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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
18.7K+ 98.92% |
$493K - $522K
|
37.6K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
74.7K+ 3.53% |
$1.97M - $2.09M
|
2.19M
$59.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
375+ 1.1% |
$9.89K - $10.5K
|
34.4K
$936K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
99.8K+ 1168.29% |
$2.63M - $2.79M
|
108K
$2.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-3.59K- 2.88% |
$94.7K - $100K
|
121K
$3.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-444- 2.45% |
$11.7K - $12.4K
|
17.7K
$483K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-404- 1.79% |
$10.7K - $11.3K
|
22.2K
$605K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.81K- 3.94% |
$47.7K - $50.6K
|
44.2K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
24.6K+ 5.52% |
$650K - $689K
|
471K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-3.68K- 2.66% |
$96.9K - $103K
|
135K
$3.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-2.54K- 20.75% |
$66.9K - $70.9K
|
9.68K
$264K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 1.5% |
$49.8K - $52.8K
|
128K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
115+ 0.45% |
$3.03K - $3.21K
|
25.8K
$703K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.32K+ 1.0% |
$34.7K - $36.8K
|
133K
$3.61M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
77.1K+ 36.5% |
$2.03M - $2.15M
|
288K
$7.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12K+ 22.1% |
$316K - $335K
|
66.2K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-8.45K- 14.19% |
$223K - $236K
|
51.1K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14+ 0.43% |
$369 - $391
|
3.3K
$90K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.79K- 6.72% |
$258K - $274K
|
136K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.98K+ 4.99% |
$52.2K - $55.3K
|
41.6K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.47K+ 2.56% |
$65.2K - $69.1K
|
99K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.9K- 1.65% |
$315K - $334K
|
712K
$19.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
529+ 0.6% |
$14K - $14.8K
|
88.8K
$2.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-610- 1.52% |
$16.1K - $17K
|
39.4K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.71K+ 5.4% |
$71.6K - $75.9K
|
52.9K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.25K+ 7.35% |
$138K - $147K
|
76.6K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
208+ 1.79% |
$5.49K - $5.81K
|
11.8K
$321K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
8.16K+ 92.37% |
$215K - $228K
|
17K
$463K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-22.4K- 7.23% |
$591K - $626K
|
287K
$7.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.09K+ 20.63% |
$108K - $114K
|
23.9K
$651K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
8.9K+ 43.45% |
$235K - $249K
|
29.4K
$801K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-270K- 52.6% |
$7.12M - $7.54M
|
243K
$6.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
166+ 0.47% |
$4.38K - $4.64K
|
35.3K
$963K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 8.81% |
$482K - $511K
|
226K
$6.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-436- 3.26% |
$11.5K - $12.2K
|
12.9K
$352K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.86K+ 8.39% |
$102K - $108K
|
49.9K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.01M+ 17.97% |
$26.5M - $28.1M
|
6.6M
$180M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-59K- 16.51% |
$1.56M - $1.65M
|
298K
$8.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
505+ 0.06% |
$13.3K - $14.1K
|
843K
$23M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.09K- 0.89% |
$81.6K - $86.4K
|
346K
$9.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
450New |
$11.9K - $12.6K
|
450
$12.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.24K+ 3.88% |
$112K - $119K
|
114K
$3.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 0.91% |
$59.9K - $63.4K
|
246K
$6.71M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
450+ 42.86% |
$11.9K - $12.6K
|
1.5K
$40.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.48K+ 6.58% |
$91.8K - $97.3K
|
56.4K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.4KNew |
$273K - $289K
|
10.4K
$282K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-120- 1.51% |
$3.17K - $3.35K
|
7.82K
$213K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.49K+ 2.43% |
$198K - $209K
|
316K
$8.6M
|
|