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 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
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.3K+ 11.48% |
$1.04M - $1.1M
|
381K
$10.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-4.62M- 94.25% |
$122M - $129M
|
282K
$7.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-9.96K- 7.2% |
$263K - $278K
|
128K
$3.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.24K- 4.25% |
$85.4K - $90.5K
|
72.9K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.6K- 40.91% |
$279K - $296K
|
15.3K
$416K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-180- 0.17% |
$4.75K - $5.03K
|
104K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
3.29K+ 21.56% |
$86.8K - $92K
|
18.6K
$505K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
8.52KNew |
$225K - $238K
|
8.52K
$232K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$26.4 - $28
|
14K
$380K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.91K+ 6.89% |
$50.4K - $53.4K
|
29.6K
$807K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20.2K+ 5.57% |
$532K - $564K
|
382K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-186K- 32.03% |
$4.91M - $5.2M
|
395K
$10.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-1.09K- 7.07% |
$28.6K - $30.3K
|
14.3K
$389K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
534+ 1.06% |
$14.1K - $14.9K
|
50.8K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-483- 3.12% |
$12.7K - $13.5K
|
15K
$409K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.62K+ 19.91% |
$227K - $241K
|
51.9K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.36K+ 25.72% |
$88.6K - $93.9K
|
16.4K
$447K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-748- 2.11% |
$19.7K - $20.9K
|
34.8K
$947K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
554+ 1.55% |
$14.6K - $15.5K
|
36.4K
$990K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
71.2KNew |
$1.88M - $1.99M
|
71.2K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.72K- 4.21% |
$45.3K - $48K
|
39.1K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.21K+ 7.3% |
$58.2K - $61.7K
|
32.4K
$883K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.69K+ 1.49% |
$44.5K - $47.1K
|
115K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
29K+ 1.67% |
$766K - $812K
|
1.77M
$48.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-7.89K- 3.48% |
$208K - $221K
|
219K
$5.96M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.38K+ 1.44% |
$89.2K - $94.6K
|
238K
$6.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
34.5K+ 22.95% |
$911K - $965K
|
185K
$5.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-102K- 1.97% |
$2.7M - $2.86M
|
5.09M
$139M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50.3KNew |
$1.33M - $1.4M
|
50.3K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-12- 0.05% |
$317 - $335
|
23.5K
$640K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
428+ 1.17% |
$11.3K - $12K
|
37.1K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 1.25% |
$52.2K - $55.3K
|
156K
$4.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-127K- 19.87% |
$3.35M - $3.55M
|
512K
$13.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.49K+ 25.83% |
$224K - $237K
|
41.4K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
7.43K+ 2.02% |
$196K - $208K
|
376K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4.31K- 2.58% |
$114K - $120K
|
163K
$4.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.85K+ 19.86% |
$75.1K - $79.6K
|
17.2K
$468K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
106K+ 49.38% |
$2.8M - $2.96M
|
321K
$8.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-15.9K- 4.52% |
$420K - $445K
|
336K
$9.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
10.4KNew |
$274K - $290K
|
10.4K
$283K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-342- 3.04% |
$9.02K - $9.56K
|
10.9K
$297K
|
|