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 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-8.15K- 3.78% |
$198K - $227K
|
207K
$5.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.01% |
$219 - $251
|
60.7K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
122KNew |
$2.97M - $3.41M
|
122K
$3.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.13K- 7.93% |
$27.5K - $31.5K
|
13.1K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.02K+ 24.19% |
$73.3K - $84K
|
15.5K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.57K+ 34.35% |
$111K - $127K
|
17.9K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 23.6% |
$322K - $369K
|
42.8K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6+ 0.04% |
$146 - $167
|
15.1K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
151K+ 17.63% |
$3.66M - $4.19M
|
1M
$27.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-312- 2.25% |
$7.59K - $8.7K
|
13.5K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-2.44K- 13.96% |
$59.4K - $68.1K
|
15.1K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.86K+ 5.1% |
$215K - $247K
|
183K
$5.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
825+ 0.31% |
$20.1K - $23K
|
270K
$7.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.01K+ 21.18% |
$122K - $140K
|
28.6K
$787K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10K- 5.28% |
$244K - $280K
|
180K
$4.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
560+ 6.4% |
$13.6K - $15.6K
|
9.32K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.39K+ 9.16% |
$33.8K - $38.7K
|
16.6K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.86K+ 0.51% |
$45.1K - $51.7K
|
364K
$10M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
21K+ 3.04% |
$511K - $585K
|
711K
$19.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
112K+ 306.07% |
$2.71M - $3.11M
|
148K
$4.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
862KNew |
$21M - $24M
|
862K
$23.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.49K+ 5.38% |
$84.8K - $97.2K
|
68.3K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.6K- 0.23% |
$38.8K - $44.5K
|
695K
$19.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11.7K- 63.73% |
$285K - $326K
|
6.66K
$183K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-160K- 28.89% |
$3.89M - $4.46M
|
393K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.35K- 3.25% |
$57.2K - $65.6K
|
69.9K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-564- 1.58% |
$13.7K - $15.7K
|
35K
$962K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.58K+ 2.65% |
$160K - $183K
|
255K
$7M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
150+ 15.87% |
$3.65K - $4.18K
|
1.1K
$30.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-35.2K- 6.8% |
$857K - $982K
|
483K
$13.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99.4K+ 11.2% |
$2.42M - $2.77M
|
987K
$27.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
506+ 4.63% |
$12.3K - $14.1K
|
11.4K
$314K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
332+ 4.33% |
$8.07K - $9.25K
|
8K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.32K+ 12.46% |
$80.6K - $92.4K
|
29.9K
$822K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.52K+ 31.73% |
$158K - $182K
|
27.1K
$743K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.85K- 21.23% |
$44.9K - $51.5K
|
6.85K
$188K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
645+ 1573.17% |
$15.7K - $18K
|
686
$18.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-468- 1.27% |
$11.4K - $13K
|
36.4K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.2% |
$170 - $195
|
3.55K
$97.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-968- 9.26% |
$23.5K - $27K
|
9.49K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.83K- 23.83% |
$142K - $163K
|
18.6K
$512K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
437+ 2.88% |
$10.6K - $12.2K
|
15.6K
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.82K+ 24.9% |
$239K - $274K
|
49.3K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.85K+ 4.5% |
$44.9K - $51.4K
|
42.9K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-5.13K- 2.46% |
$125K - $143K
|
203K
$5.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
49.3K+ 41.0% |
$1.2M - $1.37M
|
169K
$4.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
70.1K+ 6.21% |
$1.7M - $1.95M
|
1.2M
$32.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
375+ 1.51% |
$9.12K - $10.5K
|
25.2K
$691K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-213K- 14.34% |
$5.17M - $5.93M
|
1.27M
$34.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 2.53% |
$25K - $28.7K
|
39.7K
$1.09M
|