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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
5.88K+ 17.95% |
$159K - $168K
|
38.6K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
46+ 0.15% |
$1.24K - $1.31K
|
31K
$841K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-437- 1.48% |
$11.8K - $12.5K
|
29.1K
$789K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-45.2K- 6.49% |
$1.22M - $1.29M
|
651K
$17.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.61K- 2.05% |
$124K - $132K
|
220K
$5.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-50.7K- 70.96% |
$1.37M - $1.45M
|
20.7K
$562K
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
1.02K+ 4.81% |
$27.6K - $29.2K
|
22.3K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.75K- 1.64% |
$236K - $250K
|
524K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
10.8KNew |
$292K - $309K
|
10.8K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
171+ 1.78% |
$4.62K - $4.88K
|
9.8K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-801- 0.73% |
$21.6K - $22.9K
|
109K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39.9K+ 1.9% |
$1.08M - $1.14M
|
2.14M
$58M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9.18K- 22.57% |
$248K - $262K
|
31.5K
$853K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-7.53K- 8.85% |
$203K - $215K
|
77.5K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.4K+ 4220.13% |
$362K - $383K
|
13.7K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-58- 0.16% |
$1.57K - $1.66K
|
35.2K
$953K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.8K- 0.26% |
$400K - $422K
|
5.62M
$152M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
624+ 1.98% |
$16.9K - $17.8K
|
32.1K
$871K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-11.5K- 1.64% |
$310K - $327K
|
689K
$18.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
10.5K+ 3.36% |
$283K - $299K
|
323K
$8.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
708+ 9.28% |
$19.1K - $20.2K
|
8.34K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
18.7KNew |
$505K - $534K
|
18.7K
$507K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
400+ 3.2% |
$10.8K - $11.4K
|
12.9K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-15- 0.13% |
$405 - $428
|
11.3K
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.47K- 1.06% |
$66.6K - $70.4K
|
231K
$6.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.95K- 3.36% |
$215K - $227K
|
229K
$6.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
225+ 2.05% |
$6.08K - $6.42K
|
11.2K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
259K+ 138.41% |
$7M - $7.4M
|
446K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
6.18K+ 1.86% |
$167K - $176K
|
339K
$9.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
669K+ 140.97% |
$18.1M - $19.1M
|
1.14M
$31M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.43K- 14.0% |
$38.6K - $40.8K
|
8.78K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.39K- 1.18% |
$37.5K - $39.7K
|
116K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-93.5K- 11.33% |
$2.52M - $2.67M
|
731K
$19.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
70+ 0.52% |
$1.89K - $2K
|
13.6K
$369K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-362- 0.07% |
$9.78K - $10.3K
|
483K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.74KNew |
$263K - $278K
|
9.74K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12K+ 5.31% |
$325K - $344K
|
239K
$6.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.64KNew |
$71.2K - $75.2K
|
2.64K
$71.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
1.84K+ 0.11% |
$49.8K - $52.6K
|
1.69M
$45.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-229- 0.47% |
$6.19K - $6.54K
|
48.3K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1K- 4.72% |
$27K - $28.6K
|
20.2K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-103- 0.3% |
$2.78K - $2.94K
|
34.6K
$938K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 0.9% |
$594 - $628
|
2.46K
$66.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80New |
$2.16K - $2.28K
|
80
$2.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
19K+ 1699.11% |
$513K - $542K
|
20.1K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-1.07K- 8.81% |
$29K - $30.6K
|
11.1K
$301K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 2.86% |
$1.59K - $1.68K
|
2.12K
$57.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49M- 7.61% |
$40.4M - $42.6M
|
18.1M
$491M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-766- 2.38% |
$20.7K - $21.9K
|
31.4K
$851K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
6.45K+ 1.36% |
$174K - $184K
|
479K
$13M
|