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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
807+ 181.76% |
$21.3K - $22.6K
|
1.25K
$34.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.2K+ 14.46% |
$31.7K - $33.5K
|
9.5K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
506+ 1.58% |
$13.3K - $14.1K
|
32.4K
$884K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.8K+ 5.59% |
$47.5K - $50.4K
|
34K
$927K
|
|
|
Nov 14, 2025
Q3 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-6.04K- 18.32% |
$159K - $169K
|
26.9K
$733K
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
27+ 0.36% |
$712 - $755
|
7.54K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64.5K- 3.94% |
$1.7M - $1.8M
|
1.57M
$42.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100+ 25.0% |
$2.64K - $2.8K
|
500
$13.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.51K- 0.83% |
$92.6K - $98.1K
|
421K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.32K+ 0.5% |
$34.8K - $36.8K
|
264K
$7.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 2.29% |
$341K - $362K
|
578K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9M+ 392.9% |
$736M - $780M
|
35M
$954M
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10.3K- 9.28% |
$272K - $289K
|
101K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-551K- 60.84% |
$14.5M - $15.4M
|
355K
$9.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
272+ 3.07% |
$7.18K - $7.6K
|
9.14K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-358K- 18.84% |
$9.45M - $10M
|
1.54M
$42M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.68K- 16.86% |
$97.2K - $103K
|
18.2K
$495K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.75K- 10.51% |
$125K - $133K
|
40.4K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-190K- 36.92% |
$5.02M - $5.32M
|
325K
$8.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-482- 2.35% |
$12.7K - $13.5K
|
20K
$546K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.75K- 8.98% |
$46.2K - $48.9K
|
17.7K
$483K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-583K- 7.44% |
$15.4M - $16.3M
|
7.25M
$198M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.27K- 17.35% |
$139K - $147K
|
25.1K
$684K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-8.29K- 9.83% |
$219K - $232K
|
76K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
170KNew |
$4.49M - $4.76M
|
170K
$4.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
2.7K+ 1.11% |
$71.2K - $75.5K
|
247K
$6.72M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
187K+ 279.21% |
$4.94M - $5.23M
|
254K
$6.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
124+ 0.65% |
$3.27K - $3.47K
|
19.1K
$520K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
38.4KNew |
$1.01M - $1.07M
|
38.4K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
148K+ 76.98% |
$3.91M - $4.14M
|
340K
$9.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-10.3K- 3.08% |
$271K - $288K
|
324K
$8.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.59K- 5.21% |
$41.9K - $44.4K
|
28.9K
$788K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
465KNew |
$12.3M - $13M
|
465K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-40K- 7.68% |
$1.06M - $1.12M
|
481K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.2K+ 0.58% |
$664K - $703K
|
4.4M
$120M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.23K+ 2.73% |
$85.1K - $90.2K
|
121K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$314K - $333K
|
11.9K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
42.4K+ 72.88% |
$1.12M - $1.18M
|
100K
$2.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
34+ 161.9% |
$897 - $950
|
55
$1.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.77K- 10.53% |
$73.2K - $77.5K
|
23.6K
$642K
|
|
|
Nov 14, 2025
Q3 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
56+ 0.27% |
$1.48K - $1.57K
|
21.2K
$576K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
95+ 0.2% |
$2.51K - $2.66K
|
47.5K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-3.37K- 1.29% |
$88.8K - $94.1K
|
257K
$7M
|
|