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
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-951- 16.28% |
$25.1K - $26.6K
|
4.89K
$133K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17.6K- 8.15% |
$463K - $491K
|
198K
$5.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
690+ 0.69% |
$18.2K - $19.3K
|
101K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.19M- 6.19% |
$31.4M - $33.3M
|
18M
$491M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-19.2K- 10.51% |
$507K - $537K
|
163K
$4.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.21K- 32.47% |
$31.9K - $33.8K
|
2.52K
$68.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.2K+ 51.71% |
$243K - $257K
|
27K
$735K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.91K+ 3.53% |
$76.7K - $81.2K
|
85.2K
$2.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
17.1KNew |
$451K - $478K
|
17.1K
$466K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-375- 1.95% |
$9.89K - $10.5K
|
18.9K
$514K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-15- 0.13% |
$396 - $419
|
11.7K
$320K
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-2.1K- 4.46% |
$55.4K - $58.7K
|
45K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-14.1K- 6.23% |
$371K - $393K
|
212K
$5.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
72+ 0.74% |
$1.9K - $2.01K
|
9.8K
$267K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
82+ 0.19% |
$2.16K - $2.29K
|
42.6K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 8.22% |
$39.7K - $42.1K
|
16.8K
$458K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
811+ 0.68% |
$21.4K - $22.7K
|
119K
$3.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.08K+ 4.89% |
$160K - $170K
|
130K
$3.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-33.5K- 23.4% |
$884K - $937K
|
110K
$2.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-232K- 24.35% |
$6.11M - $6.47M
|
719K
$19.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
73.5K+ 1.95% |
$1.94M - $2.05M
|
3.84M
$104M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-647K- 57.19% |
$17.1M - $18.1M
|
484K
$13.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
151+ 0.57% |
$3.98K - $4.22K
|
26.8K
$729K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
221+ 0.95% |
$5.83K - $6.18K
|
23.5K
$640K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 18.75% |
$483K - $512K
|
116K
$3.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-895K- 28.66% |
$23.6M - $25M
|
2.23M
$60.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.1KNew |
$266K - $282K
|
10.1K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.18K+ 93.15% |
$137K - $145K
|
10.7K
$293K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1+ 0.01% |
$26.4 - $28
|
7.61K
$207K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-16.7K- 3.45% |
$441K - $468K
|
469K
$12.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.31K- 2.15% |
$61K - $64.7K
|
105K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
31.5K+ 3.08% |
$830K - $880K
|
1.05M
$28.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.38K- 9.3% |
$142K - $150K
|
52.4K
$1.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
779+ 4.16% |
$20.6K - $21.8K
|
19.5K
$531K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-4.31K- 92.71% |
$114K - $120K
|
339
$9.23K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
2+ 0.81% |
$52.8 - $55.9
|
248
$6.76K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.15K- 1.61% |
$136K - $144K
|
316K
$8.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
67+ 0.83% |
$1.77K - $1.87K
|
8.13K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-580- 2.53% |
$15.3K - $16.2K
|
22.3K
$608K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.67K+ 390.85% |
$43.9K - $46.5K
|
2.09K
$57K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.15K- 10.77% |
$30.4K - $32.3K
|
9.56K
$260K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52.5K+ 36.46% |
$1.38M - $1.47M
|
196K
$5.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
35.9K+ 4.68% |
$948K - $1M
|
804K
$21.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.12K- 3.29% |
$29.5K - $31.2K
|
32.9K
$895K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 20.24% |
$55.7K - $59K
|
8.32K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.07K+ 35.83% |
$160K - $170K
|
23K
$627K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
480New |
$12.7K - $13.4K
|
480
$13.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-22.6K- 12.26% |
$597K - $633K
|
162K
$4.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
553+ 3.22% |
$14.6K - $15.5K
|
17.7K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.4K- 2.95% |
$36.8K - $39K
|
45.9K
$1.25M
|
|