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 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.12K+ 2.29% |
$82.3K - $87.2K
|
139K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
21.2K+ 19.86% |
$558K - $591K
|
128K
$3.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.4K+ 0.7% |
$353K - $374K
|
1.92M
$52.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.91K+ 13.37% |
$130K - $137K
|
41.6K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 0.47% |
$2.64K - $2.8K
|
21.3K
$581K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-67K- 60.64% |
$1.77M - $1.87M
|
43.5K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-86.1K- 16.05% |
$2.27M - $2.41M
|
450K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.1K+ 11.32% |
$55.4K - $58.7K
|
20.6K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-151K- 42.34% |
$3.97M - $4.21M
|
205K
$5.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
42.8K+ 5.82% |
$1.13M - $1.2M
|
778K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-270K- 91.34% |
$7.13M - $7.56M
|
25.6K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100+ 270.27% |
$2.64K - $2.8K
|
137
$3.73K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
9.74K+ 10.79% |
$257K - $272K
|
100K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-5.24K- 4.86% |
$138K - $146K
|
103K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12.1K+ 12.24% |
$319K - $338K
|
111K
$3.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-1.68K- 16.4% |
$44.2K - $46.9K
|
8.55K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
94K+ 69.89% |
$2.48M - $2.63M
|
228K
$6.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30.6KNew |
$806K - $854K
|
30.6K
$832K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-120K- 29.68% |
$3.16M - $3.35M
|
284K
$7.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
160K+ 12.47% |
$4.23M - $4.48M
|
1.45M
$39.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.5K+ 5.97% |
$251K - $265K
|
169K
$4.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.92M- 7.45% |
$77.1M - $81.7M
|
36.3M
$989M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-18.5K- 7.68% |
$488K - $517K
|
222K
$6.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.1K- 3.8% |
$29.1K - $30.8K
|
27.9K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
48.7K+ 3.8% |
$1.29M - $1.36M
|
1.33M
$36.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-227- 2.58% |
$5.99K - $6.34K
|
8.59K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-305- 1.1% |
$8.05K - $8.52K
|
27.5K
$749K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-106K- 37.46% |
$2.8M - $2.97M
|
177K
$4.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.6K- 0.96% |
$571K - $605K
|
2.22M
$60.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.27M- 31.72% |
$59.8M - $63.4M
|
4.88M
$133M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 16.36% |
$358K - $379K
|
69.4K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.5K+ 6.88% |
$119K - $126K
|
69.9K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
466KNew |
$12.3M - $13M
|
466K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.14K- 18.15% |
$56.5K - $59.9K
|
9.66K
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-822- 0.31% |
$21.7K - $23K
|
262K
$7.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
342+ 0.55% |
$9.02K - $9.56K
|
62.6K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.24K+ 1903.08% |
$32.6K - $34.6K
|
1.3K
$35.5K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.68K+ 1.61% |
$44.4K - $47K
|
106K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-50.7K- 65.99% |
$1.34M - $1.42M
|
26.1K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
29.7KNew |
$785K - $831K
|
29.7K
$810K
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
96.8K+ 10.97% |
$2.55M - $2.71M
|
980K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
250KNew |
$6.59M - $6.98M
|
250K
$6.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.36K+ 0.54% |
$88.5K - $93.8K
|
620K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-601- 0.95% |
$15.9K - $16.8K
|
62.5K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
29.2K+ 72.94% |
$771K - $817K
|
69.3K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
156+ 1.5% |
$4.12K - $4.36K
|
10.6K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-18.2K- 24.2% |
$479K - $507K
|
56.8K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 4.93% |
$32.6K - $34.6K
|
26.3K
$717K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
22+ 21.57% |
$580 - $615
|
124
$3.38K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
30.4K+ 155.91% |
$802K - $850K
|
49.9K
$1.36M
|
|