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 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-90.9K- 31.29% |
$2.4M - $2.54M
|
199K
$5.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-600- 6.25% |
$15.8K - $16.8K
|
9K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.69K- 12.12% |
$150K - $159K
|
41.2K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.1KNew |
$768K - $814K
|
29.1K
$793K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.22K- 12.39% |
$85K - $90.1K
|
22.8K
$621K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
41+ 0.97% |
$1.08K - $1.15K
|
4.26K
$116K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-64.7K- 15.62% |
$1.71M - $1.81M
|
350K
$9.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.72K+ 9.33% |
$98.1K - $104K
|
43.6K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
489+ 17.62% |
$12.9K - $13.7K
|
3.26K
$88.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
9.83K+ 3.32% |
$259K - $275K
|
306K
$8.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-66- 0.54% |
$1.74K - $1.84K
|
12.1K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.16K+ 9.7% |
$57.1K - $60.5K
|
24.5K
$666K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-19.8K- 80.72% |
$522K - $553K
|
4.72K
$129K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
37.2K+ 6.74% |
$982K - $1.04M
|
589K
$16M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
85+ 0.46% |
$2.24K - $2.38K
|
18.6K
$506K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 9.18% |
$48.4K - $51.3K
|
21.8K
$595K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
27.9K+ 69.58% |
$735K - $779K
|
67.9K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.78K+ 10.17% |
$46.9K - $49.7K
|
19.3K
$525K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 1.4% |
$79.1 - $83.9
|
217
$5.91K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.8K- 5.2% |
$73.8K - $78.2K
|
51K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.04K- 9.0% |
$53.8K - $57K
|
20.6K
$561K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-167- 16.77% |
$4.41K - $4.67K
|
829
$22.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
166+ 0.13% |
$4.38K - $4.64K
|
130K
$3.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.9K+ 40.34% |
$103K - $109K
|
13.6K
$369K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06K+ 2.39% |
$27.9K - $29.6K
|
45.4K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.14K+ 5.07% |
$56.5K - $59.8K
|
44.4K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-767- 3.56% |
$20.2K - $21.4K
|
20.8K
$567K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8.3K- 2.84% |
$219K - $232K
|
284K
$7.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-127K- 57.11% |
$3.35M - $3.55M
|
95.4K
$2.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.91KNew |
$209K - $221K
|
7.91K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.3K+ 2.46% |
$299K - $316K
|
471K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-10K- 1.92% |
$265K - $280K
|
511K
$13.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.17K+ 1.08% |
$110K - $116K
|
389K
$10.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-936- 8.58% |
$24.7K - $26.2K
|
9.97K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.51K- 18.0% |
$66.2K - $70.1K
|
11.4K
$311K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.2K+ 8.38% |
$428K - $453K
|
210K
$5.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-347K- 64.88% |
$9.14M - $9.69M
|
188K
$5.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-12.3K- 5.35% |
$326K - $345K
|
218K
$5.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-1.56M- 43.64% |
$41.2M - $43.7M
|
2.02M
$55M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
21K+ 10.56% |
$554K - $587K
|
220K
$5.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.45K+ 3.72% |
$38.3K - $40.6K
|
40.5K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.55K- 2.3% |
$120K - $127K
|
193K
$5.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-8.42K- 5.36% |
$222K - $235K
|
149K
$4.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 0.19% |
$31.1K - $33K
|
625K
$17M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.42K- 23.09% |
$117K - $124K
|
14.7K
$401K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-964K- 29.01% |
$25.4M - $26.9M
|
2.36M
$64.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.65K- 0.99% |
$43.5K - $46.1K
|
166K
$4.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
154K+ 17.5% |
$4.07M - $4.32M
|
1.04M
$28.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-574- 2.76% |
$15.1K - $16K
|
20.2K
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10.1K+ 119.79% |
$266K - $281K
|
18.5K
$503K
|
|