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
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 2.68% |
$2.43K - $2.79K
|
3.83K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
16.9K+ 3.96% |
$411K - $471K
|
443K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.21K- 2.51% |
$151K - $173K
|
241K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.9K+ 25.24% |
$265K - $304K
|
54.1K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-98.6K- 26.38% |
$2.4M - $2.75M
|
275K
$7.56M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.6K+ 11.57% |
$38.8K - $44.5K
|
15.4K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-205K- 18.47% |
$4.99M - $5.72M
|
906K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-40K- 20.01% |
$973K - $1.11M
|
160K
$4.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-25.8K- 20.24% |
$627K - $718K
|
102K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.29K+ 10.59% |
$129K - $147K
|
55.2K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
59.7KNew |
$1.45M - $1.66M
|
59.7K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
110+ 0.04% |
$2.68K - $3.07K
|
249K
$6.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
11.1K+ 15.3% |
$269K - $308K
|
83.3K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-360- 1.57% |
$8.76K - $10K
|
22.6K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
20.9K+ 10.29% |
$509K - $584K
|
225K
$6.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.88KNew |
$143K - $164K
|
5.88K
$162K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.59K- 0.33% |
$87.3K - $100K
|
1.09M
$30M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
15.4K+ 2.59% |
$374K - $428K
|
610K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-154K- 25.07% |
$3.74M - $4.29M
|
460K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-1.48K- 2.3% |
$36.1K - $41.4K
|
63.1K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
33.6K+ 7.94% |
$817K - $937K
|
457K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.27K+ 8.87% |
$79.4K - $91K
|
40.1K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.98K- 3.66% |
$48K - $55K
|
52K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-42.9K- 16.6% |
$1.04M - $1.2M
|
215K
$5.92M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.16K+ 4.59% |
$28.1K - $32.2K
|
26.4K
$725K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-869- 0.39% |
$21.1K - $24.2K
|
222K
$6.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.6KNew |
$38.9K - $44.6K
|
1.6K
$44K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
70.1K+ 4.43% |
$1.7M - $1.95M
|
1.65M
$45.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30.5K+ 3.91% |
$742K - $850K
|
810K
$22.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-4.53K- 29.72% |
$110K - $126K
|
10.7K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-373- 1.79% |
$9.07K - $10.4K
|
20.5K
$564K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-29- 0.09% |
$705 - $808
|
31.3K
$860K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.35K+ 5.08% |
$81.5K - $93.4K
|
69.3K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.6K- 1.33% |
$671K - $768K
|
2.05M
$56.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-26.5K- 12.49% |
$644K - $738K
|
186K
$5.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
929+ 13.02% |
$22.6K - $25.9K
|
8.06K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
12.3KNew |
$298K - $342K
|
12.3K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.18K- 5.83% |
$150K - $172K
|
99.9K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.18K- 1.65% |
$28.8K - $33K
|
70.3K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
75KNew |
$1.82M - $2.09M
|
75K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-6.35K- 5.96% |
$154K - $177K
|
100K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.32K+ 4.56% |
$154K - $176K
|
145K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-23.3K- 4.23% |
$567K - $650K
|
528K
$14.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.01K+ 1.21% |
$122K - $139K
|
419K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
245K+ 286.1% |
$5.96M - $6.83M
|
331K
$9.09M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-51.8K- 46.07% |
$1.26M - $1.44M
|
60.7K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
107K+ 6.66% |
$2.6M - $2.98M
|
1.71M
$47.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.33K- 25.12% |
$80.9K - $92.7K
|
9.92K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-65.5K- 40.9% |
$1.59M - $1.82M
|
94.6K
$2.6M
|