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 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-19.3K- 3.98% |
$520K - $550K
|
465K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.18K+ 1.14% |
$113K - $119K
|
370K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
37.8K+ 9.29% |
$1.02M - $1.08M
|
445K
$12M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1.46K+ 1.13% |
$39.4K - $41.6K
|
130K
$3.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.74K- 7.72% |
$46.9K - $49.6K
|
20.8K
$563K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16.5K- 6.39% |
$445K - $470K
|
241K
$6.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-61.4K- 31.85% |
$1.66M - $1.75M
|
131K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.1K+ 25.02% |
$111K - $117K
|
20.5K
$555K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-807- 0.56% |
$21.8K - $23K
|
143K
$3.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.43K- 3.25% |
$65.6K - $69.3K
|
72.3K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 20861.11% |
$203K - $214K
|
7.55K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- -0.0% |
$27 - $28.5
|
45K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.5K- 1.92% |
$67.5K - $71.3K
|
128K
$3.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 4.84% |
$34.1K - $36K
|
24.8K
$672K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
28.4K+ 2.75% |
$766K - $809K
|
1.06M
$28.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
82+ 0.86% |
$2.21K - $2.34K
|
9.57K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
90+ 0.2% |
$2.43K - $2.57K
|
44.3K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-300- 2.77% |
$8.1K - $8.56K
|
10.5K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.47K+ 40.66% |
$66.7K - $70.5K
|
8.55K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.81K+ 2.26% |
$103K - $109K
|
173K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-28- 0.04% |
$756 - $799
|
76.7K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 2.84% |
$138K - $146K
|
175K
$4.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.61K+ 10.95% |
$179K - $189K
|
67K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.27K+ 34.41% |
$88.4K - $93.4K
|
12.8K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
13.8KNew |
$373K - $394K
|
13.8K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
176+ 13.62% |
$4.75K - $5.02K
|
1.47K
$39.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-2.72K- 60.48% |
$73.5K - $77.6K
|
1.78K
$48.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
68.7K+ 3.14% |
$1.86M - $1.96M
|
2.25M
$61.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 19.47% |
$41.5K - $43.8K
|
9.43K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-485K- 53.74% |
$13.1M - $13.8M
|
417K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
645+ 4.27% |
$17.4K - $18.4K
|
15.7K
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.1% |
$351 - $371
|
13.5K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
16.1K+ 17.96% |
$436K - $461K
|
106K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-454- 2.42% |
$12.3K - $13K
|
18.3K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
110+ 0.13% |
$2.97K - $3.14K
|
82.6K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
114K+ 340.97% |
$3.07M - $3.25M
|
147K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-3.75K- 1.18% |
$101K - $107K
|
314K
$8.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
23.6KNew |
$638K - $674K
|
23.6K
$640K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.91K- 25.44% |
$78.5K - $83K
|
8.53K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.2K+ 4.13% |
$1.57M - $1.66M
|
1.47M
$39.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
14K+ 6.06% |
$377K - $398K
|
244K
$6.61M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.19% |
$216 - $228
|
4.29K
$116K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26.1K+ 15.56% |
$706K - $746K
|
194K
$5.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.7K+ 40.71% |
$99.9K - $106K
|
12.8K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-6.08K- 2.04% |
$164K - $174K
|
293K
$7.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
16.9K+ 29.25% |
$456K - $482K
|
74.6K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-52- 0.5% |
$1.4K - $1.48K
|
10.3K
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
940+ 6.67% |
$25.4K - $26.8K
|
15K
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-232- 1.54% |
$6.27K - $6.62K
|
14.8K
$402K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-13.2K- 10.15% |
$357K - $377K
|
117K
$3.17M
|