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 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.06K+ 29.7% |
$239K - $253K
|
39.6K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
19.1K+ 38.73% |
$503K - $533K
|
68.3K
$1.86M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8K+ 101.57% |
$211K - $224K
|
15.9K
$433K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
335+ 2.66% |
$8.84K - $9.36K
|
13K
$353K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-564- 21.98% |
$14.9K - $15.8K
|
2K
$54.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.84K+ 51.02% |
$128K - $135K
|
14.3K
$390K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-9.49K- 2.4% |
$250K - $265K
|
385K
$10.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-338K- 22.22% |
$8.93M - $9.46M
|
1.18M
$32.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.57K+ 1.61% |
$200K - $212K
|
477K
$13M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.04K+ 13.38% |
$27.5K - $29.1K
|
8.82K
$240K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-7.95K- 47.93% |
$210K - $222K
|
8.63K
$235K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-580K- 45.56% |
$15.3M - $16.2M
|
693K
$18.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.35KNew |
$62K - $65.7K
|
2.35K
$64K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.27K- 39.76% |
$139K - $147K
|
7.99K
$218K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-15.7K- 60.43% |
$414K - $439K
|
10.3K
$280K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.08K- 5.23% |
$28.5K - $30.2K
|
19.6K
$533K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-19.1K- 30.03% |
$503K - $532K
|
44.4K
$1.21M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-143- 0.42% |
$3.77K - $4K
|
34K
$927K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9.52K+ 0.48% |
$251K - $266K
|
2.01M
$54.8M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-138- 0.57% |
$3.64K - $3.86K
|
23.9K
$652K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
815+ 10.27% |
$21.5K - $22.8K
|
8.75K
$238K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.05K- 3.36% |
$27.7K - $29.3K
|
30.2K
$823K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.29K- 1.72% |
$60.3K - $63.9K
|
130K
$3.55M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.13K+ 3.02% |
$29.9K - $31.6K
|
38.7K
$1.05M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7.77K- 1.58% |
$205K - $217K
|
483K
$13.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-9.34K- 6.34% |
$246K - $261K
|
138K
$3.76M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-935- 7.65% |
$24.7K - $26.1K
|
11.3K
$307K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-71.2K- 0.78% |
$1.73M - $1.98M
|
9.09M
$248M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-890- 10.3% |
$21.6K - $24.8K
|
7.75K
$211K
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1- 0.64% |
$24.3 - $27.9
|
155
$4.22K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-958- 6.88% |
$23.3K - $26.7K
|
13K
$353K
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-153K- 91.38% |
$3.72M - $4.26M
|
14.4K
$393K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
508+ 0.81% |
$12.4K - $14.2K
|
63.5K
$1.73M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
960New |
$23.3K - $26.8K
|
960
$26.2K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
8.94KNew |
$217K - $249K
|
8.94K
$243K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
936+ 11.9% |
$22.8K - $26.1K
|
8.8K
$240K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.34K+ 5.16% |
$32.6K - $37.4K
|
27.3K
$745K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
432New |
$10.5K - $12K
|
432
$11.8K
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-2.67K- 13.93% |
$64.9K - $74.4K
|
16.5K
$449K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
25.7KNew |
$624K - $715K
|
25.7K
$699K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.61KNew |
$39.1K - $44.8K
|
1.61K
$43.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.19K+ 9.02% |
$224K - $256K
|
111K
$3.03M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
117K+ 2244.46% |
$2.85M - $3.26M
|
122K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
13.8K+ 137.4% |
$335K - $384K
|
23.8K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
85New |
$2.07K - $2.37K
|
85
$2.32K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
820KNew |
$19.9M - $22.9M
|
820K
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
787KNew |
$19.1M - $21.9M
|
787K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
950+ 6.63% |
$23.1K - $26.5K
|
15.3K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
252+ 1.29% |
$6.13K - $7.02K
|
19.9K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
680KNew |
$16.5M - $19M
|
680K
$18.5M
|
|