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
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
5.85K+ 2.65% |
$158K - $167K
|
227K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-830- 1.72% |
$22.4K - $23.7K
|
47.4K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.2K+ 3.33% |
$438K - $463K
|
503K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.6K- 57.2% |
$1.66M - $1.76M
|
46.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.28K+ 1.49% |
$143K - $151K
|
360K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 3.66% |
$29.8K - $31.5K
|
29K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
204+ 1.45% |
$5.51K - $5.82K
|
14.3K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
15.1K+ 61.31% |
$407K - $430K
|
39.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-97- 0.05% |
$2.62K - $2.77K
|
186K
$5.04M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.7K+ 10.27% |
$452K - $478K
|
180K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-922- 6.04% |
$24.9K - $26.3K
|
14.3K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.26K+ 2.61% |
$61.2K - $64.6K
|
89K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.4K+ 3.54% |
$280K - $296K
|
303K
$8.21M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20.5K+ 2.7% |
$553K - $584K
|
779K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.78K+ 0.72% |
$75K - $79.3K
|
389K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.12% |
$270 - $285
|
8.55K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
38.7KNew |
$1.05M - $1.11M
|
38.7K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.92K+ 7.38% |
$106K - $112K
|
57K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50+ 0.53% |
$1.35K - $1.43K
|
9.4K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
16.8K+ 7.25% |
$453K - $479K
|
248K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-3.55K- 3.9% |
$96K - $101K
|
87.7K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.19K+ 5.15% |
$221K - $234K
|
167K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
21.2K+ 12.18% |
$573K - $605K
|
195K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
14.5K+ 16.76% |
$392K - $414K
|
101K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.69K+ 6.03% |
$181K - $191K
|
118K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-99- 0.6% |
$2.67K - $2.83K
|
16.5K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13.2K+ 7.37% |
$357K - $377K
|
193K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
267+ 2.63% |
$7.21K - $7.62K
|
10.4K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.87K- 20.55% |
$50.6K - $53.4K
|
7.24K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
502+ 3.04% |
$13.6K - $14.3K
|
17K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19.3K- 23.37% |
$520K - $550K
|
63.2K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-761- 6.77% |
$20.6K - $21.7K
|
10.5K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
412+ 2.06% |
$11.1K - $11.8K
|
20.5K
$554K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2+ 0.03% |
$54 - $57.1
|
7.88K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.1K+ 54.72% |
$623K - $658K
|
65.2K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
660KNew |
$17.8M - $18.8M
|
660K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.4M- 29.94% |
$37.8M - $39.9M
|
3.27M
$88.7M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
760+ 1.43% |
$20.5K - $21.7K
|
54K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
77.6K+ 24.91% |
$2.1M - $2.22M
|
389K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.44K- 3.2% |
$174K - $184K
|
194K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.01% |
$54 - $57.1
|
27.9K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.84K- 7.06% |
$49.8K - $52.6K
|
24.2K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
72.7K+ 9.02% |
$1.96M - $2.07M
|
879K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
12.8K+ 11.22% |
$346K - $366K
|
127K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
382+ 1.98% |
$10.3K - $10.9K
|
19.7K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
190K+ 64.86% |
$5.14M - $5.43M
|
483K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 0.65% |
$3.06M - $3.23M
|
17.5M
$475M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
51.2K+ 17.41% |
$1.38M - $1.46M
|
345K
$9.35M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-15K- 7.09% |
$404K - $427K
|
196K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
35New |
$945 - $999
|
35
$948
|