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
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
360+ 0.15% |
$9.5K - $10.1K
|
244K
$6.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.14K+ 12.86% |
$30K - $31.8K
|
10K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-36.8K- 21.39% |
$970K - $1.03M
|
135K
$3.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.59K- 20.61% |
$68.4K - $72.5K
|
9.99K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.03K+ 6.88% |
$185K - $196K
|
109K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7.49K+ 3.68% |
$198K - $209K
|
211K
$5.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
36New |
$950 - $1.01K
|
36
$981
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.22K- 2.47% |
$84.9K - $90K
|
127K
$3.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.51K+ 7.04% |
$225K - $238K
|
129K
$3.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.56K- 0.88% |
$41.2K - $43.7K
|
176K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
118K+ 6.52% |
$3.13M - $3.31M
|
1.93M
$52.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2K- 5.73% |
$52.6K - $55.8K
|
32.8K
$894K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-421- 1.62% |
$11.1K - $11.8K
|
25.5K
$695K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
351+ 12.9% |
$9.26K - $9.81K
|
3.07K
$83.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.32K+ 10.31% |
$87.6K - $92.8K
|
35.5K
$968K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-449K- 89.11% |
$11.8M - $12.5M
|
54.8K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-2.91K- 23.56% |
$76.7K - $81.3K
|
9.43K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.18K+ 0.87% |
$57.4K - $60.8K
|
251K
$6.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-4.23K- 1.81% |
$111K - $118K
|
230K
$6.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.11M- 6.31% |
$29.2M - $30.9M
|
16.4M
$447M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.3K- 1.0% |
$351K - $372K
|
1.32M
$35.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 0.3% |
$1.32K - $1.4K
|
16.6K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
6.66K+ 11.15% |
$176K - $186K
|
66.4K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.48K+ 16.78% |
$197K - $209K
|
52.1K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
4.7K+ 7.74% |
$124K - $131K
|
65.4K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.23K+ 1.47% |
$32.5K - $34.5K
|
84.9K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.21K- 7.54% |
$84.7K - $89.7K
|
39.4K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-134K- 25.09% |
$3.54M - $3.75M
|
400K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.88K+ 49.05% |
$102K - $108K
|
11.8K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.21KNew |
$32K - $33.9K
|
1.21K
$33.1K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100K+ 11.95% |
$2.65M - $2.81M
|
941K
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
484+ 3.14% |
$12.8K - $13.5K
|
15.9K
$433K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-361- 1.34% |
$9.52K - $10.1K
|
26.6K
$725K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
62+ 12.81% |
$1.64K - $1.73K
|
546
$14.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.92K+ 3.04% |
$77.1K - $81.7K
|
99K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-522- 6.55% |
$13.8K - $14.6K
|
7.45K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.31KNew |
$34.5K - $36.5K
|
1.31K
$35.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-198K- 18.13% |
$5.23M - $5.54M
|
895K
$24.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
243K+ 27.87% |
$6.41M - $6.79M
|
1.12M
$30.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-18.9K- 11.5% |
$498K - $528K
|
145K
$3.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.34K- 12.33% |
$88.2K - $93.4K
|
23.8K
$647K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-42.1K- 13.61% |
$1.11M - $1.18M
|
267K
$7.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.95K+ 11.54% |
$77.8K - $82.4K
|
28.5K
$777K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65K+ 4.4% |
$123K - $130K
|
110K
$3.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-633- 3.21% |
$16.7K - $17.7K
|
19.1K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-18.6K- 27.4% |
$491K - $521K
|
49.3K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
9.83K+ 17.59% |
$259K - $275K
|
65.7K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-8.18K- 14.69% |
$216K - $229K
|
47.5K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
156+ 1.5% |
$4.12K - $4.36K
|
10.6K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22.2K- 2.74% |
$584K - $619K
|
788K
$21.5M
|
|