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 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-140- 1.39% |
$3.7K - $3.85K
|
9.9K
$270K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.74K+ 1.71% |
$72.6K - $75.5K
|
163K
$4.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.72K+ 35.99% |
$98.5K - $103K
|
14.1K
$383K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.24K- 13.35% |
$139K - $144K
|
34K
$927K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
397+ 3.31% |
$10.5K - $10.9K
|
12.4K
$338K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-59K- 26.98% |
$1.56M - $1.62M
|
160K
$4.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-713K- 45.59% |
$18.9M - $19.6M
|
851K
$23.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
894+ 1.57% |
$23.6K - $24.6K
|
57.8K
$1.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-30- 20.55% |
$793 - $826
|
116
$3.16K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
3.25K+ 16.59% |
$85.8K - $89.4K
|
22.8K
$621K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-663- 0.1% |
$17.5K - $18.3K
|
692K
$18.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
6.9K+ 51.88% |
$182K - $190K
|
20.2K
$550K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-18.1K- 5.99% |
$478K - $498K
|
284K
$7.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-10K- 44.99% |
$264K - $275K
|
12.2K
$333K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-130K- 5.51% |
$3.44M - $3.58M
|
2.23M
$60.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-59- 0.59% |
$1.56K - $1.62K
|
9.91K
$270K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.18K- 9.21% |
$243K - $253K
|
90.5K
$2.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.68K- 1.48% |
$44.3K - $46.1K
|
112K
$3.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-53.7K- 78.06% |
$1.42M - $1.48M
|
15.1K
$411K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
36.2K+ 53.3% |
$957K - $997K
|
104K
$2.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-3.94K- 4.28% |
$104K - $108K
|
88.2K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.9K- 23.67% |
$103K - $107K
|
12.6K
$343K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.72K- 7.95% |
$72K - $74.9K
|
31.5K
$858K
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
SELL
|
- |
-3.46K- 15.0% |
$91.4K - $95.1K
|
19.6K
$533K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.4K- 47.18% |
$275K - $287K
|
11.7K
$318K
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.33K+ 0.26% |
$88K - $91.6K
|
1.26M
$34.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
51.1K+ 10.81% |
$1.35M - $1.41M
|
523K
$14.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-16.5K- 7.62% |
$438K - $456K
|
201K
$5.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14+ 0.19% |
$370 - $385
|
7.43K
$203K
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-4.42K- 4.47% |
$117K - $122K
|
94.6K
$2.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.85KNew |
$207K - $216K
|
7.85K
$214K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-235- 2.82% |
$6.21K - $6.47K
|
8.09K
$220K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.68K- 13.48% |
$124K - $129K
|
30.1K
$819K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5.8K+ 6.39% |
$153K - $160K
|
96.5K
$2.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-2.23K- 10.74% |
$59K - $61.4K
|
18.5K
$505K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-25.8K- 3.52% |
$682K - $711K
|
708K
$19.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
30.4K+ 4.93% |
$804K - $837K
|
647K
$17.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-24.2K- 2.99% |
$640K - $666K
|
786K
$21.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-10.5K- 41.82% |
$277K - $288K
|
14.6K
$397K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.46K- 14.91% |
$91.5K - $95.2K
|
19.7K
$538K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
953+ 5.34% |
$25.2K - $26.2K
|
18.8K
$513K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.94K- 2.97% |
$104K - $108K
|
129K
$3.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-31.5K- 6.5% |
$833K - $867K
|
453K
$12.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-21.9K- 4.74% |
$580K - $604K
|
441K
$12M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30.7K- 12.63% |
$812K - $845K
|
212K
$5.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.6K+ 48.65% |
$307K - $319K
|
35.4K
$965K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.88K+ 467.91% |
$103K - $107K
|
4.71K
$128K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 32.67% |
$38.8K - $40.4K
|
5.96K
$162K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-23.1K- 32.44% |
$610K - $636K
|
48.1K
$1.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
11+ 0.98% |
$291 - $303
|
1.13K
$30.9K
|
|