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 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20.8K- 8.87% |
$549K - $571K
|
213K
$5.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.42K+ 5.02% |
$37.7K - $39.2K
|
29.8K
$811K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.76K- 30.78% |
$73.1K - $76.1K
|
6.22K
$169K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
2.14KNew |
$56.5K - $58.8K
|
2.14K
$58.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
285+ 0.55% |
$7.54K - $7.85K
|
52.5K
$1.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.81K+ 7.79% |
$127K - $132K
|
66.6K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-119K- 6.3% |
$3.13M - $3.26M
|
1.76M
$48.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-562- 6.68% |
$14.9K - $15.5K
|
7.85K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
725+ 7.12% |
$19.2K - $20K
|
10.9K
$297K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
21.9K+ 1.19% |
$578K - $602K
|
1.87M
$50.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.31K- 8.32% |
$61.1K - $63.6K
|
25.5K
$694K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.37K+ 0.67% |
$115K - $120K
|
656K
$17.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.01M- 31.72% |
$26.8M - $27.9M
|
2.18M
$59.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-331- 4.16% |
$8.75K - $9.11K
|
7.62K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-2.77K- 19.74% |
$73.3K - $76.3K
|
11.3K
$307K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
38.9K+ 6.6% |
$1.03M - $1.07M
|
628K
$17.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-34.7K- 1.74% |
$918K - $956K
|
1.96M
$53.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
4.74K+ 0.51% |
$125K - $130K
|
927K
$25.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 1.26% |
$137K - $142K
|
405K
$11M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
781+ 0.57% |
$20.6K - $21.5K
|
138K
$3.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.26K+ 2.6% |
$59.7K - $62.2K
|
89.2K
$2.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
639+ 4.15% |
$16.9K - $17.6K
|
16K
$437K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-173K- 7.99% |
$4.58M - $4.77M
|
2M
$54.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
20.3K+ 6.17% |
$538K - $560K
|
350K
$9.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
989New |
$26.1K - $27.2K
|
989
$26.9K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.3K+ 3.43% |
$60.8K - $63.3K
|
69.3K
$1.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
8.53K+ 9.71% |
$226K - $235K
|
96.5K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.73K- 2.61% |
$98.5K - $103K
|
139K
$3.79M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-41K- 16.32% |
$1.08M - $1.13M
|
210K
$5.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13.8K+ 43.35% |
$365K - $380K
|
45.6K
$1.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-60- 0.35% |
$1.59K - $1.65K
|
17.1K
$466K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.39K- 7.75% |
$36.7K - $38.2K
|
16.5K
$450K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.52K- 5.87% |
$172K - $179K
|
105K
$2.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
65+ 0.84% |
$1.72K - $1.79K
|
7.79K
$212K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 0.64% |
$26.4 - $27.5
|
155
$4.22K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.44KNew |
$197K - $205K
|
7.44K
$203K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.79K- 3.51% |
$47.4K - $49.3K
|
49.3K
$1.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
51.3K+ 18.69% |
$1.36M - $1.41M
|
326K
$8.87M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.57K+ 3.57% |
$121K - $126K
|
133K
$3.62M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-575- 2.46% |
$15.2K - $15.8K
|
22.8K
$622K
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-97- 7.37% |
$2.56K - $2.67K
|
1.22K
$33.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9.47K- 1.84% |
$250K - $261K
|
506K
$13.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
419+ 2.98% |
$11.1K - $11.5K
|
14.5K
$395K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.33K- 2.39% |
$61.7K - $64.2K
|
95.4K
$2.6M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.37K+ 1.92% |
$62.7K - $65.3K
|
126K
$3.43M
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-2.97K- 2.86% |
$78.6K - $81.8K
|
101K
$2.75M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4.09K+ 35.08% |
$108K - $113K
|
15.8K
$429K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-12.8K- 8.23% |
$338K - $352K
|
142K
$3.88M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24.2K- 38.95% |
$640K - $667K
|
38K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
38.1K+ 6.01% |
$1.01M - $1.05M
|
673K
$18.3M
|
|