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 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-9.78KClosed |
$264K - $279K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
138K+ 0.0% |
$3.72M - $3.93M
|
138K
$3.73M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.08M+ 228516.25% |
$56.2M - $59.4M
|
2.08M
$56.4M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-3.73K- 10.61% |
$101K - $107K
|
31.5K
$852K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-44K- 22.43% |
$1.19M - $1.26M
|
152K
$4.12M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.65K- 3.33% |
$98.7K - $104K
|
106K
$2.87M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5+ 0.82% |
$135 - $143
|
614
$16.6K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5+ 250.0% |
$135 - $143
|
7
$190
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.1K+ 1.45% |
$56.8K - $60K
|
147K
$3.99M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.5K- 17.62% |
$390K - $412K
|
67.6K
$1.83M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.84K- 11.97% |
$104K - $110K
|
28.2K
$764K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-200- 1.81% |
$5.4K - $5.71K
|
10.9K
$294K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.13K+ 14.37% |
$57.6K - $60.8K
|
17K
$460K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.96K- 28.19% |
$79.9K - $84.4K
|
7.53K
$204K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.12K- 7.09% |
$30.1K - $31.8K
|
14.6K
$396K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
58.7KNew |
$1.58M - $1.67M
|
58.7K
$1.59M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-470- 0.41% |
$12.7K - $13.4K
|
115K
$3.1M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
75New |
$2.03K - $2.14K
|
75
$2.03K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-143K- 92.33% |
$3.86M - $4.08M
|
11.9K
$322K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
95.5K+ 64.01% |
$2.58M - $2.72M
|
245K
$6.63M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
12.1KNew |
$326K - $344K
|
12.1K
$327K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6.29K+ 4.21% |
$170K - $179K
|
155K
$4.21M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.62KNew |
$260K - $274K
|
9.62K
$260K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.77K+ 18.18% |
$47.7K - $50.4K
|
11.5K
$311K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
27.2K+ 5.23% |
$734K - $775K
|
546K
$14.8M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.62K+ 17.14% |
$43.8K - $46.2K
|
11.1K
$300K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.96K- 19.28% |
$161K - $170K
|
24.9K
$676K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
282K+ 5693.34% |
$7.62M - $8.05M
|
287K
$7.78M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
67.9K+ 205.69% |
$1.83M - $1.94M
|
101K
$2.73M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
171K+ 70.17% |
$4.62M - $4.88M
|
415K
$11.2M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
7+ 29.17% |
$189 - $200
|
31
$840
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.39K+ 2.72% |
$119K - $125K
|
166K
$4.5M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
116+ 0.88% |
$3.13K - $3.31K
|
13.2K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
33MNew |
$892M - $943M
|
33M
$895M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.2K+ 5.7% |
$628K - $663K
|
431K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.26% |
$2.7K - $2.85K
|
37.9K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-25.4K- 12.74% |
$686K - $725K
|
174K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.7KNew |
$614K - $649K
|
22.7K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 2.17% |
$302K - $319K
|
527K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.25K+ 76.01% |
$196K - $207K
|
16.8K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 0.44% |
$1.62K - $1.71K
|
13.6K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
96+ 5.25% |
$2.59K - $2.74K
|
1.92K
$52.1K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-450- 6.06% |
$12.2K - $12.8K
|
6.97K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.9K- 9.01% |
$51.3K - $54.2K
|
19.2K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.8K- 1.58% |
$48.5K - $51.3K
|
112K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
65+ 0.34% |
$1.76K - $1.86K
|
19K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-500- 2.91% |
$13.5K - $14.3K
|
16.7K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57.1K- 25.35% |
$1.54M - $1.63M
|
168K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.38K- 1.46% |
$37.2K - $39.4K
|
93.1K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
970K+ 102.6% |
$26.2M - $27.7M
|
1.92M
$51.9M
|