5K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-18K- 13.27% |
$437K - $501K
|
118K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
71.8K+ 8.23% |
$1.75M - $2M
|
944K
$25.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.84K- 3.71% |
$69K - $79K
|
73.6K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.75K+ 1.83% |
$42.5K - $48.7K
|
97.2K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-423- 2.24% |
$10.3K - $11.8K
|
18.5K
$508K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 32.84% |
$53.4K - $61.2K
|
4.49K
$123K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-457K- 56.83% |
$11.1M - $12.7M
|
347K
$9.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
23.3KNew |
$566K - $649K
|
23.3K
$640K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
79.5KNew |
$1.93M - $2.22M
|
79.5K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-12.2K- 3.37% |
$297K - $340K
|
350K
$9.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-800- 4.4% |
$19.5K - $22.3K
|
17.4K
$477K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
467+ 57.3% |
$11.4K - $13K
|
1.28K
$35.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-15.9K- 20.52% |
$387K - $444K
|
61.7K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.83K- 3.27% |
$166K - $190K
|
202K
$5.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
74+ 0.68% |
$1.8K - $2.06K
|
10.9K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.93K+ 1.8% |
$46.8K - $53.6K
|
109K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.15K- 5.01% |
$28K - $32.1K
|
21.8K
$600K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
4.9MNew |
$119M - $137M
|
4.9M
$135M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
97+ 0.94% |
$2.36K - $2.7K
|
10.4K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-1.26K- 13.94% |
$30.6K - $35.1K
|
7.77K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-70- 0.39% |
$1.7K - $1.95K
|
17.8K
$490K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.78K- 3.39% |
$116K - $133K
|
136K
$3.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
11+ 0.12% |
$268 - $307
|
8.86K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.43K- 1.12% |
$34.8K - $39.9K
|
126K
$3.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5.88K- 12.19% |
$143K - $164K
|
42.4K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
719+ 5.28% |
$17.5K - $20K
|
14.3K
$394K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.65K+ 11.67% |
$162K - $185K
|
63.6K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-807- 5.01% |
$19.6K - $22.5K
|
15.3K
$420K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
389+ 1.19% |
$9.46K - $10.8K
|
33.1K
$910K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.65K- 2.61% |
$64.4K - $73.8K
|
98.7K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.66K+ 1.25% |
$88.9K - $102K
|
296K
$8.15M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-49- 0.14% |
$1.19K - $1.37K
|
35.5K
$976K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
18.5K+ 1.9% |
$450K - $516K
|
993K
$27.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.25K+ 4.28% |
$30.4K - $34.9K
|
30.5K
$838K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
97+ 0.98% |
$2.36K - $2.7K
|
10K
$275K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.45K+ 0.68% |
$59.5K - $68.2K
|
363K
$9.96M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.9K+ 91.02% |
$94.9K - $109K
|
8.19K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-1.31K- 0.26% |
$31.8K - $36.4K
|
503K
$13.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.63K+ 0.57% |
$39.6K - $45.3K
|
285K
$7.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
383+ 0.34% |
$9.31K - $10.7K
|
113K
$3.11M
|