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 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 31.75% |
$4.86K - $5.57K
|
830
$22.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.9K- 12.02% |
$94.8K - $109K
|
28.5K
$777K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.43K+ 3.17% |
$108K - $123K
|
144K
$3.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
17+ 1.0% |
$413 - $474
|
1.72K
$46.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-7.97K- 36.73% |
$194K - $222K
|
13.7K
$374K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
796K+ 2.88% |
$19.4M - $22.2M
|
28.4M
$775M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
38+ 6.33% |
$924 - $1.06K
|
638
$17.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.28K+ 380.9% |
$201K - $231K
|
10.5K
$285K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.1K+ 80.05% |
$197K - $226K
|
18.2K
$496K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
27.7KNew |
$674K - $772K
|
27.7K
$755K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.05K- 28.68% |
$147K - $168K
|
15K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-590- 31.67% |
$14.3K - $16.4K
|
1.27K
$34.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
352KNew |
$8.57M - $9.82M
|
352K
$9.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
14.1KNew |
$343K - $393K
|
14.1K
$384K
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-118K- 31.93% |
$2.87M - $3.29M
|
252K
$6.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
62New |
$1.51K - $1.73K
|
62
$1.69K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13+ 54.17% |
$316 - $362
|
37
$1.01K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.86K- 30.8% |
$118K - $135K
|
10.9K
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
59.5KNew |
$1.45M - $1.66M
|
59.5K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
302+ 1.21% |
$7.34K - $8.42K
|
25.3K
$690K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5- 0.03% |
$122 - $139
|
19.6K
$533K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1+ 6.67% |
$24.3 - $27.9
|
16
$436
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 22.55% |
$4.86K - $5.57K
|
687
$18.7K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
554+ 3.79% |
$13.5K - $15.4K
|
15.2K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5+ 0.06% |
$122 - $139
|
7.73K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
4.12K+ 0.29% |
$100K - $115K
|
1.44M
$39.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.9K- 8.45% |
$46.2K - $52.9K
|
20.6K
$560K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
11.7KNew |
$283K - $325K
|
11.7K
$317K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.47KNew |
$230K - $264K
|
9.47K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
78K+ 2265.24% |
$1.9M - $2.17M
|
81.5K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
13.9KNew |
$337K - $386K
|
13.9K
$377K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
7.86KNew |
$191K - $219K
|
7.86K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
140+ 1.46% |
$3.4K - $3.9K
|
9.71K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
3.24K+ 80900.0% |
$78.7K - $90.2K
|
3.24K
$88.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-55.9K- 7.63% |
$1.36M - $1.56M
|
677K
$18.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.48KNew |
$109K - $125K
|
4.48K
$122K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.32KNew |
$202K - $232K
|
8.32K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.8KNew |
$335K - $384K
|
13.8K
$376K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
9.63K+ 25.42% |
$234K - $268K
|
47.5K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
167New |
$4.06K - $4.65K
|
167
$4.55K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.9K- 6.5% |
$70.5K - $80.8K
|
41.7K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-22K- 48.93% |
$536K - $614K
|
23K
$626K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8+ 2.38% |
$195 - $223
|
344
$9.37K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 11.27% |
$195 - $223
|
79
$2.15K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.62K- 7.22% |
$39.5K - $45.2K
|
20.9K
$568K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
31.2K+ 13.2% |
$759K - $870K
|
268K
$7.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2K+ 5.6% |
$48.6K - $55.7K
|
37.7K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
8.53KNew |
$207K - $238K
|
8.53K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4K- 23.47% |
$97.4K - $112K
|
13.1K
$356K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
3.62K+ 44.74% |
$88.1K - $101K
|
11.7K
$319K
|
|