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 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.02K- 7.22% |
$26.8K - $28.4K
|
13.1K
$356K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-156- 0.04% |
$4.12K - $4.36K
|
377K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.85KNew |
$48.8K - $51.7K
|
1.85K
$50.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-17.4K- 19.63% |
$458K - $486K
|
71.2K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-9.91K- 28.03% |
$261K - $277K
|
25.4K
$693K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
172K+ 29.41% |
$4.55M - $4.82M
|
758K
$20.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-3.21K- 74.12% |
$84.8K - $89.8K
|
1.12K
$30.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.3K+ 21.93% |
$271K - $287K
|
57.1K
$1.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.75K- 15.62% |
$46.1K - $48.8K
|
9.44K
$257K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-77.5K- 23.42% |
$2.04M - $2.17M
|
253K
$6.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-225- 2.51% |
$5.94K - $6.29K
|
8.74K
$238K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-6.81K- 3.22% |
$180K - $190K
|
205K
$5.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
26.9K+ 432.06% |
$709K - $751K
|
33.1K
$901K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
15.8KNew |
$416K - $441K
|
15.8K
$430K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.09K- 2.49% |
$28.8K - $30.5K
|
42.7K
$1.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-49.4K- 33.23% |
$1.3M - $1.38M
|
99.2K
$2.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
39+ 0.2% |
$1.03K - $1.09K
|
19.2K
$524K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-4.22M- 92.59% |
$111M - $118M
|
338K
$9.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-272- 2.26% |
$7.18K - $7.6K
|
11.8K
$321K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.66KNew |
$96.6K - $102K
|
3.66K
$99.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
360+ 4.11% |
$9.5K - $10.1K
|
9.12K
$249K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.3K+ 1.77% |
$34.3K - $36.3K
|
74.8K
$2.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.43K- 6.72% |
$117K - $124K
|
61.5K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.45K+ 7.84% |
$117K - $124K
|
61.2K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5.14K+ 186.41% |
$136K - $144K
|
7.9K
$215K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
17.2K+ 6.05% |
$454K - $481K
|
302K
$8.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.65K- 6.09% |
$43.5K - $46.1K
|
25.4K
$692K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.99K- 2.01% |
$52.6K - $55.7K
|
97.1K
$2.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-35.9K- 8.89% |
$948K - $1M
|
369K
$10M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
184+ 12.42% |
$4.85K - $5.14K
|
1.67K
$45.4K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11K+ 4.32% |
$290K - $308K
|
266K
$7.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.32K- 3.89% |
$61.1K - $64.7K
|
57.2K
$1.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-197- 0.08% |
$5.2K - $5.51K
|
232K
$6.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
18.5K+ 2.04% |
$487K - $516K
|
922K
$25.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-298- 3.73% |
$7.86K - $8.33K
|
7.7K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-807- 1.98% |
$21.3K - $22.6K
|
39.9K
$1.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-7.49K- 46.57% |
$198K - $209K
|
8.6K
$234K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.3KNew |
$534K - $566K
|
20.3K
$552K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.4K- 3.28% |
$854K - $905K
|
955K
$26M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.5KNew |
$39.6K - $41.9K
|
1.5K
$40.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-610- 2.1% |
$16.1K - $17K
|
28.4K
$774K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-881- 3.56% |
$23.2K - $24.6K
|
23.8K
$649K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
175+ 0.96% |
$4.62K - $4.89K
|
18.4K
$500K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
36+ 0.28% |
$950 - $1.01K
|
12.9K
$350K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-82.1K- 11.07% |
$2.17M - $2.29M
|
659K
$18M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.8K- 1.14% |
$100K - $106K
|
329K
$8.96M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-31.1K- 8.82% |
$819K - $868K
|
321K
$8.75M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.5K+ 3.56% |
$66K - $69.9K
|
72.8K
$1.98M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-566- 82.51% |
$14.9K - $15.8K
|
120
$3.27K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.24K+ 3.16% |
$32.7K - $34.6K
|
40.4K
$1.1M
|
|