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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-231- 0.27% |
$5.62K - $6.44K
|
84.3K
$2.32M
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
244KNew |
$5.93M - $6.8M
|
244K
$6.71M
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
44.8K+ 201.35% |
$1.09M - $1.25M
|
67.1K
$1.84M
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-19.8K- 51.01% |
$481K - $551K
|
19K
$522K
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.07K- 2.57% |
$123K - $141K
|
192K
$5.28M
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-9.22K- 2.68% |
$224K - $257K
|
334K
$9.18M
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.26K+ 4.3% |
$30.6K - $35.1K
|
30.5K
$839K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-90.1K- 14.76% |
$2.19M - $2.51M
|
521K
$14.3M
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
153+ 0.3% |
$3.72K - $4.26K
|
51.6K
$1.42M
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
31K+ 35.6% |
$754K - $864K
|
118K
$3.25M
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-340- 1.55% |
$8.27K - $9.48K
|
21.6K
$593K
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
58.6K+ 24.91% |
$1.42M - $1.63M
|
294K
$8.07M
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
78.5KNew |
$1.91M - $2.19M
|
78.5K
$2.16M
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
58.1KNew |
$1.41M - $1.62M
|
58.1K
$1.6M
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
11.4K+ 75.81% |
$276K - $317K
|
26.3K
$724K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.09K+ 44.71% |
$197K - $225K
|
26.2K
$719K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-12.5K- 39.06% |
$304K - $348K
|
19.5K
$536K
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
96+ 0.2% |
$2.33K - $2.68K
|
47.4K
$1.3M
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
21.3K+ 8.9% |
$517K - $593K
|
260K
$7.16M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-68.2K- 13.74% |
$1.66M - $1.9M
|
428K
$11.8M
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.5K+ 20.39% |
$36.5K - $41.8K
|
8.86K
$243K
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-77.2K- 30.98% |
$1.88M - $2.15M
|
172K
$4.72M
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.59K+ 25.96% |
$63.1K - $72.3K
|
12.6K
$346K
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.02K+ 1.01% |
$24.7K - $28.3K
|
102K
$2.81M
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.01K- 0.49% |
$24.5K - $28.1K
|
203K
$5.59M
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-142K- 91.68% |
$3.45M - $3.95M
|
12.9K
$354K
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24K+ 12.9% |
$584K - $669K
|
210K
$5.77M
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.14K- 2.29% |
$51.9K - $59.5K
|
91K
$2.5M
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.31K+ 4670.37% |
$153K - $176K
|
6.44K
$177K
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-665- 1.88% |
$16.2K - $18.5K
|
34.8K
$956K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-45.7K- 57.6% |
$1.11M - $1.27M
|
33.6K
$924K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.88K+ 461.25% |
$119K - $136K
|
5.94K
$163K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.3K- 4.44% |
$250K - $286K
|
221K
$6.07M
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
27.3KNew |
$664K - $761K
|
27.3K
$750K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.67M- 17.32% |
$89.3M - $102M
|
17.5M
$482M
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
477+ 0.73% |
$11.6K - $13.3K
|
65.9K
$1.81M
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
92.1KNew |
$2.24M - $2.57M
|
92.1K
$2.53M
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.59K+ 38.44% |
$112K - $128K
|
16.5K
$454K
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
5.24K+ 9.62% |
$127K - $146K
|
59.7K
$1.64M
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.64K- 86.11% |
$64.3K - $73.6K
|
426
$11.7K
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-7.44K- 4.66% |
$181K - $207K
|
152K
$4.18M
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$287K - $328K
|
11.8K
$324K
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
378KNew |
$9.18M - $10.5M
|
378K
$10.4M
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11.2KNew |
$272K - $311K
|
11.2K
$307K
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
16.5K+ 13.91% |
$401K - $459K
|
135K
$3.71M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-597K- 18.23% |
$14.5M - $16.6M
|
2.68M
$73.5M
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-167- 2.07% |
$4.06K - $4.65K
|
7.91K
$217K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.7K- 99.78% |
$551K - $632K
|
51
$1.4K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
625K+ 50.23% |
$15.2M - $17.4M
|
1.87M
$51.4M
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.35K+ 7.09% |
$32.8K - $37.5K
|
20.3K
$559K
|