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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
63.2K+ 27.37% |
$1.67M - $1.77M
|
294K
$8.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.3K+ 0.56% |
$1.01M - $1.07M
|
6.89M
$188M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
152+ 0.86% |
$4.01K - $4.25K
|
17.8K
$486K
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
16+ 0.17% |
$422 - $447
|
9.58K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-94- 2.57% |
$2.48K - $2.63K
|
3.56K
$97K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
31.5KNew |
$831K - $881K
|
31.5K
$858K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-7.06K- 26.75% |
$186K - $197K
|
19.3K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
2.59K+ 5.57% |
$68.3K - $72.3K
|
49K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.1K- 0.59% |
$320K - $339K
|
2.04M
$55.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-11.9K- 10.6% |
$315K - $333K
|
101K
$2.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-903- 9.15% |
$23.8K - $25.2K
|
8.97K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9.48K- 36.94% |
$250K - $265K
|
16.2K
$441K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
52.6K+ 74.02% |
$1.39M - $1.47M
|
124K
$3.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.84K- 2.65% |
$48.5K - $51.3K
|
67.6K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
835New |
$22K - $23.3K
|
835
$22.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-173- 1.05% |
$4.56K - $4.84K
|
16.3K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
66+ 0.33% |
$1.74K - $1.84K
|
20.3K
$553K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
747+ 0.58% |
$19.7K - $20.9K
|
129K
$3.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.45K+ 2.59% |
$64.6K - $68.4K
|
97.1K
$2.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.12K+ 2.29% |
$82.3K - $87.2K
|
139K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
21.2K+ 19.86% |
$558K - $591K
|
128K
$3.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.4K+ 0.7% |
$353K - $374K
|
1.92M
$52.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.91K+ 13.37% |
$130K - $137K
|
41.6K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 0.47% |
$2.64K - $2.8K
|
21.3K
$581K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-67K- 60.64% |
$1.77M - $1.87M
|
43.5K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-86.1K- 16.05% |
$2.27M - $2.41M
|
450K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.1K+ 11.32% |
$55.4K - $58.7K
|
20.6K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-151K- 42.34% |
$3.97M - $4.21M
|
205K
$5.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
42.8K+ 5.82% |
$1.13M - $1.2M
|
778K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-270K- 91.34% |
$7.13M - $7.56M
|
25.6K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100+ 270.27% |
$2.64K - $2.8K
|
137
$3.73K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
9.74K+ 10.79% |
$257K - $272K
|
100K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-5.24K- 4.86% |
$138K - $146K
|
103K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12.1K+ 12.24% |
$319K - $338K
|
111K
$3.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-1.68K- 16.4% |
$44.2K - $46.9K
|
8.55K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
94K+ 69.89% |
$2.48M - $2.63M
|
228K
$6.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30.6KNew |
$806K - $854K
|
30.6K
$832K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-120K- 29.68% |
$3.16M - $3.35M
|
284K
$7.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
160K+ 12.47% |
$4.23M - $4.48M
|
1.45M
$39.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.5K+ 5.97% |
$251K - $265K
|
169K
$4.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.92M- 7.45% |
$77.1M - $81.7M
|
36.3M
$989M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-18.5K- 7.68% |
$488K - $517K
|
222K
$6.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.1K- 3.8% |
$29.1K - $30.8K
|
27.9K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
48.7K+ 3.8% |
$1.29M - $1.36M
|
1.33M
$36.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-227- 2.58% |
$5.99K - $6.34K
|
8.59K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-305- 1.1% |
$8.05K - $8.52K
|
27.5K
$749K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-106K- 37.46% |
$2.8M - $2.97M
|
177K
$4.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.6K- 0.96% |
$571K - $605K
|
2.22M
$60.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.27M- 31.72% |
$59.8M - $63.4M
|
4.88M
$133M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 16.36% |
$358K - $379K
|
69.4K
$1.89M
|
|