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
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.51K+ 186.89% |
$61K - $69.9K
|
3.85K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.17K- 18.53% |
$150K - $172K
|
27.1K
$745K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-37.4K- 20.82% |
$910K - $1.04M
|
142K
$3.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-637K- 3.58% |
$15.5M - $17.7M
|
17.1M
$471M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
211KNew |
$5.14M - $5.89M
|
211K
$5.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
22.6K+ 4.4% |
$548K - $629K
|
535K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.88K+ 14.92% |
$240K - $275K
|
76.1K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.8K+ 3.79% |
$359K - $411K
|
404K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-18- 0.09% |
$438 - $502
|
19.7K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
75.3K+ 38.56% |
$1.83M - $2.1M
|
271K
$7.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
72.1K+ 71.39% |
$1.75M - $2.01M
|
173K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.79K+ 17.72% |
$67.9K - $77.8K
|
18.5K
$509K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.75K- 46.17% |
$188K - $216K
|
9.03K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
21.6K+ 25.54% |
$524K - $601K
|
106K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
319+ 0.36% |
$7.76K - $8.89K
|
89.3K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.57K+ 5.58% |
$160K - $183K
|
124K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
48.2KNew |
$1.17M - $1.34M
|
48.2K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.14K+ 3.26% |
$52.1K - $59.7K
|
68K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
835KNew |
$20.3M - $23.3M
|
835K
$22.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.89K+ 42.33% |
$143K - $164K
|
19.8K
$544K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
8.83KNew |
$215K - $246K
|
8.83K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-9.64K- 21.09% |
$234K - $269K
|
36K
$991K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.03K+ 3.39% |
$220K - $252K
|
275K
$7.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
10.4KNew |
$253K - $290K
|
10.4K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-10.5K- 8.58% |
$257K - $294K
|
112K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.2K+ 4.17% |
$395K - $452K
|
405K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-6.16K- 2.04% |
$150K - $172K
|
296K
$8.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.98K+ 10.3% |
$96.7K - $111K
|
42.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-370- 2.15% |
$9K - $10.3K
|
16.8K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
457K+ 21.94% |
$11.1M - $12.7M
|
2.54M
$69.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.91% |
$97.3 - $111
|
444
$12.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
70New |
$1.7K - $1.95K
|
70
$1.92K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
440+ 3.43% |
$10.7K - $12.3K
|
13.3K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.89K+ 9.03% |
$143K - $164K
|
71.1K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
85K+ 33.04% |
$2.07M - $2.37M
|
342K
$9.41M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-11.7K- 19.08% |
$285K - $327K
|
49.8K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
26+ 0.28% |
$632 - $725
|
9.34K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26.1K- 0.46% |
$635K - $728K
|
5.59M
$154M
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-196- 0.67% |
$4.77K - $5.46K
|
29K
$796K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
380+ 0.25% |
$9.24K - $10.6K
|
152K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
250+ 173.61% |
$6.08K - $6.97K
|
394
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
267+ 0.62% |
$6.49K - $7.44K
|
43.1K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-30.5K- 8.96% |
$741K - $849K
|
310K
$8.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8.81K+ 52.6% |
$214K - $246K
|
25.6K
$702K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.64K+ 28.43% |
$64.2K - $73.6K
|
11.9K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-363- 3.46% |
$8.83K - $10.1K
|
10.1K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-39.2K- 12.36% |
$953K - $1.09M
|
278K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
61.7K+ 4.72% |
$1.5M - $1.72M
|
1.37M
$37.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.3K- 11.84% |
$300K - $343K
|
91.7K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-61- 0.57% |
$1.48K - $1.7K
|
10.6K
$290K
|