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 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
13.7K+ 251.11% |
$369K - $1.16M
|
19.1K
$518K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
15.8KNew |
$425K - $1.34M
|
15.8K
$427K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450New |
$12.1K - $38.2K
|
450
$12.2K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
69K+ 195.0% |
$1.86M - $5.86M
|
104K
$2.83M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6.88K+ 200.61% |
$185K - $584K
|
10.3K
$279K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
8.27KNew |
$223K - $703K
|
8.27K
$224K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
100KNew |
$2.7M - $8.51M
|
100K
$2.71M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
152New |
$4.09K - $12.9K
|
152
$4.12K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
600+ 1200.0% |
$16.2K - $51K
|
650
$17.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
488K+ 161.83% |
$13.1M - $41.4M
|
789K
$21.4M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
85.6K+ 191.03% |
$2.3M - $7.27M
|
130K
$3.53M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$203K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.48K+ 30.96% |
$93.7K - $296K
|
14.7K
$399K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
27.3KNew |
$735K - $2.32M
|
27.3K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-418- 61.65% |
$11.3K - $35.5K
|
260
$7.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.02KNew |
$216K - $681K
|
8.02K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.4KNew |
$199K - $629K
|
7.4K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
60.5K+ 186.07% |
$1.63M - $5.14M
|
93K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.08K+ 506.59% |
$55.9K - $176K
|
2.49K
$67.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 64.2% |
$27.4K - $86.4K
|
567
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.2K+ 195.6% |
$410K - $1.29M
|
23K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
21.5KNew |
$580K - $1.83M
|
21.5K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.72KNew |
$100K - $316K
|
3.72K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
652K+ 216.01% |
$17.6M - $55.4M
|
954K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
12.7K+ 189.91% |
$343K - $1.08M
|
19.5K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
39.7K+ 206.47% |
$1.07M - $3.37M
|
58.9K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
33.9KNew |
$914K - $2.88M
|
33.9K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.8K+ 199.98% |
$290K - $915K
|
16.2K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-79.1K- 97.71% |
$2.13M - $6.72M
|
1.85K
$50.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16.2K+ 189.11% |
$435K - $1.37M
|
24.7K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.83K- 20.28% |
$103K - $325K
|
15.1K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
168K+ 197.54% |
$4.52M - $14.3M
|
253K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1K+ 200.0% |
$26.9K - $85K
|
1.5K
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
89.2K+ 200.0% |
$2.4M - $7.58M
|
134K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
131K+ 202.79% |
$3.53M - $11.1M
|
196K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.89K+ 654.51% |
$50.8K - $160K
|
2.17K
$58.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
51.4KNew |
$1.39M - $4.37M
|
51.4K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
14.1KNew |
$381K - $1.2M
|
14.1K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
9KNew |
$242K - $765K
|
9K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
447New |
$12K - $38K
|
447
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
309K+ 234.4% |
$8.33M - $26.3M
|
441K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
85.3K+ 147.83% |
$2.3M - $7.25M
|
143K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.43K- 6.43% |
$38.5K - $121K
|
20.8K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
8.5K+ 283.33% |
$229K - $722K
|
11.5K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
6.66K+ 200.0% |
$179K - $566K
|
9.99K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-338- 12.39% |
$9.1K - $28.7K
|
2.39K
$64.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.88KNew |
$50.5K - $159K
|
1.88K
$50.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
12.8K+ 208.83% |
$346K - $1.09M
|
19K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.86K+ 238.82% |
$158K - $498K
|
8.32K
$225K
|