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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.5K+ 18.97% |
$1.44M - $1.52M
|
342K
$9.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-54.7K- 6.47% |
$1.44M - $1.53M
|
791K
$21.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-10.9K- 1.56% |
$287K - $304K
|
687K
$18.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.57K+ 1.03% |
$67.8K - $71.8K
|
251K
$6.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
11.3K+ 3.84% |
$299K - $317K
|
307K
$8.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
19.6KNew |
$516K - $547K
|
19.6K
$533K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
10.1K+ 2.27% |
$266K - $281K
|
454K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
528+ 4.63% |
$13.9K - $14.8K
|
11.9K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-5.45K- 40.41% |
$144K - $152K
|
8.04K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.55K- 3.29% |
$226K - $239K
|
252K
$6.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.77K- 2.52% |
$46.6K - $49.3K
|
68.2K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.2K+ 5.54% |
$428K - $453K
|
309K
$8.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
10.7K+ 9.18% |
$281K - $298K
|
127K
$3.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
150+ 1.9% |
$3.96K - $4.19K
|
8.06K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.06K- 82.45% |
$27.9K - $29.5K
|
225
$6.13K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-221K- 3.94% |
$5.84M - $6.19M
|
5.39M
$147M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
75+ 0.97% |
$1.98K - $2.1K
|
7.85K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
97+ 0.97% |
$2.56K - $2.71K
|
10.1K
$275K
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-13.4K- 64.14% |
$354K - $375K
|
7.49K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-950- 8.97% |
$25.1K - $26.6K
|
9.64K
$263K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
951+ 4.02% |
$25.1K - $26.6K
|
24.6K
$670K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
66K+ 6.95% |
$1.74M - $1.85M
|
1.02M
$27.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.46K+ 17.53% |
$64.8K - $68.7K
|
16.5K
$449K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.21K- 4.36% |
$111K - $118K
|
92.2K
$2.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$351K - $372K
|
13.3K
$362K
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
7.5KNew |
$198K - $210K
|
7.5K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
43+ 0.16% |
$1.13K - $1.2K
|
26.1K
$711K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-40.8K- 99.64% |
$1.08M - $1.14M
|
146
$3.98K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8.95KNew |
$236K - $250K
|
8.95K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.19K- 21.4% |
$110K - $117K
|
15.4K
$419K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31.8K+ 1.05% |
$839K - $889K
|
3.06M
$83.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-552- 3.84% |
$14.6K - $15.4K
|
13.8K
$376K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-5.86K- 4.95% |
$154K - $164K
|
112K
$3.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-280K- 80.12% |
$7.4M - $7.84M
|
69.6K
$1.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.71K+ 1.02% |
$97.8K - $104K
|
366K
$9.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111K- 14.05% |
$2.93M - $3.1M
|
679K
$18.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
30.1K+ 3.03% |
$794K - $841K
|
1.02M
$27.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.11K- 10.83% |
$29.3K - $31K
|
9.14K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
35+ 0.46% |
$923 - $978
|
7.72K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
168+ 0.96% |
$4.43K - $4.7K
|
17.6K
$480K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
20.5K+ 3.36% |
$540K - $573K
|
630K
$17.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
753+ 3.19% |
$19.9K - $21K
|
24.4K
$664K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-7.6K- 6.16% |
$200K - $212K
|
116K
$3.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.94K- 6.94% |
$157K - $166K
|
79.6K
$2.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-869- 0.91% |
$22.9K - $24.3K
|
95.1K
$2.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.02K- 7.22% |
$26.8K - $28.4K
|
13.1K
$356K
|
|