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 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
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.82K+ 5.56% |
$233K - $246K
|
167K
$4.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.27K- 5.8% |
$113K - $119K
|
69.3K
$1.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-455- 3.38% |
$12K - $12.7K
|
13K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
86.3KNew |
$2.28M - $2.41M
|
86.3K
$2.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.87K- 4.97% |
$75.7K - $80.2K
|
54.9K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-432K- 80.97% |
$11.4M - $12.1M
|
102K
$2.77M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.77K- 4.33% |
$152K - $161K
|
127K
$3.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.4K+ 5.06% |
$169K - $179K
|
133K
$3.62M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
859+ 0.93% |
$22.7K - $24K
|
93.1K
$2.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-335- 0.85% |
$8.84K - $9.36K
|
39.2K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-55.7K- 23.78% |
$1.47M - $1.56M
|
178K
$4.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.31K- 9.82% |
$87.2K - $92.4K
|
30.4K
$828K
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.92K+ 13.07% |
$50.7K - $53.7K
|
16.6K
$453K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
167+ 0.71% |
$4.41K - $4.67K
|
23.8K
$649K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
741+ 1.6% |
$19.5K - $20.7K
|
46.9K
$1.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.2K+ 20.33% |
$428K - $454K
|
96.1K
$2.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.39K- 3.0% |
$116K - $123K
|
142K
$3.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.92K- 4.19% |
$77K - $81.6K
|
66.7K
$1.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.61K+ 0.56% |
$68.7K - $72.8K
|
468K
$12.8M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.43K- 24.04% |
$64.2K - $68K
|
7.69K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
61+ 0.53% |
$1.61K - $1.7K
|
11.6K
$317K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
204+ 137.84% |
$5.38K - $5.7K
|
352
$9.59K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.34K- 1.98% |
$61.7K - $65.4K
|
116K
$3.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-249K- 48.03% |
$6.57M - $6.96M
|
270K
$7.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.4K- 4.07% |
$169K - $179K
|
151K
$4.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-285K- 2.12% |
$7.51M - $7.96M
|
13.2M
$359M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.94K+ 4.19% |
$183K - $194K
|
172K
$4.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
6.12K+ 58.6% |
$161K - $171K
|
16.6K
$451K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-754- 3.24% |
$19.9K - $21.1K
|
22.5K
$614K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-2.88K- 2.58% |
$75.9K - $80.5K
|
109K
$2.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.14K+ 0.26% |
$136K - $144K
|
1.98M
$53.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-614- 0.52% |
$16.2K - $17.2K
|
118K
$3.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.63K- 9.44% |
$149K - $157K
|
54.1K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-19.8K- 3.64% |
$521K - $553K
|
523K
$14.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-13.5K- 17.3% |
$356K - $377K
|
64.5K
$1.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.99K+ 6.56% |
$132K - $140K
|
81.1K
$2.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-10.1K- 8.79% |
$266K - $282K
|
105K
$2.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-111K- 38.93% |
$2.93M - $3.11M
|
174K
$4.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.78M+ 243.5% |
$99.6M - $106M
|
5.33M
$145M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
13K+ 3.43% |
$343K - $364K
|
393K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
150New |
$3.96K - $4.19K
|
150
$4.09K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 4.81% |
$299K - $317K
|
247K
$6.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.2K+ 3.8% |
$981K - $1.04M
|
1.02M
$27.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.39K+ 2.02% |
$63K - $66.7K
|
121K
$3.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1K- 1.9% |
$26.5K - $28.1K
|
51.9K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-54.5K- 62.24% |
$1.44M - $1.52M
|
33.1K
$901K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.61K+ 9.71% |
$122K - $129K
|
52.1K
$1.42M
|
|