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 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-300- 3.9% |
$7.91K - $8.39K
|
7.4K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-662K- 65.26% |
$17.5M - $18.5M
|
352K
$9.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.59K+ 17.55% |
$68.3K - $72.4K
|
17.3K
$472K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-80.3K- 12.78% |
$2.12M - $2.24M
|
548K
$14.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
8.58KNew |
$226K - $240K
|
8.58K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
181New |
$4.77K - $5.06K
|
181
$4.93K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
6.58K+ 9.25% |
$174K - $184K
|
77.7K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
9.22K+ 2.62% |
$243K - $258K
|
362K
$9.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.66K- 4.55% |
$43.8K - $46.4K
|
34.8K
$948K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-768- 0.27% |
$20.3K - $21.5K
|
281K
$7.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-48.8K- 3.99% |
$1.29M - $1.36M
|
1.17M
$32M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4.61K- 3.65% |
$122K - $129K
|
122K
$3.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.91K+ 40.91% |
$130K - $137K
|
16.9K
$461K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-359- 30.66% |
$9.47K - $10K
|
812
$22.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-661K- 29.29% |
$17.4M - $18.5M
|
1.59M
$43.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.63K+ 6.54% |
$42.9K - $45.5K
|
26.5K
$722K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
782+ 5.6% |
$20.6K - $21.9K
|
14.7K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
82.7K+ 45.92% |
$2.18M - $2.31M
|
263K
$7.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.47K- 0.4% |
$38.7K - $41K
|
361K
$9.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.88K+ 1.4% |
$49.5K - $52.5K
|
136K
$3.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.45K+ 1.69% |
$64.7K - $68.6K
|
148K
$4.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
18.2KNew |
$481K - $510K
|
18.2K
$497K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
32K+ 51.94% |
$845K - $895K
|
93.7K
$2.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-5.23K- 11.54% |
$138K - $146K
|
40.1K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.74K- 3.3% |
$98.7K - $105K
|
110K
$2.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16.2K+ 8.15% |
$427K - $452K
|
215K
$5.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-237K- 76.3% |
$6.24M - $6.61M
|
73.5K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
261+ 1.79% |
$6.89K - $7.29K
|
14.8K
$404K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.85K+ 19.76% |
$48.8K - $51.7K
|
11.2K
$305K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.27K+ 3.18% |
$113K - $119K
|
139K
$3.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.32K+ 0.66% |
$61.2K - $64.8K
|
351K
$9.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
422+ 0.66% |
$11.1K - $11.8K
|
64.1K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5.34K- 16.43% |
$141K - $149K
|
27.2K
$741K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.25K- 4.97% |
$33K - $34.9K
|
23.9K
$651K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.9K+ 2.42% |
$393K - $416K
|
630K
$17.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.44K- 0.95% |
$90.7K - $96.1K
|
358K
$9.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
9.99KNew |
$264K - $279K
|
9.99K
$272K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.51K+ 1.76% |
$66.1K - $70K
|
145K
$3.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-420- 2.14% |
$11.1K - $11.7K
|
19.2K
$524K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
13.4K+ 3259.12% |
$353K - $374K
|
13.8K
$376K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-20.7K- 3.84% |
$547K - $579K
|
519K
$14.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-79.6K- 2.92% |
$2.1M - $2.22M
|
2.64M
$72M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.8K+ 8.42% |
$365K - $387K
|
178K
$4.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.1K- 10.06% |
$55.5K - $58.8K
|
18.8K
$512K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-524- 2.97% |
$13.8K - $14.6K
|
17.1K
$467K
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-2.31K- 4.08% |
$60.8K - $64.4K
|
54.2K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
90+ 0.76% |
$2.37K - $2.52K
|
12K
$326K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-95.9K- 11.13% |
$2.53M - $2.68M
|
766K
$20.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
5.69K+ 239.2% |
$150K - $159K
|
8.07K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-160K- 34.88% |
$4.21M - $4.46M
|
298K
$8.11M
|
|