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 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-8.38K- 5.18% |
$226K - $239K
|
153K
$4.15M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
183KNew |
$4.93M - $5.21M
|
183K
$4.95M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-643- 1.34% |
$17.4K - $18.4K
|
47.2K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.41K- 7.71% |
$38.1K - $40.2K
|
16.9K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
250+ 0.45% |
$6.75K - $7.14K
|
55.7K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.26K+ 21.47% |
$34.1K - $36K
|
7.13K
$193K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.03K- 5.23% |
$54.9K - $58K
|
36.8K
$997K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-7.56K- 4.04% |
$204K - $216K
|
179K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-42.5K- 18.98% |
$1.15M - $1.21M
|
181K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
32.5K+ 69.31% |
$877K - $926K
|
79.3K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
93.7K+ 5.61% |
$2.53M - $2.67M
|
1.76M
$47.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-57.8K- 25.22% |
$1.56M - $1.65M
|
172K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-13.8K- 8.63% |
$372K - $394K
|
146K
$3.95M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-654- 0.36% |
$17.7K - $18.7K
|
183K
$4.95M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-12.3K- 49.2% |
$331K - $350K
|
12.7K
$343K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.6K- 5.22% |
$151K - $160K
|
102K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
128+ 0.86% |
$3.46K - $3.65K
|
15K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
3.14K+ 3.67% |
$84.9K - $89.7K
|
88.9K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
5.12K+ 14.05% |
$138K - $146K
|
41.6K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
333+ 0.96% |
$8.99K - $9.5K
|
35.2K
$954K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.82K+ 4.81% |
$130K - $137K
|
105K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 8.72% |
$29.4K - $31.1K
|
13.6K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.75K- 1.14% |
$182K - $193K
|
587K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7.94KNew |
$215K - $227K
|
7.94K
$215K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1.1K+ 7.09% |
$29.8K - $31.5K
|
16.7K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
161K+ 2.8% |
$4.36M - $4.61M
|
5.92M
$160M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
336New |
$9.08K - $9.59K
|
336
$9.1K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.54K+ 0.41% |
$41.5K - $43.8K
|
378K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
62.7K+ 125.72% |
$1.69M - $1.79M
|
112K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.5K+ 15.43% |
$933K - $986K
|
258K
$7M
|
|
|
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
|
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
|
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
|