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 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
566+ 33.33% |
$13.8K - $15.8K
|
2.26K
$62.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15.1K+ 4.43% |
$367K - $420K
|
356K
$9.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
51.9K+ 3.07% |
$1.26M - $1.45M
|
1.74M
$47.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-46.7K- 1.69% |
$1.14M - $1.3M
|
2.72M
$74.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-617K- 34.53% |
$15M - $17.2M
|
1.17M
$32.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
17.5KNew |
$426K - $488K
|
17.5K
$481K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.12K+ 56.69% |
$51.4K - $58.9K
|
5.85K
$161K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.83K+ 1.81% |
$166K - $190K
|
383K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-475- 0.18% |
$11.6K - $13.2K
|
266K
$7.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.5K+ 15.11% |
$255K - $292K
|
79.8K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13.6K+ 29.21% |
$331K - $379K
|
60.2K
$1.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.09K+ 0.96% |
$26.5K - $30.4K
|
115K
$3.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
138+ 0.95% |
$3.36K - $3.85K
|
14.7K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-15.4K- 1.66% |
$374K - $428K
|
909K
$25M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-25.8K- 16.1% |
$627K - $719K
|
134K
$3.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
130+ 0.18% |
$3.16K - $3.62K
|
73.5K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-554K- 79.46% |
$13.5M - $15.4M
|
143K
$3.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-143K- 74.18% |
$3.49M - $4M
|
49.9K
$1.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-14.8K- 2.18% |
$361K - $413K
|
666K
$18.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
189K+ 5.3% |
$4.61M - $5.28M
|
3.76M
$103M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
123+ 0.4% |
$2.99K - $3.43K
|
30.6K
$840K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-1.05K- 1.82% |
$25.6K - $29.3K
|
56.9K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
23K+ 24.17% |
$559K - $641K
|
118K
$3.25M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.79K+ 7.62% |
$43.6K - $49.9K
|
25.3K
$695K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
83+ 0.2% |
$2.02K - $2.31K
|
42.5K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
570+ 7.92% |
$13.9K - $15.9K
|
7.77K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-315- 1.01% |
$7.66K - $8.78K
|
30.9K
$849K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-183- 0.63% |
$4.45K - $5.1K
|
29K
$798K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
949+ 10.21% |
$23.1K - $26.4K
|
10.2K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.85K+ 8.03% |
$44.9K - $51.4K
|
24.8K
$682K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
30.3K+ 3.51% |
$737K - $845K
|
895K
$24.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-4.19K- 25.53% |
$102K - $117K
|
12.2K
$336K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
3.62K+ 613.2% |
$88.1K - $101K
|
4.22K
$116K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-7.7K- 5.81% |
$187K - $215K
|
125K
$3.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-4.23K- 14.19% |
$103K - $118K
|
25.6K
$703K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10.4K- 28.64% |
$254K - $291K
|
26K
$715K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
100+ 1.26% |
$2.43K - $2.79K
|
8.04K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
77.8K+ 17.63% |
$1.89M - $2.17M
|
519K
$14.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.65K- 2.49% |
$137K - $158K
|
221K
$6.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
24.8K+ 2.82% |
$603K - $691K
|
903K
$24.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8+ 0.02% |
$195 - $223
|
44.3K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.02K- 21.16% |
$146K - $168K
|
22.4K
$617K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
132+ 0.18% |
$3.21K - $3.68K
|
71.6K
$1.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-504- 4.42% |
$12.3K - $14K
|
10.9K
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.51K- 16.01% |
$36.7K - $42.1K
|
7.91K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.1K+ 2.65% |
$75.3K - $86.3K
|
120K
$3.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.52K- 11.62% |
$61.3K - $70.2K
|
19.2K
$526K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.63K- 1.17% |
$39.7K - $45.5K
|
138K
$3.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-948- 6.7% |
$23.1K - $26.4K
|
13.2K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.62K- 1.9% |
$39.4K - $45.2K
|
83.9K
$2.3M
|