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 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-980- 7.18% |
$25.9K - $27.4K
|
12.7K
$345K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
101+ 1.19% |
$2.66K - $2.82K
|
8.56K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
862+ 2.21% |
$22.7K - $24.1K
|
39.9K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.31K+ 2.07% |
$60.8K - $64.5K
|
114K
$3.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.5K- 3.7% |
$92.4K - $97.9K
|
91.3K
$2.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-21.2K- 16.09% |
$558K - $591K
|
110K
$3M
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-3.84K- 10.97% |
$101K - $107K
|
31.2K
$850K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.91K- 3.85% |
$103K - $109K
|
97.8K
$2.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-59.3K- 45.15% |
$1.57M - $1.66M
|
72.1K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
24.7K+ 3.48% |
$651K - $690K
|
733K
$20M
|
|
|
Nov 05, 2025
Q3 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
55+ 0.1% |
$1.45K - $1.54K
|
54.4K
$1.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
32.6K+ 88.12% |
$861K - $912K
|
69.7K
$1.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
31.7KNew |
$836K - $886K
|
31.7K
$864K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-129- 0.42% |
$3.4K - $3.61K
|
31K
$843K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-121K- 83.03% |
$3.2M - $3.39M
|
24.8K
$675K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
185+ 0.21% |
$4.88K - $5.17K
|
90.2K
$2.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.7K- 45.3% |
$307K - $326K
|
14.1K
$383K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-64.1K- 12.86% |
$1.69M - $1.79M
|
434K
$11.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19.2K+ 135.43% |
$506K - $536K
|
33.4K
$909K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.42K+ 3.83% |
$196K - $207K
|
201K
$5.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.2K+ 4.35% |
$269K - $285K
|
244K
$6.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-21.9K- 12.15% |
$578K - $612K
|
158K
$4.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-18.2K- 3.43% |
$481K - $509K
|
514K
$14M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
39+ 0.22% |
$1.03K - $1.09K
|
17.5K
$478K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.25K+ 5.31% |
$191K - $203K
|
144K
$3.92M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.41K- 2.54% |
$143K - $151K
|
207K
$5.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-985- 7.17% |
$26K - $27.5K
|
12.7K
$347K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.85K+ 5.42% |
$181K - $191K
|
133K
$3.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-405- 1.33% |
$10.7K - $11.3K
|
30K
$817K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-445- 0.09% |
$11.7K - $12.4K
|
473K
$12.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-164K- 18.88% |
$4.33M - $4.59M
|
705K
$19.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
50.5K+ 8.68% |
$1.33M - $1.41M
|
632K
$17.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.49K+ 2.23% |
$92.1K - $97.6K
|
160K
$4.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-15.2K- 9.52% |
$402K - $426K
|
145K
$3.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12K+ 48.92% |
$317K - $336K
|
36.6K
$996K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 1.3% |
$178K - $188K
|
523K
$14.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
35+ 0.05% |
$923 - $978
|
73.6K
$2M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-41.7K- 8.33% |
$1.1M - $1.17M
|
459K
$12.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.72K+ 5.87% |
$177K - $188K
|
121K
$3.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-27.9K- 17.63% |
$737K - $781K
|
130K
$3.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-31.3K- 31.29% |
$827K - $876K
|
68.8K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.8K+ 34.58% |
$73.9K - $78.3K
|
10.9K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-140K- 3.66% |
$3.68M - $3.9M
|
3.67M
$99.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-2.97K- 22.61% |
$78.3K - $82.9K
|
10.2K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-754- 1.56% |
$19.9K - $21.1K
|
47.5K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.09K+ 0.68% |
$28.8K - $30.5K
|
161K
$4.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-207K- 57.11% |
$5.47M - $5.8M
|
156K
$4.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
485K+ 114.72% |
$12.8M - $13.5M
|
907K
$24.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.44K+ 4.11% |
$64.4K - $68.2K
|
61.8K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-767- 0.31% |
$20.2K - $21.4K
|
250K
$6.81M
|
|