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 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-49- 0.41% |
$1.32K - $1.4K
|
11.8K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.77K- 7.12% |
$47.9K - $50.6K
|
23.1K
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.16K- 2.89% |
$112K - $119K
|
140K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
117+ 0.63% |
$3.16K - $3.34K
|
18.7K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.8K+ 95.33% |
$481K - $508K
|
36.5K
$989K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-8.84K- 15.0% |
$239K - $252K
|
50.1K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-443- 0.42% |
$12K - $12.6K
|
105K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7.27K- 24.36% |
$196K - $208K
|
22.6K
$612K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.65K- 35.62% |
$44.5K - $47K
|
2.98K
$80.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-25.1K- 51.61% |
$677K - $716K
|
23.5K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-448- 23.3% |
$12.1K - $12.8K
|
1.48K
$40K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
545+ 1.9% |
$14.7K - $15.6K
|
29.3K
$793K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.45K- 15.05% |
$93.2K - $98.5K
|
19.5K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-1.52K- 9.28% |
$41K - $43.4K
|
14.8K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30K+ 130.81% |
$810K - $856K
|
52.9K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-866- 1.18% |
$23.4K - $24.7K
|
72.3K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.92% |
$28.3K - $29.9K
|
34.8K
$944K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.06K- 6.38% |
$82.7K - $87.4K
|
44.9K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.24K- 7.92% |
$87.5K - $92.5K
|
37.7K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.19K- 25.0% |
$194K - $205K
|
21.6K
$584K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9.89K- 74.26% |
$267K - $282K
|
3.43K
$92.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4.03KNew |
$109K - $115K
|
4.03K
$109K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
672+ 4.61% |
$18.2K - $19.2K
|
15.2K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.8K- 0.98% |
$75.6K - $79.9K
|
284K
$7.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 6.48% |
$250K - $264K
|
152K
$4.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
28K+ 3.47% |
$756K - $798K
|
833K
$22.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.1K+ 12.97% |
$543K - $574K
|
175K
$4.74M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
447+ 1.6% |
$12.1K - $12.8K
|
28.3K
$767K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.59K+ 20.36% |
$97.1K - $103K
|
21.3K
$576K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-750- 7.96% |
$20.3K - $21.4K
|
8.68K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-966- 0.08% |
$26.1K - $27.6K
|
1.22M
$33.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
148K+ 6.42% |
$3.99M - $4.21M
|
2.45M
$66.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6.12K- 4.76% |
$165K - $175K
|
122K
$3.32M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.87K- 11.29% |
$50.4K - $53.3K
|
14.7K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9.64KNew |
$260K - $275K
|
9.64K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
232K+ 332.77% |
$6.26M - $6.62M
|
301K
$8.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.08K- 2.14% |
$137K - $145K
|
232K
$6.3M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.61% |
$108 - $114
|
663
$18K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
24.3K+ 10.84% |
$657K - $694K
|
249K
$6.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.91K- 11.72% |
$51.6K - $54.5K
|
14.4K
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
67.7K+ 5.63% |
$1.83M - $1.93M
|
1.27M
$34.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-9.36K- 2.52% |
$253K - $267K
|
362K
$9.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
88+ 0.9% |
$2.38K - $2.51K
|
9.92K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$314K - $332K
|
11.6K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6.57K- 11.33% |
$178K - $188K
|
51.4K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
242+ 2.84% |
$6.54K - $6.91K
|
8.76K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-59.7K- 17.81% |
$1.61M - $1.7M
|
275K
$7.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12.3K+ 3.92% |
$331K - $350K
|
325K
$8.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-366K- 34.12% |
$9.9M - $10.5M
|
708K
$19.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.75K+ 34.52% |
$209K - $221K
|
30.2K
$818K
|