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 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.65KNew |
$126K - $133K
|
4.65K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
7.09K+ 3.61% |
$192K - $202K
|
204K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 1.07% |
$77K - $81.3K
|
268K
$7.27M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10K- 86.9% |
$271K - $286K
|
1.51K
$40.9K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.71K- 5.32% |
$127K - $134K
|
83.7K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.22K+ 10.5% |
$32.9K - $34.8K
|
12.8K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-499- 6.03% |
$13.5K - $14.2K
|
7.77K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
89.3K+ 20.05% |
$2.41M - $2.55M
|
535K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.7K- 6.12% |
$1.32M - $1.39M
|
748K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 13.71% |
$382K - $404K
|
89.1K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 1.42% |
$355K - $375K
|
941K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-373- 2.8% |
$10.1K - $10.6K
|
12.9K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
186K+ 65.9% |
$5.02M - $5.31M
|
468K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6.93K+ 18.19% |
$187K - $198K
|
45.1K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.46K+ 3.89% |
$147K - $156K
|
146K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
115K+ 7.76% |
$3.1M - $3.28M
|
1.59M
$43.2M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.1K+ 5.02% |
$83.6K - $88.4K
|
64.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
52.2K+ 235.14% |
$1.41M - $1.49M
|
74.4K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-101K- 28.85% |
$2.73M - $2.88M
|
249K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-54.5K- 20.86% |
$1.47M - $1.56M
|
207K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
210K+ 5.26% |
$5.67M - $5.99M
|
4.2M
$114M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.4M- 35.03% |
$470M - $496M
|
32.2M
$873M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
2KNew |
$54K - $57.1K
|
2K
$54.2K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
886K+ 3.11% |
$23.9M - $25.3M
|
29.4M
$795M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
730+ 0.21% |
$19.7K - $20.8K
|
354K
$9.59M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-6.12K- 1.02% |
$165K - $175K
|
594K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.2KNew |
$788K - $832K
|
29.2K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-2.03K- 7.73% |
$54.9K - $58K
|
24.3K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.01K- 6.2% |
$54.4K - $57.5K
|
30.5K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1K- 37.04% |
$27K - $28.5K
|
1.7K
$46.1K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.11K+ 0.19% |
$111K - $117K
|
2.14M
$58.1M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2.16K+ 16.13% |
$58.3K - $61.6K
|
15.6K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
58K+ 25.5% |
$1.57M - $1.66M
|
286K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.38K+ 7.7% |
$226K - $239K
|
117K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
115K+ 35.04% |
$3.1M - $3.27M
|
442K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.12K+ 10.15% |
$57.3K - $60.5K
|
23K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-66- 0.81% |
$1.78K - $1.88K
|
8.08K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.37K+ 11.01% |
$36.9K - $39K
|
13.8K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
260+ 0.4% |
$7.02K - $7.42K
|
66K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.71K- 0.13% |
$154K - $163K
|
4.39M
$119M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-229K- 14.5% |
$6.19M - $6.54M
|
1.35M
$36.6M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.1K- 6.41% |
$56.7K - $59.9K
|
30.7K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.52% |
$27 - $28.5
|
194
$5.26K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
85+ 0.89% |
$2.3K - $2.43K
|
9.64K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.06K+ 19.41% |
$191K - $202K
|
43.5K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 31.36% |
$278K - $294K
|
43.1K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85K+ 0.94% |
$2.29M - $2.42M
|
9.16M
$248M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-870- 4.0% |
$23.5K - $24.8K
|
20.9K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
635+ 2.61% |
$17.2K - $18.1K
|
24.9K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.1K+ 0.31% |
$679K - $717K
|
8.24M
$223M
|