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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
429KNew |
$11.3M - $11.8M
|
429K
$11.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.99K- 17.05% |
$238K - $247K
|
43.7K
$1.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-578- 0.71% |
$15.3K - $15.9K
|
80.7K
$2.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-225K- 92.28% |
$5.96M - $6.2M
|
18.8K
$513K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-806- 4.41% |
$21.3K - $22.2K
|
17.5K
$475K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.16K- 10.06% |
$30.6K - $31.9K
|
10.3K
$282K
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.43K- 4.66% |
$37.8K - $39.4K
|
29.3K
$797K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-312- 3.41% |
$8.25K - $8.59K
|
8.83K
$240K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.34K- 0.73% |
$62K - $64.5K
|
319K
$8.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
202KNew |
$5.34M - $5.56M
|
202K
$5.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$7.93K - $8.26K
|
300
$8.17K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
26.9K+ 7.51% |
$711K - $741K
|
385K
$10.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.2K- 1.63% |
$31.7K - $33K
|
72.3K
$1.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16+ 0.05% |
$423 - $440
|
33.1K
$902K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.6K- 4.39% |
$148K - $154K
|
122K
$3.32M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
42+ 0.99% |
$1.11K - $1.16K
|
4.3K
$117K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
SELL
|
- |
-501- 75.57% |
$13.2K - $13.8K
|
162
$4.41K
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.14K- 0.82% |
$136K - $141K
|
620K
$16.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.76K- 13.01% |
$126K - $131K
|
31.8K
$866K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26.9K+ 24.53% |
$712K - $741K
|
137K
$3.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.07K+ 2.17% |
$54.6K - $56.8K
|
97.2K
$2.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-254- 1.68% |
$6.72K - $6.99K
|
14.9K
$406K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.09K- 4.91% |
$55.3K - $57.5K
|
40.5K
$1.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-560K- 18.08% |
$14.8M - $15.4M
|
2.54M
$69.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
30.1K+ 2.92% |
$797K - $830K
|
1.06M
$29M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 6.85% |
$330K - $344K
|
170K
$4.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.22K+ 11.0% |
$58.6K - $61.1K
|
22.4K
$610K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2K+ 21.51% |
$53K - $55.2K
|
11.3K
$308K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.4K+ 7.18% |
$116K - $121K
|
65.6K
$1.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.2KNew |
$296K - $308K
|
11.2K
$305K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-912K- 98.2% |
$24.1M - $25.1M
|
16.7K
$455K
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.81K- 20.76% |
$74.4K - $77.4K
|
10.7K
$292K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-10.2K- 2.22% |
$269K - $280K
|
448K
$12.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
25.8KNew |
$682K - $710K
|
25.8K
$703K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-75.5K- 11.0% |
$2M - $2.08M
|
611K
$16.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15.5KNew |
$411K - $428K
|
15.5K
$423K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.4K+ 2.25% |
$380K - $396K
|
653K
$17.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-553- 0.79% |
$14.6K - $15.2K
|
69K
$1.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.6K+ 4.63% |
$386K - $402K
|
330K
$9M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
842+ 1.96% |
$22.3K - $23.2K
|
43.9K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
16.9K+ 195.93% |
$447K - $466K
|
25.5K
$696K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
6.74K+ 3.71% |
$178K - $186K
|
189K
$5.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
101+ 1.0% |
$2.67K - $2.78K
|
10.2K
$278K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.17% |
$449 - $468
|
10.3K
$280K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-3- 0.04% |
$79.3 - $82.6
|
8.08K
$220K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
89+ 1.04% |
$2.35K - $2.45K
|
8.61K
$234K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
807+ 3.43% |
$21.3K - $22.2K
|
24.3K
$662K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 9.04% |
$521K - $543K
|
238K
$6.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-222- 2.48% |
$5.87K - $6.11K
|
8.72K
$238K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-67.8K- 8.58% |
$1.79M - $1.87M
|
723K
$19.7M
|
|