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 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.3K+ 5.11% |
$655K - $692K
|
499K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-67- 0.52% |
$1.81K - $1.91K
|
12.9K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.34KNew |
$36.2K - $38.3K
|
1.34K
$36.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
15.5K+ 3.29% |
$420K - $444K
|
488K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-20.9K- 3.59% |
$565K - $597K
|
562K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.44K- 8.89% |
$92.9K - $98.2K
|
35.2K
$955K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.65K- 3.88% |
$44.5K - $47K
|
40.7K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
488+ 4.94% |
$13.2K - $13.9K
|
10.4K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
328+ 2.34% |
$8.86K - $9.36K
|
14.3K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.04K- 9.02% |
$55.1K - $58.3K
|
20.6K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
16.6K+ 10.35% |
$449K - $475K
|
177K
$4.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-6.54K- 2.49% |
$177K - $187K
|
256K
$6.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
119K+ 10.24% |
$3.21M - $3.39M
|
1.28M
$34.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7.66K- 1.51% |
$207K - $219K
|
500K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
26.2K+ 101.66% |
$708K - $748K
|
52K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-1.07M- 27.03% |
$28.9M - $30.5M
|
2.89M
$78.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
167K+ 66.92% |
$4.51M - $4.76M
|
416K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.2K+ 894.69% |
$355K - $375K
|
14.6K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-28.6K- 0.75% |
$772K - $816K
|
3.8M
$103M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
34.8K+ 10.63% |
$939K - $992K
|
362K
$9.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.4KNew |
$119K - $125K
|
4.4K
$119K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
443KNew |
$12M - $12.7M
|
443K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
153New |
$4.13K - $4.37K
|
153
$4.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.95K+ 29.46% |
$79.6K - $84.1K
|
13K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 0.32% |
$2.03K - $2.14K
|
23.4K
$635K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-50.6K- 8.57% |
$1.37M - $1.45M
|
540K
$14.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.2K- 2.62% |
$32.4K - $34.3K
|
44.6K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-4.04K- 0.26% |
$109K - $115K
|
1.58M
$42.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.88K- 26.0% |
$105K - $111K
|
11.1K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$81K - $85.6K
|
3K
$81.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
13.7K+ 3.85% |
$370K - $391K
|
370K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.2K- 6.89% |
$383K - $405K
|
192K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
160+ 0.2% |
$4.32K - $4.57K
|
78.8K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-2.04K- 2.09% |
$55K - $58.1K
|
95.3K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
135+ 0.48% |
$3.65K - $3.85K
|
28K
$758K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.76K+ 11.39% |
$101K - $107K
|
36.7K
$995K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.12K+ 2.82% |
$84.4K - $89.2K
|
114K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
17.1K+ 27.51% |
$462K - $488K
|
79.2K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.03K+ 2.54% |
$136K - $144K
|
203K
$5.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.42K+ 17.88% |
$38.3K - $40.5K
|
9.35K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.43K+ 32.57% |
$92.7K - $97.9K
|
14K
$378K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-175K- 90.95% |
$4.72M - $4.99M
|
17.4K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.38K+ 1.74% |
$118K - $125K
|
256K
$6.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.05K+ 0.84% |
$82.3K - $87K
|
364K
$9.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
313+ 2.11% |
$8.45K - $8.93K
|
15.1K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.66M- 47.58% |
$44.8M - $47.4M
|
1.83M
$49.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.7KNew |
$371K - $392K
|
13.7K
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
4+ 0.03% |
$108 - $114
|
14.4K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-250- 0.76% |
$6.75K - $7.14K
|
32.7K
$886K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.2K- 3.04% |
$463K - $490K
|
548K
$14.8M
|