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 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-37.4K- 4.95% |
$909K - $1.04M
|
717K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18.6K+ 7.09% |
$453K - $519K
|
281K
$7.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
865+ 1.44% |
$21K - $24.1K
|
60.7K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
85+ 0.78% |
$2.07K - $2.37K
|
11K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
47.7K+ 2.71% |
$1.16M - $1.33M
|
1.81M
$49.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 10.64% |
$314K - $360K
|
134K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
7.8K+ 11.17% |
$190K - $217K
|
77.6K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
18.7KNew |
$455K - $521K
|
18.7K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 5.11% |
$600K - $688K
|
508K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-519K- 100.0% |
$12.6M - $14.5M
|
3
$82.4
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-12.3K- 49.97% |
$300K - $343K
|
12.3K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-19.8K- 6.55% |
$483K - $553K
|
283K
$7.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.49K+ 3.68% |
$60.6K - $69.4K
|
70.2K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.13KNew |
$27.4K - $31.4K
|
1.13K
$31K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-11.6K- 23.05% |
$281K - $323K
|
38.6K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-19- 6.46% |
$462 - $530
|
275
$7.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
565New |
$13.7K - $15.7K
|
565
$15.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
105KNew |
$2.56M - $2.93M
|
105K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.61K+ 1.58% |
$87.8K - $101K
|
233K
$6.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.25K- 26.91% |
$176K - $202K
|
19.7K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
11+ 0.25% |
$268 - $307
|
4.42K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
821+ 3.6% |
$20K - $22.9K
|
23.6K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-195K- 88.18% |
$4.75M - $5.44M
|
26.2K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
242K+ 5.53% |
$5.9M - $6.76M
|
4.63M
$127M
|
|
|
Aug 13, 2025
Q2 2025
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
27.7K+ 15.65% |
$674K - $772K
|
205K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.53K- 6.61% |
$61.5K - $70.5K
|
35.8K
$982K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.96K- 15.29% |
$47.6K - $54.5K
|
10.8K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-46.6K- 15.09% |
$1.13M - $1.3M
|
262K
$7.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-16.6K- 3.44% |
$404K - $463K
|
466K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7.63KNew |
$186K - $213K
|
7.63K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.01K- 7.5% |
$73.1K - $83.7K
|
37K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.36K- 10.65% |
$179K - $205K
|
61.8K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
55.9KNew |
$1.36M - $1.56M
|
55.9K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-435K- 5.74% |
$10.6M - $12.1M
|
7.15M
$196M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23K- 7.61% |
$559K - $640K
|
279K
$7.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.48K+ 4.15% |
$84.5K - $96.9K
|
87.3K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 189.72% |
$530K - $607K
|
33.3K
$914K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.37K+ 2.18% |
$131K - $150K
|
252K
$6.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.7K+ 90.62% |
$284K - $325K
|
24.6K
$675K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-9.89K- 3.86% |
$241K - $276K
|
246K
$6.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.15KNew |
$76.5K - $87.7K
|
3.15K
$86.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-22.5K- 1.22% |
$546K - $626K
|
1.82M
$49.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-11.7K- 1.95% |
$285K - $327K
|
590K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
124+ 9.72% |
$3.02K - $3.46K
|
1.4K
$38.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-3.72K- 6.34% |
$90.6K - $104K
|
55K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.07K+ 3.85% |
$98.9K - $113K
|
110K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
39.9K+ 9.97% |
$970K - $1.11M
|
440K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
16.8K+ 4.05% |
$408K - $468K
|
432K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-21.8K- 11.73% |
$530K - $608K
|
164K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.6K- 0.55% |
$257K - $295K
|
1.92M
$52.6M
|