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 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-857- 33.08% |
$23.1K - $24.5K
|
1.73K
$47.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-843- 93.05% |
$22.8K - $24.1K
|
63
$1.73K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.36K- 5.34% |
$63.8K - $67.4K
|
41.9K
$1.15M
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-73.8K- 56.08% |
$1.99M - $6.27M
|
57.8K
$1.59M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 4.9% |
$282K - $891K
|
203K
$5.59M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.52K+ 191.36% |
$122K - $384K
|
6.88K
$189K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
19KNew |
$511K - $1.61M
|
19K
$522K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13.4KNew |
$360K - $1.13M
|
13.4K
$367K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
13.7K+ 251.11% |
$369K - $1.16M
|
19.1K
$526K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
15.8KNew |
$425K - $1.34M
|
15.8K
$433K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450New |
$12.1K - $38.2K
|
450
$12.4K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6.88K+ 200.61% |
$185K - $584K
|
10.3K
$283K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
8.27KNew |
$223K - $703K
|
8.27K
$227K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
100KNew |
$2.7M - $8.51M
|
100K
$2.75M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
152New |
$4.09K - $12.9K
|
152
$4.18K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
600+ 1200.0% |
$16.2K - $51K
|
650
$17.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.48K+ 30.96% |
$93.7K - $296K
|
14.7K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-418- 61.65% |
$11.3K - $35.5K
|
260
$7.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.02KNew |
$216K - $681K
|
8.02K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.4KNew |
$199K - $629K
|
7.4K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.08K+ 506.59% |
$55.9K - $176K
|
2.49K
$68.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 64.2% |
$27.4K - $86.4K
|
567
$15.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
21.5KNew |
$580K - $1.83M
|
21.5K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.72KNew |
$100K - $316K
|
3.72K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
652K+ 216.01% |
$17.6M - $55.4M
|
954K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
12.7K+ 189.91% |
$343K - $1.08M
|
19.5K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
39.7K+ 206.47% |
$1.07M - $3.37M
|
58.9K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
33.9KNew |
$914K - $2.88M
|
33.9K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.8K+ 199.98% |
$290K - $915K
|
16.2K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-79.1K- 97.71% |
$2.13M - $6.72M
|
1.85K
$50.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16.2K+ 189.11% |
$435K - $1.37M
|
24.7K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1K+ 200.0% |
$26.9K - $85K
|
1.5K
$41.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
89.2K+ 200.0% |
$2.4M - $7.58M
|
134K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
14.1KNew |
$381K - $1.2M
|
14.1K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
9KNew |
$242K - $765K
|
9K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
447New |
$12K - $38K
|
447
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
309K+ 234.4% |
$8.33M - $26.3M
|
441K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.43K- 6.43% |
$38.5K - $121K
|
20.8K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
8.5K+ 283.33% |
$229K - $722K
|
11.5K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-338- 12.39% |
$9.1K - $28.7K
|
2.39K
$65.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.88KNew |
$50.5K - $159K
|
1.88K
$51.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
650+ 200.0% |
$17.5K - $55.2K
|
975
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8K+ 170.44% |
$215K - $680K
|
12.7K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.66K+ 132.78% |
$179K - $565K
|
11.7K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
12.1K+ 319.97% |
$326K - $1.03M
|
15.9K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
264KNew |
$7.11M - $22.4M
|
264K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18.8K+ 174.14% |
$507K - $1.6M
|
29.6K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.92K+ 200.0% |
$267K - $843K
|
14.9K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
25.6K+ 200.0% |
$689K - $2.17M
|
38.4K
$1.05M
|
|