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 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
471+ 0.95% |
$12.4K - $13.2K
|
50K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.96K- 9.7% |
$78.2K - $82.8K
|
27.6K
$752K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.6K- 3.93% |
$280K - $297K
|
260K
$7.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-16.7K- 1.81% |
$442K - $468K
|
910K
$24.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.32K- 0.76% |
$34.8K - $36.9K
|
173K
$4.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 2.33% |
$26.4 - $28
|
44
$1.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
879+ 9.8% |
$23.2K - $24.6K
|
9.85K
$268K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-1.82K- 0.26% |
$47.9K - $50.8K
|
709K
$19.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
580+ 4.44% |
$15.3K - $16.2K
|
13.6K
$371K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
19K+ 8.94% |
$501K - $531K
|
232K
$6.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.65K+ 6.85% |
$43.4K - $46K
|
25.7K
$699K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.57K- 70.95% |
$67.7K - $71.7K
|
1.05K
$28.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
577+ 2.57% |
$15.2K - $16.1K
|
23K
$627K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-36.6K- 12.59% |
$965K - $1.02M
|
254K
$6.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
953+ 9.03% |
$25.1K - $26.6K
|
11.5K
$313K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-18.8K- 7.71% |
$496K - $525K
|
225K
$6.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
114K+ 10.47% |
$2.99M - $3.17M
|
1.2M
$32.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1K+ 4.29% |
$26.4K - $28K
|
24.3K
$661K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 14.45% |
$39.6K - $41.9K
|
8.88K
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-625- 5.73% |
$16.5K - $17.5K
|
10.3K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
11.1K+ 13.28% |
$293K - $310K
|
94.6K
$2.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.82K+ 3.52% |
$101K - $107K
|
112K
$3.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10.5K+ 0.88% |
$277K - $293K
|
1.21M
$32.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-1.15K- 3.66% |
$30.4K - $32.2K
|
30.3K
$826K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.04K+ 1.62% |
$106K - $113K
|
254K
$6.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.91% |
$132 - $140
|
553
$15.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
178+ 14.3% |
$4.7K - $4.98K
|
1.42K
$38.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.8K+ 3.3% |
$285K - $302K
|
338K
$9.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.18K+ 33.09% |
$110K - $117K
|
16.8K
$458K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-625- 4.13% |
$16.5K - $17.5K
|
14.5K
$395K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.47K- 3.91% |
$65.2K - $69.1K
|
60.7K
$1.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-239- 1.29% |
$6.3K - $6.68K
|
18.3K
$497K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
363+ 0.1% |
$9.58K - $10.1K
|
365K
$9.95M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
78+ 0.85% |
$2.06K - $2.18K
|
9.22K
$251K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
37K+ 203.69% |
$977K - $1.04M
|
55.2K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
3.87K+ 2.5% |
$102K - $108K
|
159K
$4.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-364K- 38.03% |
$9.59M - $10.2M
|
592K
$16.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.95K+ 0.74% |
$183K - $194K
|
951K
$25.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.6K- 5.76% |
$307K - $326K
|
190K
$5.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-3.6K- 1.33% |
$94.9K - $101K
|
266K
$7.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.4K+ 9.76% |
$37K - $39.2K
|
15.8K
$430K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.51K- 4.33% |
$119K - $126K
|
99.7K
$2.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.6K+ 39.78% |
$95K - $101K
|
12.7K
$345K
|
|
|
Oct 15, 2025
Q3 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
29+ 0.19% |
$765 - $811
|
15.2K
$413K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
8.34KNew |
$220K - $233K
|
8.34K
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-580K- 58.84% |
$15.3M - $16.2M
|
406K
$11.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-197K- 92.19% |
$5.2M - $5.51M
|
16.7K
$455K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.42K- 0.35% |
$63.8K - $67.6K
|
693K
$18.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.96K- 2.79% |
$51.8K - $54.9K
|
68.5K
$1.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.77K+ 2.12% |
$72.9K - $77.3K
|
133K
$3.62M
|
|