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 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.4K+ 4.04% |
$37.8K - $40K
|
36.1K
$978K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
494+ 0.56% |
$13.3K - $14.1K
|
88.9K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
779+ 1.96% |
$21K - $22.2K
|
40.4K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15.7K- 30.07% |
$425K - $449K
|
36.6K
$991K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
77.6K+ 16.84% |
$2.1M - $2.22M
|
538K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.9K+ 6.62% |
$322K - $340K
|
192K
$5.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26K+ 5.34% |
$702K - $742K
|
513K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.1K+ 7.7% |
$515K - $544K
|
266K
$7.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
42+ 0.56% |
$1.13K - $1.2K
|
7.54K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
71New |
$1.92K - $2.03K
|
71
$1.92K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.93K+ 5.42% |
$241K - $255K
|
174K
$4.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
170+ 1.01% |
$4.59K - $4.85K
|
17.1K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.1K+ 29.33% |
$543K - $574K
|
88.7K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.03K+ 4.13% |
$136K - $143K
|
127K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
341+ 25.13% |
$9.21K - $9.73K
|
1.7K
$46K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
725+ 93.31% |
$19.6K - $20.7K
|
1.5K
$40.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
289+ 0.58% |
$7.81K - $8.25K
|
50.2K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
382+ 0.76% |
$10.3K - $10.9K
|
50.4K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$54 - $57.1
|
1.73K
$47K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.74K+ 7.17% |
$236K - $250K
|
131K
$3.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
18.2K+ 21.35% |
$492K - $520K
|
104K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
627+ 0.18% |
$16.9K - $17.9K
|
354K
$9.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
96.4K+ 10.17% |
$2.6M - $2.75M
|
1.04M
$28.3M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-466- 0.8% |
$12.6K - $13.3K
|
57.5K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
90.6K+ 9.89% |
$2.45M - $2.58M
|
1.01M
$27.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
6.74K+ 13.42% |
$182K - $192K
|
57K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
921+ 1.7% |
$24.9K - $26.3K
|
55.1K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.15K+ 26.84% |
$166K - $176K
|
29.1K
$788K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
186K+ 11.86% |
$5.02M - $5.31M
|
1.75M
$47.5M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.16% |
$567 - $599
|
13.1K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
631+ 4.16% |
$17K - $18K
|
15.8K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.87K- 2.51% |
$77.6K - $82K
|
112K
$3.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.26K+ 1.32% |
$61K - $64.5K
|
174K
$4.71M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.57KNew |
$258K - $273K
|
9.57K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-23.7K- 41.18% |
$641K - $677K
|
33.9K
$918K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.49K+ 9.4% |
$94.2K - $99.6K
|
40.6K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
37.4KNew |
$1.01M - $1.07M
|
37.4K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
9.09K+ 6.34% |
$245K - $259K
|
152K
$4.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.21K- 63.63% |
$86.7K - $91.6K
|
1.84K
$49.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.34K+ 24.8% |
$63.2K - $66.8K
|
11.8K
$319K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-92.5K- 5.89% |
$2.5M - $2.64M
|
1.48M
$40.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10K- 45.26% |
$271K - $287K
|
12.2K
$329K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-308- 0.08% |
$8.32K - $8.79K
|
376K
$10.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 7.38% |
$52.3K - $55.3K
|
28.2K
$764K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
22.4K+ 44.02% |
$606K - $640K
|
73.4K
$1.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.09K- 5.67% |
$29.5K - $31.2K
|
18.2K
$493K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
13.2K+ 5.9% |
$356K - $376K
|
237K
$6.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-734- 2.29% |
$19.8K - $20.9K
|
31.3K
$849K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
18K+ 3.95% |
$485K - $513K
|
473K
$12.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.6K+ 14.42% |
$502K - $531K
|
148K
$4M
|