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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.54K- 51.03% |
$40.6K - $43K
|
1.48K
$40.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.71K- 4.37% |
$45K - $47.7K
|
37.4K
$1.02M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.1K+ 2.45% |
$55.4K - $58.7K
|
87.9K
$2.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.77K- 7.23% |
$126K - $133K
|
61.2K
$1.67M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
802+ 0.23% |
$21.2K - $22.4K
|
351K
$9.56M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-43.9K- 47.39% |
$1.16M - $1.23M
|
48.7K
$1.33M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
27K+ 13.04% |
$711K - $753K
|
234K
$6.37M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-624- 13.54% |
$16.5K - $17.4K
|
3.98K
$108K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-4.79K- 7.55% |
$126K - $134K
|
58.6K
$1.6M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.6K+ 9.24% |
$333K - $353K
|
149K
$4.06M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
123KNew |
$3.24M - $3.43M
|
123K
$3.34M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-169- 0.56% |
$4.46K - $4.72K
|
29.9K
$815K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
16.8KNew |
$442K - $469K
|
16.8K
$457K
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-24- 0.11% |
$633 - $671
|
21.5K
$586K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
14+ 0.02% |
$369 - $391
|
70.4K
$1.92M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-171K- 9.12% |
$4.5M - $4.77M
|
1.7M
$46.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.24K- 34.91% |
$244K - $258K
|
17.2K
$469K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
61.1K+ 14.25% |
$1.61M - $1.71M
|
489K
$13.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
14.3K+ 0.87% |
$377K - $399K
|
1.66M
$45.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-285- 3.25% |
$7.52K - $7.97K
|
8.47K
$231K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13.5K- 2.35% |
$356K - $377K
|
561K
$15.3M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
788+ 1.53% |
$20.8K - $22K
|
52.4K
$1.43M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
20.1K+ 28.69% |
$531K - $563K
|
90.3K
$2.46M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-616- 5.65% |
$16.3K - $17.2K
|
10.3K
$280K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23.5K+ 3.73% |
$620K - $657K
|
654K
$17.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.1K+ 6.71% |
$293K - $311K
|
177K
$4.82M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6.59K+ 74.47% |
$174K - $184K
|
15.4K
$421K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.2K+ 26.83% |
$57.9K - $61.4K
|
10.4K
$283K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.12K- 44.66% |
$188K - $199K
|
8.82K
$240K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.18% |
$29.6K - $31.4K
|
22.8K
$621K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
49New |
$1.29K - $1.37K
|
49
$1.33K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-349- 3.74% |
$9.21K - $9.75K
|
8.99K
$245K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.65K+ 1.72% |
$228K - $242K
|
512K
$13.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.6K+ 28.8% |
$411K - $435K
|
69.7K
$1.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.96KNew |
$157K - $167K
|
5.96K
$162K
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-20.9K- 91.39% |
$550K - $583K
|
1.97K
$53.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8.36K+ 272.1% |
$221K - $234K
|
11.4K
$311K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
170KNew |
$4.48M - $4.75M
|
170K
$4.63M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
24.7K+ 140.43% |
$651K - $690K
|
42.3K
$1.15M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
63.1K+ 4.33% |
$1.66M - $1.76M
|
1.52M
$41.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.82K- 1.98% |
$48.1K - $50.9K
|
90.1K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.11K+ 2.72% |
$214K - $227K
|
307K
$8.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
76.2K+ 18.8% |
$2.01M - $2.13M
|
482K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
3.87K+ 2.89% |
$102K - $108K
|
138K
$3.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
593K+ 5.27% |
$15.7M - $16.6M
|
11.9M
$323M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-39.2K- 42.28% |
$1.03M - $1.1M
|
53.5K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.4K+ 8.44% |
$934K - $990K
|
455K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.57M- 9.19% |
$41.5M - $44M
|
15.6M
$424M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.3K+ 8.26% |
$271K - $287K
|
135K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-19.6K- 21.17% |
$518K - $549K
|
73.1K
$1.99M
|
|