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 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
21.7K+ 202.87% |
$584K - $1.84M
|
32.4K
$909K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
300KNew |
$8.08M - $25.5M
|
300K
$8.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4.82K+ 457.21% |
$130K - $409K
|
5.87K
$165K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
772K+ 208.3% |
$20.8M - $65.6M
|
1.14M
$32.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
953+ 235.89% |
$25.7K - $81K
|
1.36K
$38.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.6K+ 406.42% |
$339K - $1.07M
|
15.7K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
16.2K+ 191.07% |
$435K - $1.37M
|
24.6K
$691K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23.3K+ 186.16% |
$628K - $1.98M
|
35.9K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
194K+ 230.5% |
$5.23M - $16.5M
|
278K
$7.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35.8K+ 237.76% |
$964K - $3.04M
|
50.8K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
62.3K+ 181.96% |
$1.68M - $5.3M
|
96.6K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
93.7K+ 190.65% |
$2.52M - $7.96M
|
143K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
370K+ 200.0% |
$9.97M - $31.5M
|
555K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
19.4K+ 186.37% |
$523K - $1.65M
|
29.9K
$838K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
5.8K+ 200.0% |
$156K - $493K
|
8.7K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
318K+ 305.82% |
$8.58M - $27.1M
|
423K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
17.2K+ 202.16% |
$464K - $1.46M
|
25.8K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
10.1K+ 200.08% |
$272K - $856K
|
15.1K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12.8K+ 196.94% |
$345K - $1.09M
|
19.3K
$541K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
9.48K+ 242.63% |
$255K - $805K
|
13.4K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148K+ 210.8% |
$3.99M - $12.6M
|
218K
$6.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
38.1K+ 208.23% |
$1.03M - $3.24M
|
56.4K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.4K+ 192.85% |
$549K - $1.73M
|
31K
$870K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
10.6K+ 200.02% |
$284K - $896K
|
15.8K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
4.6K+ 213.91% |
$124K - $391K
|
6.75K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28K+ 201.21% |
$753K - $2.38M
|
41.9K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
13.5K+ 274.13% |
$364K - $1.15M
|
18.5K
$518K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17.6K+ 913.83% |
$473K - $1.49M
|
19.5K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12.3K+ 196.74% |
$332K - $1.05M
|
18.6K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
8.88KNew |
$239K - $755K
|
8.88K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
33.7K+ 203.38% |
$907K - $2.86M
|
50.2K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.96KNew |
$133K - $421K
|
4.96K
$139K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.17KNew |
$58.4K - $184K
|
2.17K
$60.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17.3K+ 194.99% |
$466K - $1.47M
|
26.2K
$735K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
332K+ 206.96% |
$8.93M - $28.2M
|
492K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.8K+ 248.95% |
$345K - $1.09M
|
18K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29K+ 299.5% |
$780K - $2.46M
|
38.6K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
662K+ 252.39% |
$17.8M - $56.2M
|
924K
$25.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.61K+ 160.05% |
$259K - $817K
|
15.6K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
8.37K+ 200.0% |
$226K - $711K
|
12.6K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
384K+ 183.7% |
$10.3M - $32.6M
|
593K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
968K+ 156.98% |
$26.1M - $82.2M
|
1.58M
$44.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
321K+ 189.25% |
$8.64M - $27.3M
|
490K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
16KNew |
$430K - $1.36M
|
16K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.69KNew |
$45.5K - $144K
|
1.69K
$47.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5.7K+ 331.63% |
$154K - $485K
|
7.42K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11.5KNew |
$311K - $980K
|
11.5K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
14.4K+ 211.34% |
$389K - $1.23M
|
21.3K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
267K+ 211.1% |
$7.2M - $22.7M
|
394K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
49.1K+ 198.4% |
$1.32M - $4.17M
|
73.9K
$2.07M
|