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 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
855+ 4.5% |
$20.8K - $23.8K
|
19.9K
$546K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400New |
$9.73K - $11.1K
|
400
$11K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
431K+ 1.11% |
$10.5M - $12M
|
39.2M
$1.08B
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.06K+ 0.81% |
$25.8K - $29.6K
|
132K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
19.2K+ 60.24% |
$468K - $536K
|
51.2K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-51.3K- 49.86% |
$1.25M - $1.43M
|
51.6K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
28.4K+ 37.11% |
$690K - $791K
|
105K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.38K+ 4.41% |
$131K - $150K
|
127K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-114K- 32.72% |
$2.78M - $3.19M
|
235K
$6.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-10.5K- 15.85% |
$257K - $294K
|
56K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.6K+ 2.2% |
$378K - $433K
|
723K
$19.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.2K+ 4.51% |
$29.2K - $33.4K
|
27.8K
$764K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.05K- 4.19% |
$49.9K - $57.2K
|
47K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
15.5K+ 73.39% |
$378K - $433K
|
36.7K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
93.7K+ 18.17% |
$2.28M - $2.61M
|
609K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-20K- 50.68% |
$487K - $558K
|
19.5K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
30.4KNew |
$739K - $847K
|
30.4K
$835K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20.3K+ 43.59% |
$495K - $567K
|
67K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.8K- 1.6% |
$43.8K - $50.2K
|
111K
$3.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.41K- 7.95% |
$83K - $95.1K
|
39.5K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.1K+ 13.24% |
$99.6K - $114K
|
35K
$963K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
319+ 1.5% |
$7.76K - $8.89K
|
21.6K
$593K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
58+ 0.14% |
$1.41K - $1.62K
|
40.2K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 0.54% |
$26K - $29.8K
|
198K
$5.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.83K- 35.86% |
$142K - $162K
|
10.4K
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
15.7K+ 41.61% |
$381K - $437K
|
53.4K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
375+ 4.64% |
$9.12K - $10.5K
|
8.46K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
28.2K+ 75.61% |
$685K - $785K
|
65.4K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-27.3K- 24.77% |
$664K - $761K
|
82.9K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.7K- 0.97% |
$41.2K - $47.2K
|
173K
$4.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.97KNew |
$194K - $222K
|
7.97K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
49.8K+ 29.28% |
$1.21M - $1.39M
|
220K
$6.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
9.19K+ 2.66% |
$224K - $256K
|
354K
$9.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
61+ 0.66% |
$1.48K - $1.7K
|
9.25K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-954K- 49.79% |
$23.2M - $26.6M
|
962K
$26.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
8.51K+ 13.08% |
$207K - $237K
|
73.6K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-3.01K- 2.48% |
$73.1K - $83.8K
|
118K
$3.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
17.2K+ 23.5% |
$418K - $479K
|
90.2K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14.4K+ 8.31% |
$351K - $402K
|
188K
$5.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
6.53K+ 1.36% |
$159K - $182K
|
486K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
14.4K+ 5.82% |
$351K - $402K
|
262K
$7.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.89K- 8.19% |
$70.2K - $80.4K
|
32.4K
$889K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.15% |
$292 - $334
|
7.84K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-58.5K- 12.37% |
$1.42M - $1.63M
|
414K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
258K+ 24.06% |
$6.26M - $7.18M
|
1.33M
$36.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-26.9K- 13.97% |
$654K - $750K
|
166K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-102K- 97.11% |
$2.47M - $2.83M
|
3.02K
$82.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
26.6K+ 73769.44% |
$646K - $740K
|
26.6K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.03K- 15.67% |
$49.3K - $56.5K
|
10.9K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
108KNew |
$2.63M - $3.01M
|
108K
$2.97M
|