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 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.66K- 1.43% |
$43.7K - $46.3K
|
114K
$3.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.24M- 97.31% |
$32.6M - $34.6M
|
34.2K
$932K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.9KNew |
$286K - $303K
|
10.9K
$296K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.84K- 3.21% |
$233K - $247K
|
267K
$7.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
157+ 0.37% |
$4.14K - $4.39K
|
43K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
8.08KNew |
$213K - $226K
|
8.08K
$220K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
65+ 0.3% |
$1.71K - $1.82K
|
21.9K
$597K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.49K- 5.69% |
$118K - $125K
|
74.3K
$2.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
28+ 0.95% |
$739 - $783
|
2.98K
$81K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.08K+ 8.97% |
$81.3K - $86.1K
|
37.4K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.44K- 0.39% |
$37.9K - $40.2K
|
363K
$9.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-25.4K- 5.26% |
$671K - $711K
|
458K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.64KNew |
$202K - $214K
|
7.64K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
7+ 0.04% |
$185 - $196
|
15.8K
$432K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-26.9K- 29.48% |
$710K - $752K
|
64.3K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-248K- 96.97% |
$6.55M - $6.94M
|
7.76K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-42.8K- 6.51% |
$1.13M - $1.2M
|
615K
$16.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-123K- 52.06% |
$3.25M - $3.45M
|
114K
$3.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-138K- 14.25% |
$3.64M - $3.86M
|
831K
$22.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1+ 0.01% |
$26.4 - $28
|
14K
$381K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26.1K+ 15.01% |
$688K - $729K
|
200K
$5.45M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.36K+ 23.2% |
$35.8K - $37.9K
|
7.2K
$196K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-27- 0.28% |
$712 - $755
|
9.62K
$262K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-3.41K- 21.26% |
$90K - $95.3K
|
12.6K
$344K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
232+ 0.06% |
$6.12K - $6.48K
|
421K
$11.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
866+ 0.23% |
$22.8K - $24.2K
|
384K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
49.1K+ 29.0% |
$1.3M - $1.37M
|
219K
$5.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
286+ 1.67% |
$7.54K - $7.99K
|
17.4K
$475K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.49K+ 0.7% |
$65.8K - $69.7K
|
358K
$9.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
5+ 0.36% |
$132 - $140
|
1.39K
$37.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-11.4K- 1.43% |
$301K - $319K
|
788K
$21.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
477+ 41.19% |
$12.6K - $13.3K
|
1.64K
$44.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-240- 2.28% |
$6.33K - $6.71K
|
10.3K
$280K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 0.1% |
$554 - $587
|
21.4K
$582K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$52.8 - $55.9
|
17.9K
$487K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-9.02K- 4.73% |
$238K - $252K
|
182K
$4.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.2K+ 4.06% |
$31.6K - $33.5K
|
30.7K
$836K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-6.05K- 4.39% |
$160K - $169K
|
132K
$3.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-994- 6.58% |
$26.2K - $27.8K
|
14.1K
$384K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.19K+ 1.22% |
$57.7K - $61.2K
|
182K
$4.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-354- 1.35% |
$9.34K - $9.89K
|
25.8K
$704K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.51K- 7.41% |
$198K - $210K
|
93.8K
$2.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-915K- 66.13% |
$24.1M - $25.6M
|
468K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.07K+ 118.43% |
$54.6K - $57.8K
|
3.82K
$104K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27.4K- 6.89% |
$723K - $766K
|
371K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-333- 5.0% |
$8.78K - $9.31K
|
6.33K
$172K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
16.1K+ 13.16% |
$424K - $450K
|
138K
$3.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
414+ 1.08% |
$10.9K - $11.6K
|
38.9K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
851+ 0.52% |
$22.4K - $23.8K
|
165K
$4.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21.4K+ 5.2% |
$566K - $599K
|
434K
$11.8M
|
|