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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
5.87K+ 2.61% |
$155K - $164K
|
230K
$6.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
9.56KNew |
$252K - $267K
|
9.56K
$260K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
564+ 0.56% |
$14.9K - $15.8K
|
102K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-925- 1.0% |
$24.4K - $25.9K
|
91.7K
$2.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.2K- 3.02% |
$428K - $453K
|
520K
$14.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-4.08K- 23.43% |
$108K - $114K
|
13.3K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
208+ 1.26% |
$5.49K - $5.81K
|
16.7K
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
50.6K+ 17.9% |
$1.33M - $1.41M
|
333K
$9.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.6K+ 5.62% |
$358K - $380K
|
255K
$6.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
54.1K+ 5.51% |
$1.43M - $1.51M
|
1.04M
$28.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-744- 4.36% |
$19.6K - $20.8K
|
16.3K
$445K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.79K+ 1.65% |
$153K - $162K
|
357K
$9.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.91K- 20.55% |
$76.8K - $81.4K
|
11.3K
$307K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
75.7K+ 4.64% |
$2M - $2.12M
|
1.71M
$46.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
96+ 0.54% |
$2.53K - $2.68K
|
17.8K
$484K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.5K- 9.99% |
$119K - $126K
|
40.5K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
343K+ 13.51% |
$9.05M - $9.59M
|
2.88M
$78.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-100- 0.2% |
$2.64K - $2.8K
|
49.2K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3+ 0.01% |
$79.1 - $83.9
|
28.4K
$775K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
330New |
$8.71K - $9.22K
|
330
$8.99K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-2.71K- 4.92% |
$71.4K - $75.6K
|
52.3K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-160K- 8.83% |
$4.21M - $4.46M
|
1.65M
$44.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
84+ 0.31% |
$2.22K - $2.35K
|
27.1K
$737K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
223+ 0.94% |
$5.88K - $6.23K
|
23.8K
$649K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.95K+ 54.17% |
$51.4K - $54.5K
|
5.55K
$151K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
23.2K+ 78.66% |
$613K - $649K
|
52.8K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
5.87K+ 67.57% |
$155K - $164K
|
14.5K
$396K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.6K- 20.7% |
$386K - $409K
|
56K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
26K+ 5.89% |
$687K - $728K
|
468K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.58K+ 254.98% |
$147K - $156K
|
7.77K
$212K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 2.97% |
$28.3K - $29.9K
|
35K
$954K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-9.23K- 17.36% |
$243K - $258K
|
43.9K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-254- 1.96% |
$6.7K - $7.1K
|
12.7K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
5.82KNew |
$154K - $163K
|
5.82K
$159K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 0.47% |
$1.32K - $1.4K
|
10.5K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-993- 9.17% |
$26.2K - $27.8K
|
9.84K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
133KNew |
$3.5M - $3.71M
|
133K
$3.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
8.32KNew |
$219K - $232K
|
8.32K
$227K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-14.8K- 14.98% |
$391K - $414K
|
84.2K
$2.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-221K- 99.67% |
$5.83M - $6.17M
|
732
$19.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
383+ 5.62% |
$10.1K - $10.7K
|
7.2K
$196K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
482+ 5.15% |
$12.7K - $13.5K
|
9.85K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.23K- 3.72% |
$32.5K - $34.4K
|
31.9K
$868K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.5KNew |
$198K - $210K
|
7.5K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-524- 0.7% |
$13.8K - $14.6K
|
74.6K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
511+ 2.98% |
$13.5K - $14.3K
|
17.6K
$481K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.86K+ 3.27% |
$102K - $108K
|
122K
$3.32M
|
|