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 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
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
17.3K+ 28.08% |
$466K - $492K
|
78.7K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.4KNew |
$685K - $724K
|
25.4K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-120K- 11.9% |
$3.23M - $3.42M
|
886K
$24M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.4K+ 9.64% |
$442K - $467K
|
186K
$5.04M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
82.7KNew |
$2.23M - $2.36M
|
82.7K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
13.4K+ 18.94% |
$362K - $383K
|
84.2K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.51K+ 48.15% |
$176K - $186K
|
20K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.46K+ 8.01% |
$120K - $127K
|
60.1K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.3K+ 7.29% |
$873K - $922K
|
476K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-1.9K- 2.82% |
$51.3K - $54.2K
|
65.5K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-459K- 2.52% |
$12.4M - $13.1M
|
17.8M
$481M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.77K- 22.98% |
$74.8K - $79.1K
|
9.29K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
127K+ 403.59% |
$3.43M - $3.62M
|
158K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-146K- 10.52% |
$3.94M - $4.16M
|
1.24M
$33.6M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.78K+ 28.74% |
$75K - $79.3K
|
12.4K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
302KNew |
$8.15M - $8.61M
|
302K
$8.18M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
24.3K+ 2.29% |
$657K - $694K
|
1.09M
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50K+ 38.81% |
$1.35M - $1.43M
|
179K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-1.05K- 4.98% |
$28.4K - $30K
|
20.1K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
710+ 8.89% |
$19.2K - $20.3K
|
8.7K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.12K- 0.35% |
$84.3K - $89K
|
882K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
27.5K+ 1.49% |
$742K - $784K
|
1.87M
$50.6M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
153K+ 214.35% |
$4.13M - $4.37M
|
224K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
44.4K+ 3.38% |
$1.2M - $1.27M
|
1.36M
$36.8M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 4.7% |
$544K - $575K
|
449K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
7.97K+ 473.34% |
$215K - $227K
|
9.66K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
974+ 0.47% |
$26.3K - $27.8K
|
207K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-216- 3.14% |
$5.83K - $6.16K
|
6.67K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
32.9KNew |
$888K - $938K
|
32.9K
$890K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17.6K+ 0.92% |
$474K - $501K
|
1.93M
$52.2M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.05% |
$216 - $228
|
17.2K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-10.2K- 5.99% |
$276K - $291K
|
160K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.43K- 36.13% |
$120K - $126K
|
7.82K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
3.63K+ 2.15% |
$98.2K - $104K
|
173K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.79K- 89.6% |
$102K - $108K
|
440
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
12.6K+ 58.14% |
$340K - $359K
|
34.2K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-59.4K- 14.25% |
$1.6M - $1.69M
|
357K
$9.68M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.69K+ 117.03% |
$235K - $248K
|
16.1K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3K- 1.67% |
$81K - $85.6K
|
177K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.76K- 4.4% |
$47.5K - $50.2K
|
38.3K
$1.04M
|