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
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-7.71K- 2.42% |
$203K - $216K
|
311K
$8.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-6.93K- 33.74% |
$183K - $194K
|
13.6K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
29.9KNew |
$790K - $837K
|
29.9K
$816K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.43K+ 0.97% |
$117K - $124K
|
463K
$12.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-9.63K- 10.11% |
$254K - $269K
|
85.6K
$2.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
557+ 0.48% |
$14.7K - $15.6K
|
117K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
45+ 0.34% |
$1.19K - $1.26K
|
13.2K
$361K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
857+ 4.25% |
$22.6K - $24K
|
21K
$573K
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
66.1K+ 4.34% |
$1.74M - $1.85M
|
1.59M
$43.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
83+ 0.97% |
$2.19K - $2.32K
|
8.64K
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
31.7K+ 2.39% |
$837K - $887K
|
1.36M
$37M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.7K+ 12.12% |
$335K - $355K
|
118K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.5K- 2.97% |
$567K - $601K
|
702K
$19.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.92K+ 2.42% |
$50.7K - $53.7K
|
81.3K
$2.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-99- 0.27% |
$2.61K - $2.77K
|
36.3K
$989K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.8K- 4.87% |
$284K - $301K
|
210K
$5.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-2.55K- 9.14% |
$67.3K - $71.4K
|
25.4K
$691K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.08K+ 6.09% |
$134K - $142K
|
88.4K
$2.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-8.84K- 87.93% |
$233K - $247K
|
1.21K
$33.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-138K- 52.69% |
$3.63M - $3.85M
|
124K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-19.5K- 10.86% |
$515K - $546K
|
160K
$4.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
368+ 3.75% |
$9.71K - $10.3K
|
10.2K
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-6.59K- 8.39% |
$174K - $184K
|
71.9K
$1.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-970- 1.36% |
$25.6K - $27.1K
|
70.6K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
214KNew |
$5.64M - $5.98M
|
214K
$5.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
53.5K+ 4.44% |
$1.41M - $1.49M
|
1.26M
$34.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.74K+ 0.4% |
$98.7K - $105K
|
929K
$25.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-950K- 17.06% |
$25.1M - $26.5M
|
4.62M
$126M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
73+ 0.65% |
$1.93K - $2.04K
|
11.4K
$310K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-228K- 7.63% |
$6.01M - $6.37M
|
2.76M
$75.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
42.1K+ 25.71% |
$1.11M - $1.18M
|
206K
$5.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
713+ 0.38% |
$18.8K - $19.9K
|
187K
$5.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-48- 0.46% |
$1.27K - $1.34K
|
10.3K
$282K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.38K- 5.08% |
$62.9K - $66.6K
|
44.6K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.54K+ 4.14% |
$67.1K - $71.1K
|
64K
$1.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-924- 1.38% |
$24.4K - $25.8K
|
66.1K
$1.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.75K- 7.26% |
$46.1K - $48.9K
|
22.3K
$609K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10.1KNew |
$266K - $282K
|
10.1K
$275K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
151K+ 2.55% |
$3.98M - $4.22M
|
6.07M
$165M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-184- 0.9% |
$4.85K - $5.14K
|
20.3K
$554K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
264+ 5.2% |
$6.96K - $7.38K
|
5.34K
$146K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-552- 1.63% |
$14.6K - $15.4K
|
33.3K
$908K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
84.8K+ 5.73% |
$2.24M - $2.37M
|
1.56M
$42.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.48K+ 21.22% |
$145K - $153K
|
31.3K
$852K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
247K+ 310.79% |
$6.52M - $6.9M
|
327K
$8.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
7.56KNew |
$199K - $211K
|
7.56K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
13.6K+ 125.22% |
$360K - $381K
|
24.5K
$668K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-504- 0.5% |
$13.3K - $14.1K
|
99.4K
$2.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.9K+ 43.9% |
$103K - $109K
|
12.8K
$348K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.4K+ 4.13% |
$697K - $739K
|
667K
$18.2M
|
|