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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-891- 8.8% |
$24.1K - $25.4K
|
9.23K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.73K+ 44.46% |
$182K - $192K
|
21.9K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.18K- 68.75% |
$58.8K - $62.2K
|
990
$27.2K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
5.41K+ 47.73% |
$146K - $154K
|
16.7K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-195- 1.64% |
$5.27K - $5.57K
|
11.7K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.2K+ 4.82% |
$86.3K - $91.2K
|
69.5K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.42KNew |
$38.4K - $40.6K
|
1.42K
$39.1K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15KNew |
$404K - $427K
|
15K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-576- 0.43% |
$15.6K - $16.4K
|
134K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.35K+ 1.67% |
$90.5K - $95.6K
|
204K
$5.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-503- 4.08% |
$13.6K - $14.4K
|
11.8K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.4K+ 4220.13% |
$362K - $383K
|
13.7K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-58- 0.16% |
$1.57K - $1.66K
|
35.2K
$967K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
18.7KNew |
$505K - $534K
|
18.7K
$514K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-15- 0.13% |
$405 - $428
|
11.3K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.43K- 14.0% |
$38.6K - $40.8K
|
8.78K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.74KNew |
$263K - $278K
|
9.74K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.64KNew |
$71.2K - $75.2K
|
2.64K
$72.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 0.9% |
$594 - $628
|
2.46K
$67.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80New |
$2.16K - $2.28K
|
80
$2.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 2.86% |
$1.59K - $1.68K
|
2.12K
$58.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-766- 2.38% |
$20.7K - $21.9K
|
31.4K
$863K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.3K+ 5.11% |
$655K - $692K
|
499K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-67- 0.52% |
$1.81K - $1.91K
|
12.9K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
488+ 4.94% |
$13.2K - $13.9K
|
10.4K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
153New |
$4.13K - $4.37K
|
153
$4.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.95K+ 29.46% |
$79.6K - $84.1K
|
13K
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.88K- 26.0% |
$105K - $111K
|
11.1K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$81K - $85.6K
|
3K
$82.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.2K- 6.89% |
$383K - $405K
|
192K
$5.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-2.04K- 2.09% |
$55K - $58.1K
|
95.3K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.42K+ 17.88% |
$38.3K - $40.5K
|
9.35K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.43K+ 32.57% |
$92.7K - $97.9K
|
14K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.7KNew |
$371K - $392K
|
13.7K
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-85- 4.63% |
$2.3K - $2.43K
|
1.75K
$48.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
63+ 1.33% |
$1.7K - $1.8K
|
4.81K
$132K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-537- 3.59% |
$14.5K - $15.3K
|
14.4K
$396K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6+ 0.52% |
$162 - $171
|
1.16K
$31.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.69KNew |
$72.6K - $76.7K
|
2.69K
$73.9K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-5.68K- 9.6% |
$154K - $162K
|
53.6K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-117- 0.91% |
$3.16K - $3.34K
|
12.7K
$349K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.38K+ 343.29% |
$253K - $268K
|
12.1K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-265- 63.55% |
$7.16K - $7.56K
|
152
$4.18K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
147KNew |
$3.98M - $4.2M
|
147K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
8.93K+ 4.25% |
$241K - $255K
|
219K
$6.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.46K+ 9.34% |
$39.4K - $41.6K
|
17.1K
$469K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
4.42K+ 200.0% |
$119K - $126K
|
6.64K
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
63+ 0.83% |
$1.7K - $1.8K
|
7.66K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-339- 1.17% |
$9.16K - $9.68K
|
28.7K
$788K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
587KNew |
$15.8M - $16.7M
|
587K
$16.1M
|