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 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-7.56K- 13.2% |
$200K - $211K
|
49.7K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
334+ 1.03% |
$8.81K - $9.34K
|
32.7K
$889K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.05K- 7.8% |
$27.7K - $29.3K
|
12.4K
$338K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
186+ 1.89% |
$4.91K - $5.2K
|
10K
$274K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.15K+ 10.87% |
$109K - $116K
|
42.3K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.2K+ 8.15% |
$427K - $452K
|
215K
$5.85M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
147+ 0.59% |
$3.88K - $4.11K
|
25.1K
$685K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.76KNew |
$205K - $217K
|
7.76K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-59.4K- 17.1% |
$1.57M - $1.66M
|
288K
$7.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-32.4K- 18.75% |
$853K - $904K
|
140K
$3.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
4.89K+ 0.98% |
$129K - $137K
|
503K
$13.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.02K+ 2.65% |
$212K - $224K
|
311K
$8.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.08K- 2.69% |
$134K - $142K
|
183K
$5M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
25KNew |
$659K - $698K
|
25K
$680K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15K+ 8.11% |
$395K - $419K
|
200K
$5.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.22K- 0.92% |
$32.2K - $34.1K
|
131K
$3.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-46.1K- 9.76% |
$1.22M - $1.29M
|
426K
$11.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.13K- 1.11% |
$56.1K - $59.4K
|
190K
$5.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.38K- 8.74% |
$62.7K - $66.4K
|
24.8K
$676K
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
41.7K+ 16.75% |
$1.1M - $1.16M
|
291K
$7.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-12K- 4.2% |
$316K - $335K
|
273K
$7.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
479+ 5.4% |
$12.6K - $13.4K
|
9.35K
$255K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-92.9K- 19.04% |
$2.45M - $2.6M
|
395K
$10.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.01% |
$52.8 - $55.9
|
14.5K
$394K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
53.9K+ 4.59% |
$1.42M - $1.51M
|
1.23M
$33.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.54K+ 32.79% |
$173K - $183K
|
26.5K
$722K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.85K- 12.8% |
$75.1K - $79.5K
|
19.4K
$528K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-6- 0.04% |
$158 - $168
|
15.3K
$417K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
407KNew |
$10.7M - $11.4M
|
407K
$11.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
4.84K+ 3.65% |
$128K - $135K
|
137K
$3.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.27K- 5.06% |
$59.9K - $63.5K
|
42.6K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
9.16K+ 6.13% |
$242K - $256K
|
159K
$4.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.59K+ 10.02% |
$94.7K - $100K
|
39.4K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-65.9K- 50.95% |
$1.74M - $1.84M
|
63.5K
$1.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-604- 2.34% |
$15.9K - $16.9K
|
25.2K
$688K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-778- 1.15% |
$20.5K - $21.7K
|
67.1K
$1.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.12K- 4.83% |
$29.6K - $31.3K
|
22.1K
$601K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
111K+ 110.55% |
$2.93M - $3.11M
|
212K
$5.76M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
617+ 19.4% |
$16.3K - $17.2K
|
3.8K
$103K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.9K+ 5.52% |
$1.66M - $1.76M
|
1.2M
$32.8M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
11K+ 5.21% |
$290K - $308K
|
222K
$6.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
165New |
$4.35K - $4.61K
|
165
$4.49K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
11.3K+ 3.19% |
$298K - $316K
|
366K
$9.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
410+ 2.92% |
$10.8K - $11.5K
|
14.4K
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
97.9K+ 103.74% |
$2.58M - $2.74M
|
192K
$5.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-146- 0.18% |
$3.85K - $4.08K
|
81.3K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.3K+ 95.33% |
$457K - $484K
|
35.5K
$966K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.57K- 5.56% |
$41.4K - $43.9K
|
26.7K
$727K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10.5K+ 33.42% |
$276K - $292K
|
41.8K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.11K+ 14.28% |
$82K - $86.9K
|
24.9K
$678K
|
|