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 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.23KNew |
$60.2K - $63.6K
|
2.23K
$60.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
254K+ 2.71% |
$6.85M - $7.24M
|
9.63M
$261M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.52K+ 2.03% |
$230K - $243K
|
429K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-128K- 66.77% |
$3.45M - $3.65M
|
63.6K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
38.3K+ 8.02% |
$1.03M - $1.09M
|
516K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
536+ 6.55% |
$14.5K - $15.3K
|
8.72K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5K- 0.7% |
$135K - $143K
|
707K
$19.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-85- 4.63% |
$2.3K - $2.43K
|
1.75K
$47.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
465+ 3.52% |
$12.6K - $13.3K
|
13.7K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
63+ 1.33% |
$1.7K - $1.8K
|
4.81K
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-537- 3.59% |
$14.5K - $15.3K
|
14.4K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-414- 0.28% |
$11.2K - $11.8K
|
146K
$3.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
5.65K+ 7.86% |
$153K - $161K
|
77.6K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-386K- 17.74% |
$10.4M - $11M
|
1.79M
$48.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.43K+ 3666.67% |
$38.6K - $40.8K
|
1.47K
$39.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
772+ 1.37% |
$20.9K - $22K
|
57.2K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
828+ 41400.0% |
$22.4K - $23.6K
|
830
$22.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
507+ 2.04% |
$13.7K - $14.5K
|
25.3K
$686K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8.96K+ 1.96% |
$242K - $256K
|
465K
$12.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9.08K+ 38.69% |
$245K - $259K
|
32.6K
$882K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
867+ 0.33% |
$23.4K - $24.7K
|
266K
$7.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-465- 0.47% |
$12.6K - $13.3K
|
98K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.73K- 1.72% |
$101K - $106K
|
213K
$5.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6+ 0.52% |
$162 - $171
|
1.16K
$31.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-50.4K- 15.65% |
$1.36M - $1.44M
|
272K
$7.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-703- 2.81% |
$19K - $20.1K
|
24.3K
$658K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.69KNew |
$72.6K - $76.7K
|
2.69K
$72.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150K- 22.82% |
$4.06M - $4.29M
|
509K
$13.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12+ 0.37% |
$324 - $342
|
3.27K
$88.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.87K+ 11.01% |
$132K - $139K
|
49.1K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38.7K+ 2.77% |
$1.05M - $1.11M
|
1.44M
$38.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.36K+ 5.53% |
$226K - $239K
|
160K
$4.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
43K+ 3.76% |
$1.16M - $1.23M
|
1.19M
$32.1M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-5.68K- 9.6% |
$154K - $162K
|
53.6K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-40.2K- 4.76% |
$1.09M - $1.15M
|
805K
$21.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.05K+ 12.65% |
$191K - $201K
|
62.8K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.67K- 6.9% |
$180K - $190K
|
89.9K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
9.07K+ 4.38% |
$245K - $259K
|
216K
$5.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.53K+ 25.7% |
$257K - $272K
|
46.6K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-169- 0.75% |
$4.56K - $4.82K
|
22.5K
$609K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
75+ 0.89% |
$2.03K - $2.14K
|
8.48K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-20.7K- 4.89% |
$558K - $590K
|
401K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.71K- 59.28% |
$100K - $106K
|
2.55K
$69.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.7K+ 97.82% |
$289K - $306K
|
21.7K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
295+ 3.87% |
$7.97K - $8.42K
|
7.91K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-554- 2.77% |
$15K - $15.8K
|
19.5K
$528K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-50.5K- 24.3% |
$1.36M - $1.44M
|
157K
$4.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
11.4K+ 205.62% |
$308K - $326K
|
17K
$459K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.05K+ 12.55% |
$136K - $144K
|
45.3K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28.8K+ 5.92% |
$778K - $823K
|
516K
$14M
|