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 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.45KNew |
$230K - $263K
|
9.45K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-572K- 1.94% |
$13.9M - $15.9M
|
29M
$796M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9.13K+ 1.52% |
$222K - $254K
|
609K
$16.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10K+ 30.85% |
$243K - $279K
|
42.4K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-72- 0.28% |
$1.75K - $2.01K
|
25.8K
$709K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 0.48% |
$1.22K - $1.39K
|
10.6K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-661- 0.03% |
$16.1K - $18.4K
|
2.35M
$64.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 25.37% |
$284K - $326K
|
57.8K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
27.2KNew |
$662K - $759K
|
27.2K
$748K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.62K- 6.83% |
$88.1K - $101K
|
49.4K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
233+ 1.04% |
$5.67K - $6.49K
|
22.7K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.26K+ 0.57% |
$30.5K - $35K
|
222K
$6.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
15.9K+ 3.25% |
$386K - $442K
|
503K
$13.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
66.8K+ 3.79% |
$1.63M - $1.86M
|
1.83M
$50.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-175K- 1.82% |
$4.27M - $4.89M
|
9.46M
$260M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.48% |
$48.6 - $55.7
|
418
$11.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-34.5K- 27.11% |
$838K - $960K
|
92.7K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
10.9K+ 22.4% |
$264K - $303K
|
59.4K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 0.32% |
$436K - $500K
|
5.65M
$155M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
11.8KNew |
$287K - $329K
|
11.8K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-19- 0.02% |
$462 - $530
|
81.1K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-659- 0.09% |
$16K - $18.4K
|
731K
$20.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
123K+ 35.23% |
$2.99M - $3.43M
|
472K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
548+ 0.31% |
$13.3K - $15.3K
|
177K
$4.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-8.82K- 3.48% |
$214K - $246K
|
244K
$6.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.39K+ 2.12% |
$180K - $206K
|
355K
$9.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-9.99K- 44.73% |
$243K - $278K
|
12.3K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6.72K- 3.86% |
$163K - $187K
|
167K
$4.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.64K+ 11.91% |
$39.9K - $45.7K
|
15.4K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.43K+ 15.23% |
$83.3K - $95.5K
|
25.9K
$712K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-308- 0.35% |
$7.49K - $8.58K
|
88.2K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
51.1K+ 62.21% |
$1.24M - $1.42M
|
133K
$3.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.04K+ 140.54% |
$25.3K - $29K
|
1.78K
$48.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-6.58K- 25.92% |
$160K - $183K
|
18.8K
$517K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.6K- 16.0% |
$185K - $212K
|
39.9K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-13.4K- 7.78% |
$325K - $372K
|
158K
$4.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-382- 0.34% |
$9.29K - $10.6K
|
111K
$3.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28New |
$681 - $780
|
28
$769
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-28.1K- 75.1% |
$683K - $783K
|
9.31K
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-277K- 96.37% |
$6.73M - $7.71M
|
10.4K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
9.87K+ 3.29% |
$240K - $275K
|
310K
$8.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
104K+ 38.39% |
$2.53M - $2.89M
|
374K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32.6K+ 3.39% |
$794K - $910K
|
997K
$27.4M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.7K- 6.18% |
$478K - $548K
|
299K
$8.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
546+ 0.9% |
$13.3K - $15.2K
|
61.4K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
6.36K+ 4.62% |
$155K - $177K
|
144K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 15.61% |
$25K - $28.7K
|
5.57K
$153K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
30.5K+ 282.08% |
$743K - $851K
|
41.4K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
420+ 0.83% |
$10.2K - $11.7K
|
51K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.95K+ 13.83% |
$193K - $222K
|
65.4K
$1.8M
|