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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
153KNew |
$4.04M - $4.28M
|
153K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4K+ 36.12% |
$618K - $655K
|
88.3K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
270K+ 28.8% |
$7.13M - $7.55M
|
1.21M
$32.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
210K+ 45.07% |
$5.53M - $5.86M
|
674K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
19.4KNew |
$513K - $543K
|
19.4K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
85.5K+ 5.4% |
$2.25M - $2.39M
|
1.67M
$45.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-734- 1.96% |
$19.4K - $20.5K
|
36.7K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-125K- 42.46% |
$3.29M - $3.49M
|
169K
$4.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.13K- 0.97% |
$214K - $227K
|
827K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-28.6K- 11.61% |
$755K - $799K
|
218K
$5.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-213- 2.02% |
$5.62K - $5.95K
|
10.3K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.56K+ 10.01% |
$173K - $183K
|
72.1K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
350+ 2.46% |
$9.23K - $9.78K
|
14.6K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-5.45K- 1.39% |
$144K - $152K
|
388K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-799K- 96.38% |
$21.1M - $22.3M
|
30K
$817K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-80- 1.35% |
$2.11K - $2.24K
|
5.86K
$160K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-263- 6.97% |
$6.94K - $7.35K
|
3.51K
$95.6K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
410+ 0.47% |
$10.8K - $11.5K
|
87.1K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-525- 1.12% |
$13.8K - $14.7K
|
46.3K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-4.22K- 30.38% |
$111K - $118K
|
9.67K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-156- 36.62% |
$4.12K - $4.36K
|
270
$7.35K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
40.8K+ 8.4% |
$1.08M - $1.14M
|
526K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
39.4K+ 33.35% |
$1.04M - $1.1M
|
157K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
271K+ 39.39% |
$7.14M - $7.56M
|
958K
$26.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.21M- 7.73% |
$58.3M - $61.7M
|
26.4M
$718M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1M- 3.55% |
$26.4M - $28M
|
27.2M
$742M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
46.4KNew |
$1.22M - $1.3M
|
46.4K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60.1K+ 6.75% |
$1.58M - $1.68M
|
949K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-522- 6.55% |
$13.8K - $14.6K
|
7.45K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
161+ 0.52% |
$4.25K - $4.5K
|
31.3K
$852K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-348K- 29.65% |
$9.18M - $9.73M
|
826K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
52.4K+ 22.95% |
$1.38M - $1.47M
|
281K
$7.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
58.9K+ 3.23% |
$1.55M - $1.65M
|
1.88M
$51.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.13K+ 7.73% |
$214K - $227K
|
113K
$3.08M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-20.7K- 41.51% |
$545K - $577K
|
29.1K
$793K
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 2.71% |
$362K - $384K
|
520K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
30.7K+ 7.09% |
$810K - $858K
|
463K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
43.7K+ 8.9% |
$1.15M - $1.22M
|
535K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.34K- 12.77% |
$61.6K - $65.3K
|
15.9K
$434K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
CALL |
1.7K+ 566.67% |
$44.8K - $47.5K
|
2K
$54.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.64K- 2.42% |
$149K - $158K
|
227K
$6.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
52.5KNew |
$1.38M - $1.47M
|
52.5K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.4K- 0.79% |
$36.8K - $39K
|
175K
$4.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-964- 6.57% |
$25.4K - $26.9K
|
13.7K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.14K+ 3.67% |
$109K - $116K
|
117K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.13K- 22.81% |
$82.7K - $87.6K
|
10.6K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
139+ 0.32% |
$3.67K - $3.89K
|
43.2K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-33.3K- 2.99% |
$877K - $930K
|
1.08M
$29.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
546+ 4.59% |
$14.4K - $15.3K
|
12.4K
$339K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
93+ 0.43% |
$2.45K - $2.6K
|
21.5K
$587K
|
|