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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30.9K+ 144.64% |
$833K - $2.63M
|
52.3K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
26.8K+ 191.84% |
$722K - $2.28M
|
40.8K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
33.6K+ 360.4% |
$904K - $2.85M
|
42.9K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
51.9K+ 476.49% |
$1.4M - $4.41M
|
62.8K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
226K+ 222.43% |
$6.08M - $19.2M
|
327K
$9.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
28.5K+ 166.19% |
$768K - $2.42M
|
45.7K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
8.92K+ 201.92% |
$240K - $758K
|
13.3K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
184K+ 188.59% |
$4.95M - $15.6M
|
281K
$7.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
73.3K+ 220.4% |
$1.97M - $6.23M
|
107K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
741K+ 207.77% |
$19.9M - $62.9M
|
1.1M
$30.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
13.8K+ 239.75% |
$373K - $1.18M
|
19.6K
$551K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
34.1K+ 521.98% |
$919K - $2.9M
|
40.7K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
110K+ 133.53% |
$2.96M - $9.35M
|
193K
$5.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
116KNew |
$3.13M - $9.88M
|
116K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
24.1KNew |
$650K - $2.05M
|
24.1K
$678K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
119K+ 198.03% |
$3.21M - $10.1M
|
180K
$5.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.71K+ 220.2% |
$235K - $740K
|
12.7K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
581K+ 181.44% |
$15.7M - $49.4M
|
902K
$25.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
321K+ 236.43% |
$8.64M - $27.2M
|
456K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
998K+ 173.8% |
$26.9M - $84.8M
|
1.57M
$44.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.48M+ 208.96% |
$39.8M - $126M
|
2.18M
$61.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
95.7K+ 194.09% |
$2.58M - $8.13M
|
145K
$4.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.12K+ 200.0% |
$192K - $605K
|
10.7K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
11.8KNew |
$317K - $999K
|
11.8K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
141+ 201.43% |
$3.8K - $12K
|
211
$5.92K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.63K+ 202.48% |
$44K - $139K
|
2.44K
$68.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 201.76% |
$58.7K - $185K
|
3.26K
$91.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$750K - $2.36M
|
27.8K
$781K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
17.7K+ 156.82% |
$477K - $1.5M
|
29K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17.6K+ 207.17% |
$474K - $1.49M
|
26.1K
$732K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.03M+ 204.63% |
$27.7M - $87.5M
|
1.53M
$43M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
20.3K+ 200.02% |
$546K - $1.72M
|
30.4K
$854K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.29M+ 207.29% |
$88.5M - $279M
|
4.87M
$137M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.7K+ 207.0% |
$424K - $1.34M
|
23.3K
$655K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
203K+ 200.9% |
$5.47M - $17.3M
|
304K
$8.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
162K+ 201.27% |
$4.37M - $13.8M
|
243K
$6.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.84K+ 860.0% |
$76.4K - $241K
|
3.17K
$88.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
34.1K+ 329.39% |
$919K - $2.9M
|
44.5K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
7.3K+ 174.84% |
$197K - $620K
|
11.5K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
66.9K+ 194.25% |
$1.8M - $5.69M
|
101K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
218K+ 4536.06% |
$5.87M - $18.5M
|
223K
$6.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
105K+ 186.86% |
$2.84M - $8.94M
|
162K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.87K+ 295.12% |
$212K - $668K
|
10.5K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
7.18K+ 200.0% |
$193K - $610K
|
10.8K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
7.38K+ 153.99% |
$199K - $627K
|
12.2K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
17K+ 200.0% |
$457K - $1.44M
|
25.5K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
10.4K+ 219.25% |
$281K - $885K
|
15.2K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.16K+ 202.81% |
$58.2K - $184K
|
3.23K
$90.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
13.2K+ 350.16% |
$354K - $1.12M
|
16.9K
$475K
|