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 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-43K- 34.65% |
$1.13M - $1.2M
|
81.1K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23+ 0.17% |
$607 - $643
|
13.2K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.18K- 4.23% |
$57.5K - $61K
|
49.4K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-244K- 42.15% |
$6.45M - $6.83M
|
336K
$9.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-5- 0.26% |
$132 - $140
|
1.9K
$51.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-76.9K- 16.83% |
$2.03M - $2.15M
|
380K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
14.3KNew |
$376K - $398K
|
14.3K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.83KNew |
$233K - $247K
|
8.83K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
136+ 0.16% |
$3.59K - $3.8K
|
83.6K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.48K+ 1.02% |
$145K - $153K
|
540K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.3K+ 4.39% |
$958K - $1.02M
|
864K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-6.57K- 21.25% |
$173K - $183K
|
24.3K
$663K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-501- 4.2% |
$13.2K - $14K
|
11.4K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.9K+ 6.17% |
$103K - $109K
|
67K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
25.9K+ 50.51% |
$682K - $723K
|
77K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$426K - $451K
|
16.1K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.51K+ 8.91% |
$119K - $126K
|
55.1K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-38.9K- 14.12% |
$1.03M - $1.09M
|
236K
$6.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.35K+ 22.53% |
$220K - $233K
|
45.4K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-106K- 1.76% |
$2.81M - $2.97M
|
5.95M
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14.6K+ 14.17% |
$384K - $407K
|
117K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.6K+ 6.67% |
$727K - $770K
|
441K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-144- 53.33% |
$3.8K - $4.02K
|
126
$3.43K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18MNew |
$31.2M - $33.1M
|
1.18M
$32.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-105K- 48.64% |
$2.76M - $2.93M
|
111K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
41.9KNew |
$1.11M - $1.17M
|
41.9K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15KNew |
$396K - $419K
|
15K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
32.2KNew |
$849K - $900K
|
32.2K
$877K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
180K+ 353203.91% |
$4.75M - $5.03M
|
180K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-480- 5.97% |
$12.7K - $13.4K
|
7.56K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
15KNew |
$396K - $419K
|
15K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.05K+ 9.99% |
$107K - $113K
|
44.6K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.49M- 37.12% |
$145M - $153M
|
9.3M
$253M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
153KNew |
$4.04M - $4.28M
|
153K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4K+ 36.12% |
$618K - $655K
|
88.3K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
270K+ 28.8% |
$7.13M - $7.55M
|
1.21M
$32.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
210K+ 45.07% |
$5.53M - $5.86M
|
674K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
19.4KNew |
$513K - $543K
|
19.4K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
85.5K+ 5.4% |
$2.25M - $2.39M
|
1.67M
$45.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-734- 1.96% |
$19.4K - $20.5K
|
36.7K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-125K- 42.46% |
$3.29M - $3.49M
|
169K
$4.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.13K- 0.97% |
$214K - $227K
|
827K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-28.6K- 11.61% |
$755K - $799K
|
218K
$5.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-213- 2.02% |
$5.62K - $5.95K
|
10.3K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.56K+ 10.01% |
$173K - $183K
|
72.1K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
350+ 2.46% |
$9.23K - $9.78K
|
14.6K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-5.45K- 1.39% |
$144K - $152K
|
388K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-799K- 96.38% |
$21.1M - $22.3M
|
30K
$817K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-80- 1.35% |
$2.11K - $2.24K
|
5.86K
$160K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-263- 6.97% |
$6.94K - $7.35K
|
3.51K
$95.6K
|
|