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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
410+ 0.47% |
$10.8K - $11.5K
|
87.1K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-525- 1.12% |
$13.8K - $14.7K
|
46.3K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-4.22K- 30.38% |
$111K - $118K
|
9.67K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-156- 36.62% |
$4.12K - $4.36K
|
270
$7.35K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
40.8K+ 8.4% |
$1.08M - $1.14M
|
526K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
39.4K+ 33.35% |
$1.04M - $1.1M
|
157K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
271K+ 39.39% |
$7.14M - $7.56M
|
958K
$26.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.21M- 7.73% |
$58.3M - $61.7M
|
26.4M
$718M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1M- 3.55% |
$26.4M - $28M
|
27.2M
$742M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
46.4KNew |
$1.22M - $1.3M
|
46.4K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60.1K+ 6.75% |
$1.58M - $1.68M
|
949K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-522- 6.55% |
$13.8K - $14.6K
|
7.45K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
161+ 0.52% |
$4.25K - $4.5K
|
31.3K
$852K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-348K- 29.65% |
$9.18M - $9.73M
|
826K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
52.4K+ 22.95% |
$1.38M - $1.47M
|
281K
$7.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
58.9K+ 3.23% |
$1.55M - $1.65M
|
1.88M
$51.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.13K+ 7.73% |
$214K - $227K
|
113K
$3.08M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-20.7K- 41.51% |
$545K - $577K
|
29.1K
$793K
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 2.71% |
$362K - $384K
|
520K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
30.7K+ 7.09% |
$810K - $858K
|
463K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
43.7K+ 8.9% |
$1.15M - $1.22M
|
535K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.34K- 12.77% |
$61.6K - $65.3K
|
15.9K
$434K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
CALL |
1.7K+ 566.67% |
$44.8K - $47.5K
|
2K
$54.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.64K- 2.42% |
$149K - $158K
|
227K
$6.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
52.5KNew |
$1.38M - $1.47M
|
52.5K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.4K- 0.79% |
$36.8K - $39K
|
175K
$4.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-964- 6.57% |
$25.4K - $26.9K
|
13.7K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.14K+ 3.67% |
$109K - $116K
|
117K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.13K- 22.81% |
$82.7K - $87.6K
|
10.6K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
139+ 0.32% |
$3.67K - $3.89K
|
43.2K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-33.3K- 2.99% |
$877K - $930K
|
1.08M
$29.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
546+ 4.59% |
$14.4K - $15.3K
|
12.4K
$339K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
93+ 0.43% |
$2.45K - $2.6K
|
21.5K
$587K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
807+ 181.76% |
$21.3K - $22.6K
|
1.25K
$34.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.2K+ 14.46% |
$31.7K - $33.5K
|
9.5K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
506+ 1.58% |
$13.3K - $14.1K
|
32.4K
$884K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.8K+ 5.59% |
$47.5K - $50.4K
|
34K
$927K
|
|
|
Nov 14, 2025
Q3 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-6.04K- 18.32% |
$159K - $169K
|
26.9K
$733K
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
27+ 0.36% |
$712 - $755
|
7.54K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64.5K- 3.94% |
$1.7M - $1.8M
|
1.57M
$42.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100+ 25.0% |
$2.64K - $2.8K
|
500
$13.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.32K+ 0.5% |
$34.8K - $36.8K
|
264K
$7.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 2.29% |
$341K - $362K
|
578K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9M+ 392.9% |
$736M - $780M
|
35M
$954M
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10.3K- 9.28% |
$272K - $289K
|
101K
$2.75M
|
|