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 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
909+ 4.97% |
$22.1K - $25.3K
|
19.2K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
875+ 3.66% |
$21.3K - $24.4K
|
24.8K
$672K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-4.98K- 9.5% |
$121K - $139K
|
47.4K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.22K+ 12.8% |
$151K - $173K
|
54.9K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.31K+ 22.25% |
$80.4K - $92.1K
|
18.2K
$492K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
168+ 0.49% |
$4.09K - $4.68K
|
34.2K
$926K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.4K+ 9.59% |
$740K - $848K
|
348K
$9.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.3K- 13.19% |
$298K - $341K
|
80.6K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
860+ 3.06% |
$20.9K - $24K
|
28.9K
$784K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-409- 1.7% |
$9.95K - $11.4K
|
23.7K
$642K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-144- 0.17% |
$3.5K - $4.01K
|
82.7K
$2.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
154K+ 64.11% |
$3.75M - $4.3M
|
395K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.84K- 0.96% |
$69.1K - $79.2K
|
292K
$7.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.14K- 8.04% |
$27.8K - $31.9K
|
13.1K
$354K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-14.7K- 8.69% |
$358K - $410K
|
155K
$4.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
404+ 2.0% |
$9.83K - $11.3K
|
20.6K
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.71K- 3.6% |
$163K - $187K
|
180K
$4.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.5K+ 2.38% |
$353K - $405K
|
625K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.68K+ 2.04% |
$235K - $270K
|
485K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
2.22K+ 3.63% |
$54.1K - $62K
|
63.5K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.53K- 9.28% |
$61.5K - $70.5K
|
24.7K
$670K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6+ 0.04% |
$146 - $167
|
14.1K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-114K- 49.04% |
$2.78M - $3.18M
|
119K
$3.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30.9K- 0.95% |
$751K - $861K
|
3.23M
$87.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4K+ 9.47% |
$301K - $345K
|
143K
$3.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
232KNew |
$5.64M - $6.46M
|
232K
$6.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.5K- 0.73% |
$36.5K - $41.8K
|
203K
$5.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.79K+ 3.88% |
$43.4K - $49.8K
|
47.8K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.13K- 3.78% |
$125K - $143K
|
130K
$3.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.71K+ 80.02% |
$163K - $187K
|
15.1K
$409K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
519+ 3.29% |
$12.6K - $14.5K
|
16.3K
$441K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.6K+ 8.46% |
$403K - $462K
|
213K
$5.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
22KNew |
$534K - $612K
|
22K
$595K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-7.27K- 35.02% |
$177K - $203K
|
13.5K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-8.9K- 18.28% |
$216K - $248K
|
39.8K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
999+ 0.25% |
$24.3K - $27.8K
|
399K
$10.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.92% |
$170 - $195
|
764
$20.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-476K- 29.59% |
$11.6M - $13.3M
|
1.13M
$30.7M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-4.51K- 0.76% |
$110K - $126K
|
591K
$16M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.14K+ 8.38% |
$101K - $115K
|
53.6K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
19+ 0.24% |
$462 - $530
|
7.93K
$215K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.45K+ 1.53% |
$132K - $152K
|
362K
$9.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.46K+ 1.21% |
$35.4K - $40.6K
|
122K
$3.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-361- 2.47% |
$8.78K - $10.1K
|
14.3K
$386K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
406+ 3.59% |
$9.87K - $11.3K
|
11.7K
$318K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29.9K+ 366.56% |
$727K - $833K
|
38K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.6K- 4.88% |
$185K - $212K
|
148K
$4.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6.72K+ 1.59% |
$163K - $187K
|
430K
$11.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.77K+ 3.52% |
$67.4K - $77.2K
|
81.4K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 3.23% |
$260K - $298K
|
320K
$8.68M
|