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 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
22.6K+ 33.55% |
$611K - $645K
|
90K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
17+ 0.01% |
$459 - $485
|
162K
$4.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.02K+ 0.81% |
$190K - $200K
|
872K
$23.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
63+ 0.83% |
$1.7K - $1.8K
|
7.66K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
3.67K+ 8.55% |
$99K - $105K
|
46.6K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
88+ 0.47% |
$2.38K - $2.51K
|
18.9K
$513K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3.54K+ 1874.07% |
$95.7K - $101K
|
3.73K
$101K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.14K+ 0.38% |
$112K - $118K
|
1.1M
$29.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-21.9K- 17.49% |
$591K - $625K
|
103K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
169KNew |
$4.55M - $4.81M
|
169K
$4.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
187+ 1.19% |
$5.05K - $5.34K
|
15.9K
$431K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-739- 1.25% |
$20K - $21.1K
|
58.2K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-226K- 7.67% |
$6.11M - $6.45M
|
2.72M
$73.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
3.3K+ 16.46% |
$89.2K - $94.2K
|
23.4K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-250- 1.02% |
$6.75K - $7.14K
|
24.4K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
764+ 0.96% |
$20.6K - $21.8K
|
80.5K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
33KNew |
$892K - $943K
|
33K
$895K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-339- 1.17% |
$9.16K - $9.68K
|
28.7K
$776K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.79K- 22.44% |
$75.4K - $79.7K
|
9.65K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
367+ 2.71% |
$9.91K - $10.5K
|
13.9K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
542New |
$14.6K - $15.5K
|
542
$14.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
29New |
$783 - $828
|
29
$786
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
19.6KNew |
$528K - $558K
|
19.6K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-33.9K- 9.04% |
$916K - $968K
|
341K
$9.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
587KNew |
$15.8M - $16.7M
|
587K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-223- 0.13% |
$6.02K - $6.36K
|
166K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-2.27K- 7.58% |
$61.3K - $64.8K
|
27.7K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.93K+ 8.0% |
$52.2K - $55.2K
|
26.1K
$707K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.41KNew |
$254K - $268K
|
9.41K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-204- 7.28% |
$5.51K - $5.82K
|
2.6K
$70.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.06K- 0.53% |
$110K - $116K
|
755K
$20.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-332K- 4.67% |
$8.96M - $9.46M
|
6.77M
$183M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.54K+ 11.05% |
$95.6K - $101K
|
35.6K
$964K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 1.29% |
$50.4K - $53.2K
|
142K
$3.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
172+ 0.48% |
$4.65K - $4.91K
|
35.7K
$967K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.15K- 4.77% |
$31.1K - $32.9K
|
23K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.1K- 5.68% |
$29.6K - $31.3K
|
18.2K
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.02% |
$81 - $85.6
|
15.3K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.1K+ 7.62% |
$407K - $430K
|
213K
$5.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 44.06% |
$55.3K - $58.4K
|
6.69K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-320- 0.79% |
$8.64K - $9.13K
|
40.4K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-773- 2.0% |
$20.9K - $22.1K
|
37.9K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
360+ 1.37% |
$9.72K - $10.3K
|
26.6K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
18.1K+ 7.18% |
$489K - $516K
|
270K
$7.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.14K- 16.78% |
$57.7K - $60.9K
|
10.6K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
51.3K+ 6.4% |
$1.39M - $1.46M
|
853K
$23.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
42K+ 7.0% |
$1.13M - $1.2M
|
642K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
51.3K+ 67.03% |
$1.39M - $1.47M
|
128K
$3.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$108 - $114
|
30.4K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.92K+ 16.69% |
$51.8K - $54.7K
|
13.4K
$363K
|