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 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.61K+ 9.71% |
$122K - $129K
|
52.1K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.58K+ 1.91% |
$41.7K - $44.1K
|
84.3K
$2.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-9.06K- 2.42% |
$239K - $253K
|
365K
$9.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
96+ 0.95% |
$2.53K - $2.68K
|
10.2K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13K+ 1.12% |
$343K - $364K
|
1.18M
$32.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.7K+ 1.64% |
$229K - $243K
|
540K
$14.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.71K- 2.45% |
$203K - $216K
|
307K
$8.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.05K+ 4.21% |
$133K - $141K
|
125K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.48% |
$52.8 - $55.9
|
420
$11.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-13K- 3.3% |
$342K - $363K
|
381K
$10.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.5K+ 5.49% |
$542K - $574K
|
395K
$10.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
159New |
$4.19K - $4.44K
|
159
$4.33K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.29K+ 3.55% |
$166K - $176K
|
183K
$5M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.52K+ 4.59% |
$146K - $154K
|
126K
$3.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-534- 1.04% |
$14.1K - $14.9K
|
50.9K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-457K- 39.07% |
$12.1M - $12.8M
|
713K
$19.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34.6K- 3.28% |
$913K - $967K
|
1.02M
$27.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.74K- 3.12% |
$46K - $48.7K
|
54.2K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.28M- 78.54% |
$60.3M - $63.9M
|
624K
$17M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.65K+ 2.51% |
$96.2K - $102K
|
149K
$4.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
132K+ 14.63% |
$3.48M - $3.69M
|
1.03M
$28.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
17.3K+ 6.14% |
$457K - $484K
|
299K
$8.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
150+ 0.65% |
$3.96K - $4.19K
|
23.3K
$635K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-21- 0.1% |
$554 - $587
|
20.2K
$549K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.13K- 1.42% |
$82.4K - $87.3K
|
218K
$5.93M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-4.29K- 26.33% |
$113K - $120K
|
12K
$327K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-27.4K- 41.08% |
$723K - $766K
|
39.3K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
337+ 1.2% |
$8.89K - $9.42K
|
28.5K
$775K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-126K- 22.8% |
$3.33M - $3.52M
|
427K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-274- 1.92% |
$7.23K - $7.66K
|
14K
$381K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11K+ 8.11% |
$290K - $308K
|
147K
$4M
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
SELL
|
- |
-720- 3.96% |
$19K - $20.1K
|
17.5K
$475K
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-1.17M- 97.65% |
$30.8M - $32.6M
|
28.1K
$767K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
908+ 1.65% |
$24K - $25.4K
|
56.1K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.98K- 7.9% |
$184K - $195K
|
81.4K
$2.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-450- 0.87% |
$11.9K - $12.6K
|
51.6K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.5K+ 0.59% |
$883K - $936K
|
5.68M
$155M
|
|
|
Nov 06, 2025
Q3 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
8.02KNew |
$212K - $224K
|
8.02K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-28- 0.03% |
$739 - $783
|
89.3K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.15K- 7.34% |
$241K - $256K
|
116K
$3.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
9.69K+ 7.18% |
$256K - $271K
|
145K
$3.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.27K+ 0.98% |
$33.5K - $35.5K
|
131K
$3.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-666- 5.23% |
$17.6K - $18.6K
|
12.1K
$329K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-17.5K- 52.95% |
$460K - $488K
|
15.5K
$422K
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.14K+ 21.12% |
$82.9K - $87.9K
|
18K
$491K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
BUY
|
- |
4.01K+ 16.88% |
$106K - $112K
|
27.8K
$757K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
SELL
|
- |
-4.6K- 14.23% |
$121K - $129K
|
27.7K
$756K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-136- 1.71% |
$3.59K - $3.8K
|
7.83K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
39.6K+ 18.02% |
$1.04M - $1.11M
|
259K
$7.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-3.62K- 22.24% |
$95.5K - $101K
|
12.7K
$345K
|
|