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 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.84K+ 11.0% |
$101K - $107K
|
38.8K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-16K- 65.9% |
$421K - $446K
|
8.26K
$225K
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-181- 0.98% |
$4.77K - $5.06K
|
18.2K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-1.41K- 1.04% |
$37.2K - $39.5K
|
135K
$3.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-90- 0.63% |
$2.37K - $2.52K
|
14.2K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-489K- 4.82% |
$12.9M - $13.7M
|
9.65M
$263M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-6.69K- 1.88% |
$176K - $187K
|
349K
$9.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 1.88% |
$633 - $671
|
1.3K
$35.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.84K+ 6.62% |
$48.4K - $51.3K
|
29.6K
$805K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.15M- 7.31% |
$30.2M - $32M
|
14.5M
$396M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.3K+ 0.73% |
$193K - $204K
|
1M
$27.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
204+ 1.09% |
$5.38K - $5.7K
|
18.9K
$515K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
260KNew |
$6.87M - $7.28M
|
260K
$7.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.82K- 3.07% |
$74.3K - $78.7K
|
88.9K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.52KNew |
$198K - $210K
|
7.52K
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.8K+ 43.51% |
$126K - $134K
|
15.8K
$431K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-17.4K- 14.19% |
$458K - $485K
|
105K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-394- 0.41% |
$10.4K - $11K
|
95.2K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
505+ 2.3% |
$13.3K - $14.1K
|
22.5K
$612K
|
|
|
Nov 13, 2025
Q3 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
10.7K+ 6.23% |
$283K - $300K
|
183K
$4.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-14.2K- 6.94% |
$375K - $397K
|
191K
$5.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.48K+ 4.14% |
$39.1K - $41.4K
|
37.2K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.7K- 9.94% |
$308K - $326K
|
106K
$2.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.75K+ 1.56% |
$98.9K - $105K
|
245K
$6.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.2K+ 1.19% |
$31.8K - $33.7K
|
103K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
28+ 0.11% |
$739 - $783
|
24.7K
$673K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
656KNew |
$17.3M - $18.3M
|
656K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.1K- 1.71% |
$81.8K - $86.6K
|
178K
$4.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-12.9K- 4.61% |
$339K - $359K
|
266K
$7.24M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
237K+ 1840.16% |
$6.25M - $6.62M
|
250K
$6.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
58.1K+ 450.92% |
$1.53M - $1.63M
|
71K
$1.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-411- 4.8% |
$10.8K - $11.5K
|
8.15K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
SELL
|
- |
-5.85K- 1.55% |
$154K - $163K
|
372K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-7.86K- 7.07% |
$207K - $220K
|
103K
$2.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
205KNew |
$5.4M - $5.72M
|
205K
$5.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15K- 98.7% |
$396K - $419K
|
198
$5.39K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-165K- 93.27% |
$4.36M - $4.62M
|
11.9K
$325K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-54.2K- 5.63% |
$1.43M - $1.51M
|
908K
$24.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$26.4 - $28
|
8.55K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
3.1KNew |
$81.8K - $86.6K
|
3.1K
$84.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
CALL |
3KNew |
$79.1K - $83.9K
|
3K
$81.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
770K+ 28.78% |
$20.3M - $21.5M
|
3.45M
$93.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-701K- 2.42% |
$18.5M - $19.6M
|
28.3M
$770M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14+ 20.0% |
$369 - $391
|
84
$2.29K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
298K+ 21.79% |
$7.87M - $8.34M
|
1.67M
$45.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
455K+ 1737.67% |
$12M - $12.7M
|
481K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
81.5K+ 417.95% |
$2.15M - $2.28M
|
101K
$2.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-18.9K- 3.21% |
$499K - $529K
|
571K
$15.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
13.9K+ 9.64% |
$366K - $388K
|
158K
$4.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-887- 2.74% |
$23.4K - $24.8K
|
31.5K
$857K
|
|