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 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.84K- 1.5% |
$142K - $163K
|
385K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
45.5K+ 5.0% |
$1.11M - $1.27M
|
956K
$26.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.38K+ 64.08% |
$179K - $206K
|
18.9K
$519K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-216K- 6.09% |
$5.24M - $6.01M
|
3.32M
$91.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.15K+ 4.62% |
$223K - $255K
|
207K
$5.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-312- 2.02% |
$7.59K - $8.7K
|
15.1K
$416K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.35K+ 1.03% |
$106K - $121K
|
425K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
79+ 0.34% |
$1.92K - $2.2K
|
23.4K
$642K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 1.34% |
$40.3K - $46.2K
|
126K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.31K+ 1.99% |
$56.2K - $64.4K
|
118K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.81K- 9.35% |
$68.2K - $78.2K
|
27.2K
$748K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.68K+ 0.74% |
$40.8K - $46.7K
|
229K
$6.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.25K+ 19.96% |
$201K - $230K
|
49.6K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
9.77K+ 9.17% |
$238K - $272K
|
116K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
46.9KNew |
$1.14M - $1.31M
|
46.9K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
29.4K+ 12.2% |
$714K - $819K
|
270K
$7.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
11.3K+ 4.61% |
$275K - $315K
|
257K
$7.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-142K- 18.44% |
$3.45M - $3.96M
|
628K
$17.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
2.55K+ 28.3% |
$62K - $71K
|
11.6K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11K+ 342.92% |
$267K - $306K
|
14.2K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.17K- 8.7% |
$101K - $116K
|
43.8K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
4K+ 1.4% |
$97.3K - $112K
|
291K
$7.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-141K- 4.49% |
$3.42M - $3.92M
|
2.99M
$82.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.89K+ 20.09% |
$45.9K - $52.6K
|
11.3K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-414- 4.5% |
$10.1K - $11.5K
|
8.79K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.71M- 84.67% |
$41.6M - $47.7M
|
310K
$8.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-771- 3.16% |
$18.8K - $21.5K
|
23.6K
$650K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.24K+ 2.28% |
$78.8K - $90.4K
|
145K
$4M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.7K+ 7.42% |
$65.6K - $75.1K
|
39K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
10.5KNew |
$255K - $293K
|
10.5K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
32.6K+ 11.75% |
$792K - $908K
|
310K
$8.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.58K+ 2.71% |
$160K - $183K
|
250K
$6.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-9.62K- 12.56% |
$234K - $268K
|
67K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
907+ 241.87% |
$22.1K - $25.3K
|
1.28K
$35.2K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.47K+ 17.15% |
$230K - $264K
|
64.7K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
693+ 0.73% |
$16.9K - $19.3K
|
96.2K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
733+ 4.46% |
$17.8K - $20.4K
|
17.2K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
212K+ 37.62% |
$5.15M - $5.9M
|
775K
$21.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
171+ 0.37% |
$4.16K - $4.77K
|
46.9K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.41K- 2.4% |
$156K - $179K
|
260K
$7.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
5.13K+ 3.41% |
$125K - $143K
|
156K
$4.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-25.4K- 13.5% |
$619K - $709K
|
163K
$4.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.35K+ 4.91% |
$154K - $177K
|
136K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.27% |
$1.22K - $1.39K
|
18.3K
$503K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.23K+ 2.38% |
$54.3K - $62.2K
|
96.1K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.45K- 5.06% |
$181K - $208K
|
140K
$3.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1K- 11.3% |
$24.3K - $27.9K
|
7.85K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.06K- 6.62% |
$123K - $141K
|
71.4K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
9KNew |
$219K - $251K
|
9K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-138K- 13.29% |
$3.36M - $3.85M
|
902K
$24.8M
|