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 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.82K- 3.49% |
$130K - $138K
|
133K
$3.61M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.88K- 0.67% |
$77.7K - $82.1K
|
427K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.06K+ 6.76% |
$28.7K - $30.3K
|
16.7K
$454K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 0.83% |
$2.65K - $2.8K
|
11.9K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.18K- 68.75% |
$58.8K - $62.2K
|
990
$26.8K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
5.41K+ 47.73% |
$146K - $154K
|
16.7K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.07K- 1.71% |
$55.8K - $59K
|
118K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
172K+ 118.14% |
$4.64M - $4.9M
|
317K
$8.59M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
21.7K+ 7.78% |
$585K - $618K
|
300K
$8.13M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42.7K- 12.33% |
$1.15M - $1.22M
|
304K
$8.22M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
66K+ 7.14% |
$1.78M - $1.88M
|
990K
$26.8M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.51K+ 538.56% |
$94.7K - $100K
|
4.16K
$113K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
138+ 0.52% |
$3.73K - $3.94K
|
26.5K
$717K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-29.2K- 7.9% |
$789K - $834K
|
340K
$9.22M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-195- 1.64% |
$5.27K - $5.57K
|
11.7K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
757K+ 15.47% |
$20.4M - $21.6M
|
5.65M
$153M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.2K+ 34.94% |
$86.3K - $91.2K
|
12.3K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2.51K- 30.23% |
$67.8K - $71.6K
|
5.79K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
8.07K+ 37.08% |
$218K - $230K
|
29.8K
$809K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
107KNew |
$2.89M - $3.05M
|
107K
$2.9M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.77K- 6.27% |
$102K - $108K
|
56.4K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.19K+ 0.68% |
$32.2K - $34.1K
|
176K
$4.77M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.39K+ 3.69% |
$91.6K - $96.8K
|
95.4K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.2K+ 4.82% |
$86.3K - $91.2K
|
69.5K
$1.88M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.51K+ 13.26% |
$67.8K - $71.7K
|
21.4K
$581K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
15K+ 12.9% |
$406K - $429K
|
131K
$3.56M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.42KNew |
$38.4K - $40.6K
|
1.42K
$38.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
335+ 1.57% |
$9.05K - $9.56K
|
21.6K
$586K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
60.6K+ 4.68% |
$1.64M - $1.73M
|
1.36M
$36.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.7K- 2.72% |
$667K - $705K
|
883K
$23.9M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.38K- 4.3% |
$253K - $268K
|
209K
$5.66M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15KNew |
$404K - $427K
|
15K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
35+ 0.25% |
$945 - $999
|
14K
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 1.17% |
$76.4K - $80.7K
|
245K
$6.64M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-576- 0.43% |
$15.6K - $16.4K
|
134K
$3.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-697- 3.98% |
$18.8K - $19.9K
|
16.8K
$456K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.08K+ 4.6% |
$56.2K - $59.4K
|
47.3K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41K+ 25.31% |
$1.11M - $1.17M
|
203K
$5.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-39.4K- 3.73% |
$1.06M - $1.12M
|
1.02M
$27.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.06K- 1.38% |
$28.7K - $30.3K
|
75.7K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-61.2K- 50.99% |
$1.65M - $1.75M
|
58.9K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
249K+ 369.87% |
$6.74M - $7.12M
|
317K
$8.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
306K+ 34.67% |
$8.25M - $8.72M
|
1.19M
$32.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.65K+ 5.77% |
$125K - $133K
|
85.2K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-411- 2.1% |
$11.1K - $11.7K
|
19.2K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.35K+ 1.67% |
$90.5K - $95.6K
|
204K
$5.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-503- 4.08% |
$13.6K - $14.4K
|
11.8K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21.1K+ 29.68% |
$569K - $601K
|
92K
$2.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.12K+ 0.61% |
$57.2K - $60.4K
|
348K
$9.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
505+ 57.65% |
$13.6K - $14.4K
|
1.38K
$37.4K
|