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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
280K+ 2.96% |
$7.39M - $7.83M
|
9.74M
$265M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
1.84K+ 3.51% |
$48.4K - $51.3K
|
54.2K
$1.48M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.7K+ 52.69% |
$389K - $412K
|
42.7K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-757- 5.18% |
$20K - $21.2K
|
13.9K
$378K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.8KNew |
$364K - $386K
|
13.8K
$376K
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
4.12K+ 4.58% |
$109K - $115K
|
94.1K
$2.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.31K- 3.71% |
$140K - $148K
|
138K
$3.75M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.24K+ 22.39% |
$85.4K - $90.5K
|
17.7K
$482K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-750- 88.24% |
$19.8K - $21K
|
100
$2.72K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
77.8K+ 7.56% |
$2.05M - $2.17M
|
1.11M
$30.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
33.4KNew |
$882K - $935K
|
33.4K
$911K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21.3K- 7.33% |
$562K - $595K
|
269K
$7.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-422- 2.32% |
$11.1K - $11.8K
|
17.8K
$484K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-92- 0.9% |
$2.43K - $2.57K
|
10.1K
$275K
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
237+ 0.96% |
$6.25K - $6.62K
|
25K
$682K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
27.3K+ 7.12% |
$720K - $763K
|
410K
$11.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.28K- 0.72% |
$33.7K - $35.7K
|
175K
$4.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
793+ 0.45% |
$20.9K - $22.2K
|
176K
$4.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-451- 2.21% |
$11.9K - $12.6K
|
19.9K
$543K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-13.7K- 14.56% |
$362K - $383K
|
80.5K
$2.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
8.56M+ 25.91% |
$226M - $239M
|
41.6M
$1.13B
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.6K- 16.45% |
$491K - $520K
|
94.5K
$2.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7.31K+ 2.51% |
$193K - $204K
|
299K
$8.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-45- 2.44% |
$1.19K - $1.26K
|
1.8K
$49.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26.1KNew |
$688K - $729K
|
26.1K
$711K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.47K+ 18.28% |
$38.8K - $41.1K
|
9.51K
$259K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.77K+ 2.55% |
$46.7K - $49.4K
|
71.1K
$1.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 16.3% |
$40.5K - $42.9K
|
7.89K
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45.3K+ 3.18% |
$1.19M - $1.27M
|
1.47M
$40M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
141+ 7.92% |
$3.72K - $3.94K
|
1.92K
$52.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
54+ 0.68% |
$1.42K - $1.51K
|
7.99K
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-4.38KClosed |
$116K - $123K
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.61K- 2.25% |
$42.6K - $45.1K
|
70K
$1.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.99K+ 11.02% |
$132K - $139K
|
50.2K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
24.3KNew |
$642K - $680K
|
24.3K
$663K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-41.3K- 11.41% |
$1.09M - $1.15M
|
320K
$8.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
6.37K+ 455.14% |
$168K - $178K
|
7.77K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12.9KNew |
$340K - $360K
|
12.9K
$351K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-119K- 11.52% |
$3.15M - $3.34M
|
917K
$25M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17.7K+ 1.75% |
$468K - $496K
|
1.03M
$28.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-167K- 43.7% |
$4.41M - $4.68M
|
216K
$5.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.85K- 2.41% |
$75.2K - $79.6K
|
115K
$3.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
846+ 2.37% |
$22.3K - $23.6K
|
36.6K
$996K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
185+ 1.8% |
$4.88K - $5.17K
|
10.5K
$286K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
26.2K+ 83.51% |
$691K - $732K
|
57.6K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.67K+ 3.24% |
$44.2K - $46.8K
|
53.3K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-11.5K- 7.61% |
$303K - $321K
|
139K
$3.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-77.3K- 11.65% |
$2.04M - $2.16M
|
587K
$16M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-480- 1.86% |
$12.7K - $13.4K
|
25.3K
$690K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
4.75KNew |
$125K - $133K
|
4.75K
$129K
|
|