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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.9K+ 4.7% |
$564K - $596K
|
465K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.02K- 3.58% |
$27.6K - $29.2K
|
27.6K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.9K+ 62.56% |
$403K - $426K
|
38.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.45K+ 29.93% |
$93.2K - $98.4K
|
15K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
89.2K+ 110.45% |
$2.41M - $2.55M
|
170K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
481+ 6.19% |
$13K - $13.7K
|
8.25K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-170- 6.49% |
$4.59K - $4.85K
|
2.45K
$66.4K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
16.4KNew |
$442K - $467K
|
16.4K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
386K+ 1464.08% |
$10.4M - $11M
|
412K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
97.5K+ 58.99% |
$2.63M - $2.78M
|
263K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$2.7K - $2.85K
|
100
$2.71K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
764+ 6.84% |
$20.6K - $21.8K
|
11.9K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-120- 3.76% |
$3.24K - $3.42K
|
3.07K
$83.1K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
42.5K+ 50.64% |
$1.15M - $1.21M
|
126K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-87.4K- 10.62% |
$2.36M - $2.49M
|
735K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
8.83K+ 107.24% |
$238K - $252K
|
17.1K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
219K+ 443.95% |
$5.93M - $6.26M
|
269K
$7.29M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
56.4K+ 5.45% |
$1.52M - $1.61M
|
1.09M
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
60.6K+ 241.42% |
$1.64M - $1.73M
|
85.7K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.04K- 3.59% |
$190K - $201K
|
189K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
48.5K+ 49.83% |
$1.31M - $1.38M
|
146K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49K+ 3.41% |
$1.32M - $1.4M
|
1.49M
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21KNew |
$568K - $601K
|
21K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.98K+ 11.2% |
$161K - $171K
|
59.4K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-404- 0.31% |
$10.9K - $11.5K
|
131K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.31K- 4.3% |
$35.4K - $37.4K
|
29.2K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.1K- 0.14% |
$56.7K - $59.9K
|
1.46M
$39.5M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
56.6K+ 258.87% |
$1.53M - $1.61M
|
78.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.21MNew |
$32.6M - $34.5M
|
1.21M
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
21+ 0.05% |
$567 - $599
|
45.2K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-70.7K- 73.87% |
$1.91M - $2.02M
|
25K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-104K- 45.23% |
$2.82M - $2.98M
|
126K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$84K - $88.7K
|
3.11K
$84.2K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$601K - $635K
|
22.3K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
95K+ 92.71% |
$2.56M - $2.71M
|
197K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-8.29K- 2.36% |
$224K - $237K
|
343K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.75K- 11.35% |
$101K - $107K
|
29.3K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
68.2K+ 12.57% |
$1.84M - $1.95M
|
611K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150K+ 3.46% |
$4.05M - $4.28M
|
4.48M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-108K- 55.38% |
$2.92M - $3.09M
|
87.1K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.3K+ 54.79% |
$143K - $151K
|
15K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.2K+ 62.46% |
$518K - $548K
|
49.9K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.23KNew |
$195K - $206K
|
7.23K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-750K- 99.03% |
$20.3M - $21.4M
|
7.36K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
799+ 3.65% |
$21.6K - $22.8K
|
22.7K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-131K- 15.11% |
$3.54M - $3.74M
|
737K
$20M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
26K+ 199.69% |
$702K - $741K
|
39K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
197+ 22.88% |
$5.32K - $5.62K
|
1.06K
$28.7K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.18K+ 1.79% |
$58.8K - $62.2K
|
124K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-1.75K- 7.26% |
$47.2K - $49.9K
|
22.3K
$605K
|