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 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-67.4K- 14.48% |
$1.64M - $1.88M
|
398K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-34.1K- 23.17% |
$829K - $951K
|
113K
$3.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-2.24K- 16.2% |
$54.4K - $62.3K
|
11.6K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
58.9K+ 292.74% |
$1.43M - $1.64M
|
79K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 0.21% |
$1.22K - $1.39K
|
24.3K
$668K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.12MNew |
$27.4M - $31.3M
|
1.12M
$30.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-16.3K- 1.72% |
$395K - $453K
|
926K
$25.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
9.6KNew |
$233K - $268K
|
9.6K
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.72K+ 6.21% |
$139K - $159K
|
97.7K
$2.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-16.5K- 5.09% |
$400K - $459K
|
307K
$8.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
21.2K+ 2.84% |
$515K - $590K
|
768K
$21.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
16+ 0.06% |
$389 - $446
|
27.7K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
507+ 12.2% |
$12.3K - $14.1K
|
4.66K
$128K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.89K+ 25.93% |
$70.2K - $80.4K
|
14K
$385K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
195K+ 53.84% |
$4.74M - $5.43M
|
557K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
39.6K+ 410.62% |
$964K - $1.1M
|
49.3K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
212+ 0.98% |
$5.16K - $5.91K
|
21.8K
$598K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.94K- 15.78% |
$47.3K - $54.2K
|
10.4K
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.4K+ 1.51% |
$351K - $402K
|
969K
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
319K+ 37.4% |
$7.76M - $8.89M
|
1.17M
$32.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.04K+ 27.86% |
$147K - $168K
|
27.7K
$761K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
188+ 17.44% |
$4.57K - $5.24K
|
1.27K
$34.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
105+ 0.51% |
$2.55K - $2.93K
|
20.9K
$574K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-4.14K- 1.32% |
$101K - $115K
|
310K
$8.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-158K- 62.5% |
$3.84M - $4.4M
|
94.8K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3+ 0.03% |
$73 - $83.6
|
8.76K
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
34.7K+ 9.97% |
$845K - $968K
|
383K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
77+ 0.33% |
$1.87K - $2.15K
|
23.2K
$637K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.29K+ 4.91% |
$80K - $91.6K
|
70.3K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
152+ 0.57% |
$3.7K - $4.24K
|
26.6K
$732K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2.71K+ 17.43% |
$65.9K - $75.6K
|
18.3K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-480- 1.24% |
$11.7K - $13.4K
|
38.1K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 1.11% |
$146 - $167
|
548
$15.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
13+ 0.89% |
$316 - $362
|
1.48K
$40.7K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-993- 14.95% |
$24.1K - $27.7K
|
5.65K
$155K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
426K+ 15.81% |
$10.4M - $11.9M
|
3.12M
$85.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.75K- 17.16% |
$42.6K - $48.9K
|
8.46K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
716+ 1.61% |
$17.4K - $20K
|
45.2K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-10.9K- 8.58% |
$264K - $303K
|
116K
$3.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-11.4K- 56.24% |
$276K - $317K
|
8.84K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
27.2K+ 2.75% |
$662K - $758K
|
1.02M
$27.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.64K- 1.67% |
$88.5K - $101K
|
214K
$5.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.64K+ 17.75% |
$64.1K - $73.4K
|
17.5K
$480K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
29.4K+ 62.12% |
$716K - $821K
|
76.9K
$2.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-466- 3.14% |
$11.3K - $13K
|
14.4K
$395K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
513+ 1.14% |
$12.5K - $14.3K
|
45.4K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.49KNew |
$36.1K - $41.4K
|
1.49K
$40.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-727- 1.37% |
$17.7K - $20.3K
|
52.2K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-15.3K- 5.12% |
$372K - $427K
|
284K
$7.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
77.2K+ 7.66% |
$1.88M - $2.15M
|
1.08M
$29.8M
|