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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-106K- 15.13% |
$2.81M - $2.97M
|
597K
$16.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-11.3K- 3.35% |
$297K - $315K
|
325K
$8.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19.6K+ 6.86% |
$516K - $547K
|
305K
$8.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-538- 4.69% |
$14.2K - $15K
|
10.9K
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
287+ 0.94% |
$7.57K - $8.02K
|
30.7K
$836K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-17.4K- 66.31% |
$458K - $485K
|
8.82K
$240K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
453+ 1.72% |
$12K - $12.7K
|
26.8K
$731K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
435+ 1.39% |
$11.5K - $12.2K
|
31.7K
$865K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-12.9K- 13.01% |
$342K - $362K
|
86.6K
$2.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13.8KNew |
$365K - $387K
|
13.8K
$377K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.53K- 1.88% |
$40.3K - $42.7K
|
79.6K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
294K+ 17.6% |
$7.75M - $8.21M
|
1.96M
$53.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.38K+ 1.88% |
$36.4K - $38.5K
|
74.8K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.41K- 3.66% |
$37.3K - $39.5K
|
37.2K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-880- 7.98% |
$23.2K - $24.6K
|
10.1K
$276K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.9K+ 5.16% |
$235K - $249K
|
181K
$4.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
283+ 2.71% |
$7.47K - $7.91K
|
10.7K
$292K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
13.2K+ 88.21% |
$349K - $370K
|
28.2K
$769K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12.1K- 2.73% |
$319K - $338K
|
431K
$11.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-48.9K- 17.59% |
$1.29M - $1.37M
|
229K
$6.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.88KNew |
$234K - $248K
|
8.88K
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.6K+ 6.98% |
$518K - $549K
|
301K
$8.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-6.46K- 1.31% |
$170K - $181K
|
485K
$13.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
524+ 116.44% |
$13.8K - $14.6K
|
974
$26.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.76K+ 16.96% |
$46.4K - $49.1K
|
12.1K
$330K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1K- 1.61% |
$26.4K - $28K
|
61.1K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.17K- 8.08% |
$30.8K - $32.6K
|
13.3K
$361K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.01K+ 8.97% |
$26.7K - $28.3K
|
12.3K
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
185+ 12.4% |
$4.88K - $5.17K
|
1.68K
$45.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
365+ 1659.09% |
$9.63K - $10.2K
|
387
$10.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
11+ 0.25% |
$290 - $307
|
4.43K
$121K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
145+ 0.54% |
$3.83K - $4.05K
|
27K
$735K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
306+ 13.52% |
$8.07K - $8.55K
|
2.57K
$70K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-10.2K- 12.08% |
$270K - $286K
|
74.6K
$2.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.55K+ 21.34% |
$120K - $127K
|
25.8K
$704K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.86K- 5.58% |
$49.1K - $52K
|
31.5K
$858K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-42- 0.14% |
$1.11K - $1.17K
|
29.3K
$799K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-11.1K- 58.51% |
$294K - $311K
|
7.9K
$215K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
402+ 3.36% |
$10.6K - $11.2K
|
12.4K
$337K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1M- 25.2% |
$26.5M - $28.1M
|
2.98M
$81.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200+ 0.33% |
$5.28K - $5.59K
|
60.1K
$1.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-847K- 52.18% |
$22.3M - $23.7M
|
776K
$21.1M
|
|