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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.4K+ 9.31% |
$37K - $38.5K
|
16.4K
$448K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.33K- 1.61% |
$35.2K - $36.6K
|
81.5K
$2.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.69K+ 30.16% |
$97.6K - $102K
|
15.9K
$434K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-5.31K- 1.1% |
$140K - $146K
|
477K
$13M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-17.3K- 12.31% |
$459K - $477K
|
124K
$3.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
5.92K+ 2.33% |
$156K - $163K
|
260K
$7.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
10K+ 2.25% |
$266K - $277K
|
457K
$12.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.96K+ 5.23% |
$131K - $137K
|
99.7K
$2.72M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
19K+ 153.61% |
$502K - $522K
|
31.3K
$853K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.88M- 33.55% |
$103M - $107M
|
7.69M
$210M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
718+ 4.59% |
$19K - $19.8K
|
16.4K
$446K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-892- 0.45% |
$23.6K - $24.6K
|
198K
$5.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.73K- 4.31% |
$72K - $75K
|
60.5K
$1.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
28.4K+ 5.45% |
$750K - $781K
|
549K
$15M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
186+ 0.35% |
$4.92K - $5.12K
|
52.7K
$1.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.95K- 83.76% |
$263K - $274K
|
1.93K
$52.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
36.5KNew |
$966K - $1.01M
|
36.5K
$996K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-1.76K- 0.25% |
$46.6K - $48.6K
|
697K
$19M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-7.62K- 99.53% |
$202K - $210K
|
36
$981
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.89K- 28.18% |
$76.4K - $79.6K
|
7.37K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
7.77K+ 41.72% |
$205K - $214K
|
26.4K
$719K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-37- 0.09% |
$978 - $1.02K
|
39.4K
$1.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.1K- 2.5% |
$267K - $278K
|
394K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 8.56% |
$149K - $155K
|
60.4K
$1.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.73K+ 1.09% |
$98.6K - $103K
|
347K
$9.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.74K+ 18.45% |
$72.3K - $75.3K
|
17.6K
$478K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-44- 0.2% |
$1.16K - $1.21K
|
22.3K
$607K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.1K+ 8.28% |
$266K - $277K
|
132K
$3.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-9.51K- 16.17% |
$251K - $262K
|
49.3K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
209+ 1.39% |
$5.53K - $5.75K
|
15.3K
$417K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
17.6KNew |
$464K - $484K
|
17.6K
$478K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
71.3KNew |
$1.88M - $1.96M
|
71.3K
$1.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
4.9K+ 51.8% |
$130K - $135K
|
14.4K
$391K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-8.03K- 7.58% |
$212K - $221K
|
98K
$2.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 6.9% |
$481K - $501K
|
245K
$6.68M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 10.21% |
$517K - $538K
|
172K
$4.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
462+ 0.63% |
$12.2K - $12.7K
|
73.2K
$1.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.73K+ 0.89% |
$204K - $213K
|
876K
$23.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.21K+ 24.36% |
$58.5K - $60.9K
|
11.3K
$307K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
655+ 1.33% |
$17.3K - $18K
|
49.9K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.36K- 8.26% |
$35.9K - $37.4K
|
15.1K
$411K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14K- 24.22% |
$371K - $386K
|
43.9K
$1.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-7.51K- 10.93% |
$199K - $207K
|
61.3K
$1.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.6K+ 6.31% |
$306K - $319K
|
195K
$5.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
58.5K+ 4.27% |
$1.55M - $1.61M
|
1.43M
$38.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
9.68K+ 3.23% |
$256K - $266K
|
309K
$8.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.36K+ 20.27% |
$195K - $203K
|
43.7K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-1.84K- 1.12% |
$48.7K - $50.7K
|
163K
$4.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-113K- 1.84% |
$2.99M - $3.11M
|
6.04M
$164M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
12.6K+ 5.04% |
$334K - $348K
|
263K
$7.17M
|
|