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 |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-145- 0.9% |
$3.9K - $12.3K
|
15.9K
$455K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
152New |
$4.09K - $12.9K
|
152
$4.34K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
245K+ 194.58% |
$6.61M - $20.8M
|
371K
$10.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
19.7K+ 200.0% |
$530K - $1.67M
|
29.5K
$843K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
600+ 1200.0% |
$16.2K - $51K
|
650
$18.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
409K+ 209.82% |
$11M - $34.7M
|
603K
$17.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
360New |
$9.69K - $30.6K
|
360
$10.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
488K+ 161.83% |
$13.1M - $41.4M
|
789K
$22.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
56.5KNew |
$1.52M - $4.8M
|
56.5K
$1.61M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
15.7KNew |
$424K - $1.34M
|
15.7K
$449K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
740K+ 221.36% |
$19.9M - $62.8M
|
1.07M
$30.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
12KNew |
$323K - $1.02M
|
12K
$342K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
85.6K+ 191.03% |
$2.3M - $7.27M
|
130K
$3.72M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-340K- 96.05% |
$9.15M - $28.9M
|
14K
$399K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
408+ 202.99% |
$11K - $34.7K
|
609
$17.4K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
40.8K+ 237.52% |
$1.1M - $3.46M
|
57.9K
$1.65M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
48.2KNew |
$1.3M - $4.1M
|
48.2K
$1.38M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
593K+ 229.11% |
$16M - $50.3M
|
851K
$24.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
583KNew |
$15.7M - $49.5M
|
583K
$16.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
29.1KNew |
$782K - $2.47M
|
29.1K
$829K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
124KNew |
$3.33M - $10.5M
|
124K
$3.53M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$214K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.48K+ 30.96% |
$93.7K - $296K
|
14.7K
$420K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
221KNew |
$5.95M - $18.8M
|
221K
$6.31M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
18.5K+ 198.46% |
$497K - $1.57M
|
27.8K
$792K
|
|
|
Feb 19, 2025
Q4 2024
|
Charles Schwab Trust Bank
Henderson, NV |
BUY
|
- |
2.33M+ 143.23% |
$62.7M - $198M
|
3.96M
$113M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
17.1K+ 208.49% |
$460K - $1.45M
|
25.3K
$722K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
14.2KNew |
$382K - $1.2M
|
14.2K
$404K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.5KNew |
$470K - $1.48M
|
17.5K
$499K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.4K+ 202.85% |
$172K - $544K
|
9.56K
$273K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
201K+ 220.15% |
$5.42M - $17.1M
|
293K
$8.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14.1K+ 200.8% |
$379K - $1.2M
|
21.1K
$602K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
76.3K+ 204.12% |
$2.05M - $6.48M
|
114K
$3.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
67.8K+ 268.2% |
$1.83M - $5.76M
|
93.1K
$2.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
837New |
$22.5K - $71.1K
|
837
$23.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
22.2K+ 287.31% |
$599K - $1.89M
|
30K
$856K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
180K+ 219.3% |
$4.85M - $15.3M
|
262K
$7.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
308K+ 257.24% |
$8.31M - $26.2M
|
428K
$12.2M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
27.3KNew |
$735K - $2.32M
|
27.3K
$779K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.2K- 13.1% |
$275K - $869K
|
67.8K
$1.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
70K+ 172.58% |
$1.89M - $5.95M
|
111K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
34.4K+ 332.89% |
$926K - $2.92M
|
44.7K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.87M+ 187.67% |
$77.2M - $244M
|
4.39M
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
16.9K+ 183.31% |
$455K - $1.43M
|
26.1K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
224K+ 24905.11% |
$6.04M - $19M
|
225K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
294K+ 258.58% |
$7.92M - $25M
|
408K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.86M+ 217.46% |
$131M - $413M
|
7.1M
$203M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.17M+ 199.97% |
$31.6M - $99.7M
|
1.76M
$50.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
313K+ 153.94% |
$8.42M - $26.5M
|
516K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.2K- 43.54% |
$653K - $2.06M
|
31.4K
$897K
|