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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
20KNew |
$486K - $557K
|
20K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.56K+ 15.98% |
$111K - $127K
|
33.1K
$901K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.22K- 8.59% |
$29.7K - $34K
|
13K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
437+ 1.5% |
$10.6K - $12.2K
|
29.6K
$806K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-1.18K- 1.42% |
$28.7K - $32.9K
|
82K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
306K+ 161.92% |
$7.45M - $8.53M
|
495K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
74.7KNew |
$1.82M - $2.08M
|
74.7K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-340- 1.55% |
$8.27K - $9.48K
|
21.6K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
78.5KNew |
$1.91M - $2.19M
|
78.5K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.14K- 2.29% |
$51.9K - $59.5K
|
91K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.31K+ 4670.37% |
$153K - $176K
|
6.44K
$175K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
27.3KNew |
$664K - $761K
|
27.3K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
92.1KNew |
$2.24M - $2.57M
|
92.1K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$287K - $328K
|
11.8K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11.2KNew |
$272K - $311K
|
11.2K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.51K+ 186.89% |
$61K - $69.9K
|
3.85K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.75K- 46.17% |
$188K - $216K
|
9.03K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
835KNew |
$20.3M - $23.3M
|
835K
$22.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
8.83KNew |
$215K - $246K
|
8.83K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
440+ 3.43% |
$10.7K - $12.3K
|
13.3K
$361K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
250+ 173.61% |
$6.08K - $6.97K
|
394
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-363- 3.46% |
$8.83K - $10.1K
|
10.1K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
7.8K+ 11.17% |
$190K - $217K
|
77.6K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 5.11% |
$600K - $688K
|
508K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-519K- 100.0% |
$12.6M - $14.5M
|
3
$81.7
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-19- 6.46% |
$462 - $530
|
275
$7.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
565New |
$13.7K - $15.7K
|
565
$15.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.25K- 26.91% |
$176K - $202K
|
19.7K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7.63KNew |
$186K - $213K
|
7.63K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.15KNew |
$76.5K - $87.7K
|
3.15K
$85.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 2.68% |
$2.43K - $2.79K
|
3.83K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-360- 1.57% |
$8.76K - $10K
|
22.6K
$617K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.6KNew |
$38.9K - $44.6K
|
1.6K
$43.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
12.3KNew |
$298K - $342K
|
12.3K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.33K- 25.12% |
$80.9K - $92.7K
|
9.92K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.06K+ 0.81% |
$25.8K - $29.6K
|
132K
$3.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.41K- 7.95% |
$83K - $95.1K
|
39.5K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 0.54% |
$26K - $29.8K
|
198K
$5.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
28.2K+ 75.61% |
$685K - $785K
|
65.4K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
61+ 0.66% |
$1.48K - $1.7K
|
9.25K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14.4K+ 8.31% |
$351K - $402K
|
188K
$5.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.15% |
$292 - $334
|
7.84K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
26.6K+ 73769.44% |
$646K - $740K
|
26.6K
$724K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
108KNew |
$2.63M - $3.01M
|
108K
$2.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10K+ 30.85% |
$243K - $279K
|
42.4K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.64K+ 11.91% |
$39.9K - $45.7K
|
15.4K
$420K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.43K+ 15.23% |
$83.3K - $95.5K
|
25.9K
$706K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28New |
$681 - $780
|
28
$763
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-28.1K- 75.1% |
$683K - $783K
|
9.31K
$254K
|
|