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 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
608+ 0.89% |
$16K - $17K
|
68.9K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27.9K+ 7.52% |
$735K - $778K
|
398K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.84K+ 3.89% |
$101K - $107K
|
103K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10.7K+ 11.0% |
$282K - $299K
|
108K
$2.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
201New |
$5.3K - $5.62K
|
201
$5.48K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
147+ 0.52% |
$3.88K - $4.11K
|
28.3K
$770K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-2.93K- 0.18% |
$77.2K - $81.8K
|
1.64M
$44.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-864- 3.59% |
$22.8K - $24.1K
|
23.2K
$631K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
164+ 1.62% |
$4.33K - $4.58K
|
10.3K
$280K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
226K+ 401.37% |
$5.96M - $6.31M
|
282K
$7.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-488- 1.45% |
$12.9K - $13.6K
|
33.1K
$901K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.01KNew |
$79.3K - $84K
|
3.01K
$81.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-44- 1.2% |
$1.16K - $1.23K
|
3.62K
$98.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
12.4K+ 4.37% |
$328K - $347K
|
296K
$8.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7.75K+ 7.18% |
$204K - $217K
|
116K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-333- 4.03% |
$8.78K - $9.31K
|
7.94K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.94K- 0.99% |
$104K - $110K
|
395K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-7.62K- 14.6% |
$201K - $213K
|
44.6K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
8.62KNew |
$228K - $241K
|
8.62K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-121- 0.95% |
$3.19K - $3.38K
|
12.6K
$344K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
504+ 3.3% |
$13.3K - $14.1K
|
15.8K
$430K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-7.33K- 21.08% |
$193K - $205K
|
27.4K
$747K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.95K+ 1.39% |
$51.4K - $54.5K
|
142K
$3.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-3.5K- 1.02% |
$92.3K - $97.7K
|
339K
$9.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-34K- 20.43% |
$898K - $951K
|
133K
$3.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5.6K+ 22.17% |
$148K - $156K
|
30.8K
$840K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
724+ 1.93% |
$19.1K - $20.2K
|
38.3K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-269- 0.74% |
$7.1K - $7.52K
|
36.2K
$987K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
70.8K+ 2.59% |
$1.87M - $1.98M
|
2.8M
$76.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-69- 0.02% |
$1.82K - $1.93K
|
309K
$8.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.03% |
$475 - $503
|
56.4K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.53K- 1.86% |
$40.4K - $42.8K
|
80.9K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
257+ 0.2% |
$6.78K - $7.18K
|
128K
$3.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-53.6K- 84.43% |
$1.41M - $1.5M
|
9.88K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 6.49% |
$444K - $471K
|
276K
$7.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
280KNew |
$7.39M - $7.83M
|
280K
$7.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-82K- 0.68% |
$2.16M - $2.29M
|
11.9M
$325M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
317KNew |
$8.36M - $8.85M
|
317K
$8.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-474- 0.93% |
$12.5K - $13.2K
|
50.6K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 50.0% |
$26.4 - $28
|
3
$81.7
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-14K- 3.89% |
$369K - $391K
|
346K
$9.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.64KNew |
$69.5K - $73.6K
|
2.64K
$71.8K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-216- 2.64% |
$5.7K - $6.04K
|
7.98K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-52.8K- 32.59% |
$1.39M - $1.48M
|
109K
$2.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-4.48K- 0.8% |
$118K - $125K
|
556K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.02K+ 11.94% |
$79.6K - $84.4K
|
28.3K
$771K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
57+ 0.14% |
$1.5K - $1.59K
|
40.3K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.23K- 1.65% |
$111K - $118K
|
252K
$6.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-771- 6.36% |
$20.3K - $21.5K
|
11.3K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-9.36K- 1.41% |
$247K - $262K
|
656K
$17.9M
|
|