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 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.8K- 6.7% |
$92.3K - $106K
|
52.9K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-185K- 17.98% |
$4.51M - $5.16M
|
846K
$23.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
8.61K+ 4.83% |
$209K - $240K
|
187K
$5.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9+ 0.94% |
$219 - $251
|
965
$26.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
219New |
$5.33K - $6.1K
|
219
$6.02K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-5.25K- 7.64% |
$128K - $146K
|
63.4K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
20.2K+ 471.53% |
$491K - $563K
|
24.5K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.35K+ 1.72% |
$81.4K - $93.3K
|
198K
$5.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.57K+ 11.78% |
$62.6K - $71.7K
|
24.4K
$671K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
9.61K+ 6.87% |
$234K - $268K
|
149K
$4.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-28.5K- 12.98% |
$693K - $794K
|
191K
$5.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
32.6K+ 14.0% |
$793K - $909K
|
266K
$7.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-7.98K- 43.96% |
$194K - $222K
|
10.2K
$279K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 244.29% |
$62.4K - $71.5K
|
3.62K
$99.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-13.1K- 2.45% |
$319K - $365K
|
521K
$14.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-69.7K- 76.04% |
$1.7M - $1.94M
|
22K
$604K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-815- 4.76% |
$19.8K - $22.7K
|
16.3K
$448K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
563+ 0.5% |
$13.7K - $15.7K
|
113K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.16K+ 2.31% |
$28.2K - $32.3K
|
51.3K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
6.01K+ 17.63% |
$146K - $167K
|
40.1K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.29K+ 0.53% |
$104K - $119K
|
820K
$22.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.14K+ 8.59% |
$27.6K - $31.7K
|
14.4K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
711+ 6.74% |
$17.3K - $19.8K
|
11.3K
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
337+ 1.89% |
$8.2K - $9.39K
|
18.2K
$500K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-10.8K- 81.89% |
$262K - $300K
|
2.38K
$65.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
572+ 0.68% |
$13.9K - $15.9K
|
85K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
114K+ 8.13% |
$2.78M - $3.19M
|
1.52M
$41.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.1K+ 7.35% |
$514K - $589K
|
308K
$8.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.59K- 1.83% |
$38.8K - $44.4K
|
85.6K
$2.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89.1K+ 12.72% |
$2.17M - $2.48M
|
789K
$21.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
27.2K+ 3.24% |
$661K - $758K
|
866K
$23.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-9.78K- 21.67% |
$238K - $273K
|
35.4K
$972K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
30.3K+ 7.94% |
$737K - $845K
|
412K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
88.4K+ 5.11% |
$2.15M - $2.46M
|
1.82M
$50M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.66K+ 46.05% |
$138K - $158K
|
18K
$493K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
24+ 0.04% |
$584 - $669
|
59.6K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-273- 2.95% |
$6.64K - $7.61K
|
8.97K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.88K+ 5.26% |
$45.6K - $52.3K
|
37.6K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
339+ 0.76% |
$8.24K - $9.45K
|
44.9K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5.99K+ 20.15% |
$146K - $167K
|
35.7K
$982K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.79K+ 0.45% |
$67.9K - $77.8K
|
619K
$17M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-7.64K- 29.74% |
$186K - $213K
|
18.1K
$496K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.96K- 2.9% |
$71.9K - $82.4K
|
99K
$2.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.49K- 4.24% |
$109K - $125K
|
101K
$2.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-55.4K- 57.61% |
$1.35M - $1.54M
|
40.7K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.84K- 5.0% |
$118K - $135K
|
92K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
16.5K+ 1.54% |
$401K - $459K
|
1.08M
$29.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
123+ 1.03% |
$2.99K - $3.43K
|
12K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-36.5K- 75.66% |
$888K - $1.02M
|
11.7K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
413K+ 3.54% |
$10M - $11.5M
|
12.1M
$332M
|