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 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.95K+ 19.93% |
$52.6K - $55.6K
|
11.7K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
90K+ 38.3% |
$2.43M - $2.57M
|
325K
$8.8M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9.31K- 1.66% |
$251K - $266K
|
551K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.96K- 0.47% |
$52.8K - $55.8K
|
414K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.41K+ 11.38% |
$38.1K - $40.2K
|
13.8K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.51MNew |
$40.7M - $43M
|
1.51M
$40.9M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21K- 1.92% |
$566K - $598K
|
1.07M
$29M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.33K+ 1.27% |
$63K - $66.6K
|
186K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
21.2K+ 6.49% |
$573K - $606K
|
348K
$9.44M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-960- 0.36% |
$25.9K - $27.4K
|
268K
$7.27M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.4K+ 0.74% |
$388K - $410K
|
1.96M
$53.1M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-17.2K- 3.55% |
$465K - $491K
|
467K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-4.15K- 11.82% |
$112K - $118K
|
30.9K
$838K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.88K- 0.49% |
$50.7K - $53.6K
|
377K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4.32K+ 9.72% |
$117K - $123K
|
48.8K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
585+ 0.52% |
$15.8K - $16.7K
|
113K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
19.7KNew |
$533K - $564K
|
19.7K
$535K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
158+ 2.05% |
$4.27K - $4.51K
|
7.87K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
6.18K+ 19.26% |
$167K - $176K
|
38.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
128K+ 89.79% |
$3.46M - $3.65M
|
271K
$7.33M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.6K+ 3.35% |
$502K - $531K
|
574K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.46K- 1.72% |
$66.5K - $70.3K
|
141K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.59K+ 3.49% |
$43K - $45.5K
|
47.3K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.53K+ 3.1% |
$230K - $244K
|
284K
$7.69M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-7.02K- 1.38% |
$190K - $200K
|
500K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.92K+ 1.66% |
$187K - $197K
|
424K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-72- 0.05% |
$1.94K - $2.05K
|
137K
$3.71M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
194K+ 7.22% |
$5.24M - $5.54M
|
2.88M
$78.1M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
89+ 0.9% |
$2.4K - $2.54K
|
9.99K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.71K- 5.41% |
$73.3K - $77.5K
|
47.5K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
106K+ 44.1% |
$2.87M - $3.03M
|
347K
$9.39M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
1.49K+ 17.4% |
$40.2K - $42.5K
|
10K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
17.4K+ 21.56% |
$471K - $497K
|
98.3K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.01K+ 8.16% |
$27.2K - $28.7K
|
13.3K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-568K- 26.59% |
$15.3M - $16.2M
|
1.57M
$42.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.8K+ 4.72% |
$75.5K - $79.8K
|
62K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.56K+ 4.29% |
$96.2K - $102K
|
86.6K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
7.73KNew |
$209K - $221K
|
7.73K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-289K- 84.89% |
$7.81M - $8.25M
|
51.5K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64M+ 6.3% |
$44.2M - $46.7M
|
27.6M
$749M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
750K+ 12.36% |
$20.3M - $21.4M
|
6.82M
$185M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.75K+ 5.39% |
$155K - $164K
|
112K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-802K- 45.84% |
$21.7M - $22.9M
|
948K
$25.7M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-40.1K- 24.59% |
$1.08M - $1.14M
|
123K
$3.33M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.42K+ 1.42% |
$38.4K - $40.6K
|
101K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-96.5K- 21.81% |
$2.61M - $2.75M
|
346K
$9.37M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 2.23% |
$89.5K - $94.6K
|
152K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
71.5K+ 5.91% |
$1.93M - $2.04M
|
1.28M
$34.7M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10.9K- 4.24% |
$295K - $312K
|
247K
$6.68M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.1K+ 119.16% |
$382K - $403K
|
26K
$704K
|