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 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
3.1KNew |
$81.8K - $86.6K
|
3.1K
$84.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
CALL |
3KNew |
$79.1K - $83.9K
|
3K
$81.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
770K+ 28.78% |
$20.3M - $21.5M
|
3.45M
$93.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-701K- 2.42% |
$18.5M - $19.6M
|
28.3M
$770M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14+ 20.0% |
$369 - $391
|
84
$2.29K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
298K+ 21.79% |
$7.87M - $8.34M
|
1.67M
$45.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
455K+ 1737.67% |
$12M - $12.7M
|
481K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
81.5K+ 417.95% |
$2.15M - $2.28M
|
101K
$2.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-18.9K- 3.21% |
$499K - $529K
|
571K
$15.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
13.9K+ 9.64% |
$366K - $388K
|
158K
$4.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-887- 2.74% |
$23.4K - $24.8K
|
31.5K
$857K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-22.3K- 3.05% |
$588K - $623K
|
708K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-108K- 98.74% |
$2.86M - $3.03M
|
1.39K
$37.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
31.1MNew |
$819M - $868M
|
31.1M
$846M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-15.1K- 10.64% |
$399K - $423K
|
127K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-684K- 88.25% |
$18M - $19.1M
|
91K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 0.24% |
$45.1K - $47.8K
|
724K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.78K+ 16.45% |
$205K - $217K
|
55.1K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.4K+ 3.91% |
$37K - $39.2K
|
37.3K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-5.7K- 7.29% |
$150K - $159K
|
72.5K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-21.8K- 26.03% |
$574K - $608K
|
61.9K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.55K- 8.28% |
$93.6K - $99.1K
|
39.3K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-3.58K- 17.83% |
$94.4K - $100K
|
16.5K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
9.07KNew |
$239K - $254K
|
9.07K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 5.64% |
$276K - $292K
|
196K
$5.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
629+ 3.94% |
$16.6K - $17.6K
|
16.6K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
41K+ 206.1% |
$1.08M - $1.14M
|
60.8K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
583+ 31.28% |
$15.4K - $16.3K
|
2.45K
$66.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
970New |
$25.6K - $27.1K
|
970
$26.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-244K- 92.92% |
$6.43M - $6.81M
|
18.6K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
7.83K+ 4.19% |
$207K - $219K
|
195K
$5.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-6K- 7.07% |
$158K - $168K
|
78.8K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-26.1K- 74.5% |
$690K - $731K
|
8.95K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-210- 1.19% |
$5.54K - $5.87K
|
17.5K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
6.84K+ 3.49% |
$180K - $191K
|
203K
$5.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11.1K+ 66.63% |
$293K - $310K
|
27.7K
$755K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-275K- 18.51% |
$7.24M - $7.67M
|
1.21M
$32.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.9K- 6.13% |
$103K - $109K
|
59.7K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.14K+ 7.68% |
$215K - $227K
|
114K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-530- 1.9% |
$14K - $14.8K
|
27.4K
$746K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 1.53% |
$39.7K - $42.1K
|
100K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.78K- 17.25% |
$73.3K - $77.6K
|
13.3K
$363K
|
|
|
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
|
|