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 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-4.67K- 26.83% |
$126K - $133K
|
12.7K
$345K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
20K+ 2.1% |
$541K - $572K
|
974K
$26.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-70- 0.07% |
$1.89K - $2K
|
101K
$2.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20.5K+ 2.89% |
$555K - $586K
|
733K
$19.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
14.4K+ 1.96% |
$388K - $410K
|
747K
$20.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-787- 4.21% |
$21.3K - $22.5K
|
17.9K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-1.61K- 6.51% |
$43.4K - $45.8K
|
23K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.94K+ 26.38% |
$52.3K - $55.3K
|
9.28K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
11.1KNew |
$301K - $318K
|
11.1K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.4K- 51.71% |
$444K - $469K
|
15.4K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$81 - $85.6
|
10.2K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
22.2K+ 7.37% |
$600K - $634K
|
323K
$8.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-102K- 18.17% |
$2.74M - $2.9M
|
457K
$12.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
216+ 0.89% |
$5.83K - $6.16K
|
24.4K
$662K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.1K- 3.27% |
$111K - $117K
|
121K
$3.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.98K- 23.27% |
$188K - $199K
|
23K
$623K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.4K- 1.22% |
$37.8K - $40K
|
114K
$3.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1.13K+ 1.7% |
$30.6K - $32.4K
|
67.9K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.67K- 55.68% |
$261K - $276K
|
7.69K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12.4K+ 6.05% |
$335K - $354K
|
217K
$5.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
123K+ 2.29% |
$3.31M - $3.5M
|
5.49M
$149M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 0.5% |
$1.54K - $1.63K
|
11.4K
$309K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-48.3K- 4.81% |
$1.3M - $1.38M
|
954K
$25.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
48.2K+ 6.42% |
$1.3M - $1.37M
|
798K
$21.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.76K+ 17.73% |
$102K - $107K
|
25K
$677K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7.26KNew |
$196K - $207K
|
7.26K
$197K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.75K+ 2824.19% |
$47.3K - $50K
|
1.81K
$49.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.03% |
$189 - $200
|
25.9K
$701K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-11.4K- 3.08% |
$309K - $326K
|
360K
$9.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-110- 0.48% |
$2.97K - $3.14K
|
22.9K
$620K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.7K- 56.13% |
$289K - $305K
|
8.36K
$226K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
76.4K+ 5.25% |
$2.06M - $2.18M
|
1.53M
$41.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.25KNew |
$223K - $235K
|
8.25K
$223K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
32K+ 14.44% |
$863K - $912K
|
253K
$6.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
273+ 1.35% |
$7.37K - $7.79K
|
20.5K
$554K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-429- 2.86% |
$11.6K - $12.2K
|
14.6K
$395K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.59K- 0.23% |
$42.9K - $45.4K
|
698K
$18.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-373K- 95.82% |
$10.1M - $10.6M
|
16.3K
$440K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101+ 44.89% |
$2.73K - $2.88K
|
326
$8.83K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
305+ 3.91% |
$8.24K - $8.7K
|
8.1K
$219K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.21K+ 4.38% |
$86.6K - $91.5K
|
76.5K
$2.07M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-857- 33.08% |
$23.1K - $24.5K
|
1.73K
$47K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-843- 93.05% |
$22.8K - $24.1K
|
63
$1.71K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.36K- 5.34% |
$63.8K - $67.4K
|
41.9K
$1.13M
|
|
| Q4 2024 | |||||||
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16.5K+ 210.73% |
$445K - $1.4M
|
24.4K
$660K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
19KNew |
$511K - $1.61M
|
19K
$514K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.03M- 10.29% |
$27.9M - $87.9M
|
9.01M
$244M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
383K+ 198.2% |
$10.3M - $32.5M
|
576K
$15.6M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.54K- 8.09% |
$41.4K - $131K
|
17.5K
$473K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13.4KNew |
$360K - $1.13M
|
13.4K
$362K
|
|