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 |
|---|---|---|---|---|---|---|---|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
44.4KNew |
$1.2M - $3.78M
|
44.4K
$1.23M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
69K+ 195.0% |
$1.86M - $5.86M
|
104K
$2.88M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6.88K+ 200.61% |
$185K - $584K
|
10.3K
$284K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
128KNew |
$3.45M - $10.9M
|
128K
$3.54M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28.1K+ 200.44% |
$758K - $2.39M
|
42.2K
$1.16M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.84M+ 215.91% |
$211M - $666M
|
11.5M
$316M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
151KNew |
$4.07M - $12.8M
|
151K
$4.17M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
8.27KNew |
$223K - $703K
|
8.27K
$228K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
79.1K+ 192.11% |
$2.13M - $6.72M
|
120K
$3.32M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
21.1KNew |
$569K - $1.79M
|
21.1K
$582K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
99.9KNew |
$2.69M - $8.49M
|
99.9K
$2.76M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
100KNew |
$2.7M - $8.51M
|
100K
$2.76M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
21.8KNew |
$586K - $1.85M
|
21.8K
$600K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
38.7KNew |
$1.04M - $3.29M
|
38.7K
$1.07M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
825KNew |
$22.2M - $70.1M
|
825K
$22.7M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
603K+ 214.03% |
$16.2M - $51.2M
|
885K
$24.4M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
84.3K+ 404.58% |
$2.27M - $7.16M
|
105K
$2.9M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
19.3KNew |
$519K - $1.64M
|
19.3K
$531K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-145- 0.9% |
$3.9K - $12.3K
|
15.9K
$439K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
152New |
$4.09K - $12.9K
|
152
$4.19K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
245K+ 194.58% |
$6.61M - $20.8M
|
371K
$10.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
19.7K+ 200.0% |
$530K - $1.67M
|
29.5K
$814K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
600+ 1200.0% |
$16.2K - $51K
|
650
$17.9K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
409K+ 209.82% |
$11M - $34.7M
|
603K
$16.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
360New |
$9.69K - $30.6K
|
360
$9.93K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
488K+ 161.83% |
$13.1M - $41.4M
|
789K
$21.8M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
56.5KNew |
$1.52M - $4.8M
|
56.5K
$1.56M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
15.7KNew |
$424K - $1.34M
|
15.7K
$434K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
12KNew |
$323K - $1.02M
|
12K
$331K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
85.6K+ 191.03% |
$2.3M - $7.27M
|
130K
$3.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-340K- 96.05% |
$9.15M - $28.9M
|
14K
$386K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
408+ 202.99% |
$11K - $34.7K
|
609
$16.8K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
40.8K+ 237.52% |
$1.1M - $3.46M
|
57.9K
$1.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
48.2KNew |
$1.3M - $4.1M
|
48.2K
$1.33M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
593K+ 229.11% |
$16M - $50.3M
|
851K
$23.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
583KNew |
$15.7M - $49.5M
|
583K
$16.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
29.1KNew |
$782K - $2.47M
|
29.1K
$801K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
124KNew |
$3.33M - $10.5M
|
124K
$3.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$207K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.48K+ 30.96% |
$93.7K - $296K
|
14.7K
$406K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
221KNew |
$5.95M - $18.8M
|
221K
$6.09M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
18.5K+ 198.46% |
$497K - $1.57M
|
27.8K
$766K
|
|
|
Feb 19, 2025
Q4 2024
|
Charles Schwab Trust Bank
Henderson, NV |
BUY
|
- |
2.33M+ 143.23% |
$62.7M - $198M
|
3.96M
$109M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
17.1K+ 208.49% |
$460K - $1.45M
|
25.3K
$698K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
14.2KNew |
$382K - $1.2M
|
14.2K
$391K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.5KNew |
$470K - $1.48M
|
17.5K
$482K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.4K+ 202.85% |
$172K - $544K
|
9.56K
$264K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
201K+ 220.15% |
$5.42M - $17.1M
|
293K
$8.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14.1K+ 200.8% |
$379K - $1.2M
|
21.1K
$582K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
76.3K+ 204.12% |
$2.05M - $6.48M
|
114K
$3.13M
|