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
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31.8K+ 1.05% |
$839K - $889K
|
3.06M
$83.3M
|
|
|
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
|
|
|
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
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
172K+ 29.41% |
$4.55M - $4.82M
|
758K
$20.7M
|
|
|
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 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
|
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
|
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
|
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 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
|
|