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 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
36.9K+ 5.49% |
$973K - $1.03M
|
709K
$19.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-81.1K- 9.06% |
$2.14M - $2.27M
|
814K
$22.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.87K+ 27.73% |
$208K - $220K
|
36.3K
$988K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8K+ 8.23% |
$286K - $303K
|
142K
$3.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31.2K+ 9.11% |
$824K - $873K
|
374K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.94K- 5.39% |
$77.6K - $82.2K
|
51.6K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 15.36% |
$31.5K - $33.3K
|
8.96K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-54.4K- 9.43% |
$1.44M - $1.52M
|
523K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
91.1KNew |
$2.4M - $2.55M
|
91.1K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.37K- 15.78% |
$221K - $234K
|
44.7K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-87- 0.08% |
$2.3K - $2.43K
|
106K
$2.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
6.65K+ 2.91% |
$175K - $186K
|
235K
$6.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
437+ 1.04% |
$11.5K - $12.2K
|
42.5K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3+ 0.03% |
$79.1 - $83.9
|
9.14K
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-168- 0.15% |
$4.43K - $4.7K
|
109K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-213K- 23.56% |
$5.62M - $5.95M
|
691K
$18.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.87K- 1.95% |
$155K - $164K
|
296K
$8.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.9K+ 7.62% |
$579K - $613K
|
310K
$8.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24+ 3.87% |
$633 - $671
|
644
$17.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
22.8K+ 25.06% |
$602K - $638K
|
114K
$3.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22.4K+ 16.7% |
$591K - $627K
|
157K
$4.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
26.3K+ 63.47% |
$692K - $734K
|
67.6K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-115- 0.81% |
$3.03K - $3.21K
|
14.2K
$386K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
4.53K+ 4.53% |
$120K - $127K
|
105K
$2.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.99K+ 22.01% |
$158K - $167K
|
33.2K
$905K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.74K+ 363.75% |
$178K - $188K
|
8.6K
$234K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
828+ 1.81% |
$21.8K - $23.1K
|
46.6K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.84K+ 25.61% |
$128K - $135K
|
23.7K
$646K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
48.9K+ 2.28% |
$1.29M - $1.37M
|
2.19M
$59.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-19- 0.17% |
$501 - $531
|
11.2K
$305K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
782+ 0.61% |
$20.6K - $21.9K
|
128K
$3.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
133K+ 11831.29% |
$3.52M - $3.73M
|
135K
$3.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
34+ 0.27% |
$897 - $950
|
12.8K
$349K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.25K- 0.28% |
$33.1K - $35K
|
438K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
210+ 0.38% |
$5.54K - $5.87K
|
55.8K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.21K+ 4.6% |
$32K - $33.9K
|
27.6K
$751K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
2.45K+ 32.45% |
$64.6K - $68.4K
|
10K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-48.4K- 9.46% |
$1.28M - $1.35M
|
463K
$12.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.35K+ 1.12% |
$62K - $65.7K
|
212K
$5.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.83K+ 9.88% |
$48.3K - $51.1K
|
20.4K
$555K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20.9KNew |
$551K - $584K
|
20.9K
$569K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
78.3K+ 37.29% |
$2.07M - $2.19M
|
288K
$7.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
90+ 0.32% |
$2.37K - $2.52K
|
28.4K
$774K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-45.7K- 29.28% |
$1.21M - $1.28M
|
110K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
5.16K+ 49.96% |
$136K - $144K
|
15.5K
$422K
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-70- 0.31% |
$1.85K - $1.96K
|
22.6K
$617K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
83.6K+ 11.8% |
$2.21M - $2.34M
|
792K
$21.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-168- 0.59% |
$4.43K - $4.7K
|
28.4K
$774K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-48.9K- 18.61% |
$1.29M - $1.37M
|
214K
$5.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-128K- 24.18% |
$3.37M - $3.57M
|
400K
$10.9M
|
|