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 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.05KNew |
$220K - $252K
|
9.05K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-19K- 18.76% |
$462K - $530K
|
82.3K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
170+ 0.72% |
$4.13K - $4.74K
|
23.7K
$650K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-80.3K- 20.01% |
$1.95M - $2.24M
|
321K
$8.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-432- 0.93% |
$10.5K - $12K
|
46.2K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21.1K+ 4.11% |
$512K - $587K
|
534K
$14.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-26.3K- 50.55% |
$639K - $732K
|
25.7K
$706K
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
161K+ 10.7% |
$3.92M - $4.5M
|
1.67M
$45.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9.15KNew |
$222K - $255K
|
9.15K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.78KNew |
$189K - $217K
|
7.78K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
44.9K+ 45.65% |
$1.09M - $1.25M
|
143K
$3.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
400+ 1.11% |
$9.73K - $11.1K
|
36.5K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.66K+ 0.24% |
$162K - $186K
|
2.73M
$75M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
80+ 0.96% |
$1.95K - $2.23K
|
8.42K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
187K+ 13.02% |
$4.55M - $5.21M
|
1.62M
$44.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
18.6K+ 20.63% |
$452K - $518K
|
109K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
83+ 0.98% |
$2.02K - $2.31K
|
8.56K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$256K - $293K
|
10.5K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.99K+ 1.89% |
$72.6K - $83.2K
|
161K
$4.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.48K- 2.29% |
$206K - $236K
|
362K
$9.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
799K+ 2690.06% |
$19.4M - $22.3M
|
829K
$22.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-41.5K- 15.06% |
$1.01M - $1.16M
|
234K
$6.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
20.5K+ 7.83% |
$498K - $570K
|
282K
$7.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-390- 0.96% |
$9.48K - $10.9K
|
40.1K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
100K+ 7.38% |
$2.44M - $2.79M
|
1.46M
$40M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-66K- 85.21% |
$1.61M - $1.84M
|
11.5K
$315K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.96KNew |
$194K - $222K
|
7.96K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.26K- 0.59% |
$30.6K - $35.1K
|
212K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-4.02K- 24.84% |
$97.6K - $112K
|
12.1K
$334K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-6.88K- 5.28% |
$167K - $192K
|
123K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
373+ 0.03% |
$9.07K - $10.4K
|
1.22M
$33.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
263K+ 231.31% |
$6.4M - $7.34M
|
377K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.29K- 0.74% |
$31.5K - $36.1K
|
174K
$4.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.3K+ 43.55% |
$250K - $287K
|
33.9K
$931K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 0.76% |
$271K - $310K
|
1.48M
$40.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-471- 4.34% |
$11.5K - $13.1K
|
10.4K
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
243+ 1.77% |
$5.91K - $6.77K
|
14K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$73 - $83.6
|
10.2K
$280K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
98.1K+ 3.35% |
$2.38M - $2.73M
|
3.03M
$83.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.82K- 2.36% |
$141K - $162K
|
241K
$6.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.7K+ 2.73% |
$90K - $103K
|
139K
$3.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
18.9K+ 1.49% |
$459K - $526K
|
1.29M
$35.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-142K- 68.6% |
$3.45M - $3.95M
|
64.9K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.52K+ 3.73% |
$37K - $42.4K
|
42.2K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
16.7K+ 8.51% |
$406K - $465K
|
213K
$5.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.46% |
$365 - $418
|
3.29K
$90.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.15K+ 0.87% |
$52.2K - $59.9K
|
249K
$6.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-24- 82.76% |
$584 - $669
|
5
$137
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.9K+ 18.78% |
$1.12M - $1.28M
|
290K
$7.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
72.1K+ 119.99% |
$1.75M - $2.01M
|
132K
$3.63M
|