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 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
14.1K+ 2.05% |
$343K - $393K
|
703K
$19.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
46.2K+ 30.31% |
$1.12M - $1.29M
|
199K
$5.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-701- 4.59% |
$17K - $19.5K
|
14.6K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
176+ 0.16% |
$4.28K - $4.91K
|
109K
$3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.51K- 11.07% |
$110K - $126K
|
36.2K
$996K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.52K+ 9.86% |
$85.5K - $98K
|
39.2K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-559- 4.6% |
$13.6K - $15.6K
|
11.6K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.46K- 9.26% |
$59.8K - $68.5K
|
24.1K
$662K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.72K- 8.99% |
$41.9K - $48K
|
17.4K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
269+ 3.51% |
$6.54K - $7.5K
|
7.94K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.18K+ 8.81% |
$102K - $117K
|
51.7K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.2K+ 5.87% |
$395K - $452K
|
293K
$8.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-21.9K- 72.25% |
$532K - $610K
|
8.41K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2New |
$48.6 - $55.7
|
2
$55
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.12K- 1.14% |
$27.2K - $31.1K
|
97.2K
$2.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.84K+ 76.59% |
$142K - $163K
|
13.5K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-156K- 30.35% |
$3.78M - $4.34M
|
357K
$9.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.43K- 18.67% |
$34.7K - $39.8K
|
6.22K
$171K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.94% |
$170 - $195
|
755
$20.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
170+ 0.98% |
$4.13K - $4.74K
|
17.5K
$480K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
13.6K+ 10.78% |
$331K - $380K
|
140K
$3.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.86K+ 28.49% |
$69.5K - $79.7K
|
12.9K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
319K+ 56.55% |
$7.76M - $8.89M
|
883K
$24.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
44.5K+ 10.27% |
$1.08M - $1.24M
|
478K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-5.47K- 5.82% |
$133K - $153K
|
88.5K
$2.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64+ 0.65% |
$1.56K - $1.78K
|
9.86K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
11+ 0.03% |
$268 - $307
|
31.5K
$865K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
10.6K+ 1.95% |
$257K - $295K
|
552K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.49K- 4.89% |
$231K - $265K
|
185K
$5.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.7K- 4.31% |
$163K - $187K
|
149K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
119K+ 31.21% |
$2.88M - $3.3M
|
498K
$13.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.01% |
$48.6 - $55.7
|
14.5K
$398K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.07K- 3.19% |
$99K - $113K
|
124K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16.5K- 1.28% |
$401K - $459K
|
1.27M
$35M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-84.1K- 5.52% |
$2.05M - $2.34M
|
1.44M
$39.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-859- 1.25% |
$20.9K - $23.9K
|
67.9K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26K+ 2.33% |
$632K - $724K
|
1.14M
$31.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
167KNew |
$4.05M - $4.64M
|
167K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
5.04K+ 1.21% |
$123K - $140K
|
421K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-380- 12.73% |
$9.24K - $10.6K
|
2.6K
$71.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-900- 9.34% |
$21.9K - $25.1K
|
8.74K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
749+ 10.42% |
$18.2K - $20.9K
|
7.94K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-464- 1.77% |
$11.3K - $12.9K
|
25.7K
$707K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.06K- 8.01% |
$74.3K - $85.2K
|
35.1K
$964K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
5.98K+ 4.72% |
$145K - $167K
|
133K
$3.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
17.9K+ 6.29% |
$436K - $500K
|
303K
$8.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
13.1K+ 4.62% |
$317K - $364K
|
296K
$8.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
127KNew |
$3.1M - $3.55M
|
127K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
39.5K+ 6.66% |
$961K - $1.1M
|
633K
$17.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.17K- 5.53% |
$126K - $144K
|
88.3K
$2.43M
|