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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.6K+ 28.8% |
$411K - $435K
|
69.7K
$1.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.96KNew |
$157K - $167K
|
5.96K
$162K
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-20.9K- 91.39% |
$550K - $583K
|
1.97K
$53.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8.36K+ 272.1% |
$221K - $234K
|
11.4K
$311K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
170KNew |
$4.48M - $4.75M
|
170K
$4.63M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
24.7K+ 140.43% |
$651K - $690K
|
42.3K
$1.15M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
63.1K+ 4.33% |
$1.66M - $1.76M
|
1.52M
$41.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.82K- 1.98% |
$48.1K - $50.9K
|
90.1K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.11K+ 2.72% |
$214K - $227K
|
307K
$8.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
76.2K+ 18.8% |
$2.01M - $2.13M
|
482K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
3.87K+ 2.89% |
$102K - $108K
|
138K
$3.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
593K+ 5.27% |
$15.7M - $16.6M
|
11.9M
$323M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-39.2K- 42.28% |
$1.03M - $1.1M
|
53.5K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.4K+ 8.44% |
$934K - $990K
|
455K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.57M- 9.19% |
$41.5M - $44M
|
15.6M
$424M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.3K+ 8.26% |
$271K - $287K
|
135K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-19.6K- 21.17% |
$518K - $549K
|
73.1K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-43K- 34.65% |
$1.13M - $1.2M
|
81.1K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23+ 0.17% |
$607 - $643
|
13.2K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.18K- 4.23% |
$57.5K - $61K
|
49.4K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-244K- 42.15% |
$6.45M - $6.83M
|
336K
$9.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-5- 0.26% |
$132 - $140
|
1.9K
$51.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-76.9K- 16.83% |
$2.03M - $2.15M
|
380K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
14.3KNew |
$376K - $398K
|
14.3K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.83KNew |
$233K - $247K
|
8.83K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
136+ 0.16% |
$3.59K - $3.8K
|
83.6K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.48K+ 1.02% |
$145K - $153K
|
540K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.3K+ 4.39% |
$958K - $1.02M
|
864K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-6.57K- 21.25% |
$173K - $183K
|
24.3K
$663K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-501- 4.2% |
$13.2K - $14K
|
11.4K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.9K+ 6.17% |
$103K - $109K
|
67K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
25.9K+ 50.51% |
$682K - $723K
|
77K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$426K - $451K
|
16.1K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.51K+ 8.91% |
$119K - $126K
|
55.1K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-38.9K- 14.12% |
$1.03M - $1.09M
|
236K
$6.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.35K+ 22.53% |
$220K - $233K
|
45.4K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-106K- 1.76% |
$2.81M - $2.97M
|
5.95M
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14.6K+ 14.17% |
$384K - $407K
|
117K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.6K+ 6.67% |
$727K - $770K
|
441K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-144- 53.33% |
$3.8K - $4.02K
|
126
$3.43K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18MNew |
$31.2M - $33.1M
|
1.18M
$32.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-105K- 48.64% |
$2.76M - $2.93M
|
111K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
41.9KNew |
$1.11M - $1.17M
|
41.9K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15KNew |
$396K - $419K
|
15K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
32.2KNew |
$849K - $900K
|
32.2K
$877K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
180K+ 353203.91% |
$4.75M - $5.03M
|
180K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-480- 5.97% |
$12.7K - $13.4K
|
7.56K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
15KNew |
$396K - $419K
|
15K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.05K+ 9.99% |
$107K - $113K
|
44.6K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.49M- 37.12% |
$145M - $153M
|
9.3M
$253M
|
|