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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.43K+ 2.55% |
$117K - $124K
|
178K
$4.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.1K+ 4.0% |
$266K - $282K
|
262K
$7.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
14.8KNew |
$390K - $413K
|
14.8K
$402K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-324- 3.34% |
$8.55K - $9.06K
|
9.38K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
49.6K+ 1.63% |
$1.31M - $1.38M
|
3.1M
$84.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
30.9K+ 7.39% |
$816K - $865K
|
450K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.86K- 15.2% |
$75.4K - $79.9K
|
15.9K
$434K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.4K- 8.45% |
$36.9K - $39.1K
|
15.2K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
12.3K+ 24.11% |
$326K - $345K
|
63.5K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
15.9KNew |
$420K - $446K
|
15.9K
$434K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-965K- 41.15% |
$25.5M - $27M
|
1.38M
$37.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-13.4K- 15.78% |
$353K - $374K
|
71.4K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.63K- 12.84% |
$122K - $129K
|
31.4K
$856K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-96- 0.34% |
$2.53K - $2.68K
|
28.4K
$772K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.62K- 1.38% |
$69K - $73.1K
|
187K
$5.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-56.3K- 22.65% |
$1.49M - $1.57M
|
192K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.5KNew |
$92.3K - $97.8K
|
3.5K
$95.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
28K+ 7.45% |
$739K - $783K
|
404K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-60.1K- 17.54% |
$1.58M - $1.68M
|
282K
$7.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.5K+ 1.98% |
$66.1K - $70K
|
129K
$3.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
757KNew |
$20M - $21.1M
|
757K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.73K+ 0.09% |
$45.7K - $48.4K
|
1.83M
$49.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
27.2K+ 6.29% |
$717K - $759K
|
459K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.2K+ 3.02% |
$31.7K - $33.6K
|
41.1K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-125- 0.11% |
$3.3K - $3.49K
|
116K
$3.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
5.87K+ 2.2% |
$155K - $164K
|
273K
$7.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-76.6K- 13.44% |
$2.02M - $2.14M
|
493K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-51.8K- 3.39% |
$1.37M - $1.45M
|
1.48M
$40.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
54.5K+ 4.17% |
$1.44M - $1.52M
|
1.36M
$37.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-11.9K- 0.62% |
$313K - $332K
|
1.9M
$51.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-7.01K- 17.32% |
$185K - $196K
|
33.5K
$912K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.59K- 3.4% |
$121K - $128K
|
130K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6.11K- 1.97% |
$161K - $171K
|
304K
$8.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-49.2K- 20.9% |
$1.3M - $1.38M
|
186K
$5.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.93K- 14.45% |
$236K - $250K
|
52.8K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
123+ 1.14% |
$3.24K - $3.44K
|
10.9K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.46K+ 1.22% |
$38.5K - $40.8K
|
121K
$3.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.26K- 18.61% |
$165K - $175K
|
27.4K
$745K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.95% |
$106 - $112
|
426
$11.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-14.1K- 21.37% |
$372K - $394K
|
51.9K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.21K+ 1.99% |
$84.7K - $89.7K
|
164K
$4.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 1.06% |
$211 - $224
|
763
$20.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.15K- 3.99% |
$215K - $228K
|
196K
$5.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-849- 4.99% |
$22.4K - $23.7K
|
16.2K
$440K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
140K+ 22.93% |
$3.68M - $3.9M
|
748K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
27+ 0.61% |
$712 - $755
|
4.45K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-998- 3.23% |
$26.3K - $27.9K
|
29.9K
$816K
|
|