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
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.23K+ 1.47% |
$32.5K - $34.5K
|
84.9K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.21K- 7.54% |
$84.7K - $89.7K
|
39.4K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-134K- 25.09% |
$3.54M - $3.75M
|
400K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.88K+ 49.05% |
$102K - $108K
|
11.8K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.21KNew |
$32K - $33.9K
|
1.21K
$33.1K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100K+ 11.95% |
$2.65M - $2.81M
|
941K
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
484+ 3.14% |
$12.8K - $13.5K
|
15.9K
$433K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-361- 1.34% |
$9.52K - $10.1K
|
26.6K
$725K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
62+ 12.81% |
$1.64K - $1.73K
|
546
$14.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.92K+ 3.04% |
$77.1K - $81.7K
|
99K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-522- 6.55% |
$13.8K - $14.6K
|
7.45K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.31KNew |
$34.5K - $36.5K
|
1.31K
$35.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-198K- 18.13% |
$5.23M - $5.54M
|
895K
$24.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
243K+ 27.87% |
$6.41M - $6.79M
|
1.12M
$30.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-18.9K- 11.5% |
$498K - $528K
|
145K
$3.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.34K- 12.33% |
$88.2K - $93.4K
|
23.8K
$647K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-42.1K- 13.61% |
$1.11M - $1.18M
|
267K
$7.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.95K+ 11.54% |
$77.8K - $82.4K
|
28.5K
$777K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65K+ 4.4% |
$123K - $130K
|
110K
$3.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-633- 3.21% |
$16.7K - $17.7K
|
19.1K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-18.6K- 27.4% |
$491K - $521K
|
49.3K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
9.83K+ 17.59% |
$259K - $275K
|
65.7K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-8.18K- 14.69% |
$216K - $229K
|
47.5K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
156+ 1.5% |
$4.12K - $4.36K
|
10.6K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22.2K- 2.74% |
$584K - $619K
|
788K
$21.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.21% |
$1.87K - $1.98K
|
33.3K
$908K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.05% |
$211 - $224
|
16.8K
$458K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
120+ 0.48% |
$3.17K - $3.35K
|
24.9K
$679K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
8.73K+ 1.84% |
$230K - $244K
|
483K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-157K- 99.85% |
$4.14M - $4.38M
|
238
$6.48K
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-197- 44.07% |
$5.2K - $5.51K
|
250
$6.81K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
134+ 2.28% |
$3.53K - $3.75K
|
6.02K
$164K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2+ 0.02% |
$52.8 - $55.9
|
9.1K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.75K+ 6.61% |
$46.2K - $48.9K
|
28.3K
$770K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35.3K+ 68.5% |
$932K - $988K
|
86.9K
$2.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
43.7K+ 16.16% |
$1.15M - $1.22M
|
314K
$8.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
118K+ 68.17% |
$3.11M - $3.3M
|
291K
$7.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29.2K+ 4.79% |
$770K - $816K
|
639K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3KNew |
$79.2K - $83.9K
|
3K
$81.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-409- 2.14% |
$10.8K - $11.4K
|
18.7K
$510K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-45K- 13.95% |
$1.19M - $1.26M
|
278K
$7.56M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.26K- 3.34% |
$112K - $119K
|
123K
$3.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-44.8K- 5.56% |
$1.18M - $1.25M
|
761K
$20.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
60+ 0.9% |
$1.58K - $1.68K
|
6.73K
$183K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-786K- 16.97% |
$20.7M - $22M
|
3.85M
$105M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16.2K+ 0.95% |
$429K - $454K
|
1.73M
$47.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.2K- 4.23% |
$111K - $117K
|
95.1K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-86.6K- 77.68% |
$2.29M - $2.42M
|
24.9K
$678K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.5K+ 9.33% |
$119K - $126K
|
52.7K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
94+ 0.97% |
$2.48K - $2.63K
|
9.83K
$268K
|
|