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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
39.1KNew |
$1.05M - $3.32M
|
39.1K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
103K+ 204.4% |
$2.79M - $8.79M
|
154K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300+ 200.0% |
$8.08K - $25.5K
|
450
$12.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60.5K+ 276.45% |
$1.63M - $5.14M
|
82.4K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
155K+ 214.06% |
$4.16M - $13.1M
|
227K
$6.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
81.6K+ 200.0% |
$2.2M - $6.93M
|
122K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
350+ 200.0% |
$9.43K - $29.7K
|
525
$14.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 316.86% |
$617K - $1.94M
|
30.1K
$837K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
168K+ 201.55% |
$4.53M - $14.3M
|
252K
$7M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
17.7KNew |
$476K - $1.5M
|
17.7K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
171KNew |
$4.62M - $14.6M
|
171K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.36M+ 212.86% |
$225M - $711M
|
12.3M
$342M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
92.6K+ 209.13% |
$2.5M - $7.87M
|
137K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3M+ 208.5% |
$357M - $1.13B
|
19.6M
$546M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.03K+ 200.0% |
$54.7K - $172K
|
3.05K
$84.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
280K+ 204.13% |
$7.53M - $23.8M
|
417K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
19.1K+ 177.4% |
$515K - $1.62M
|
29.9K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
150K+ 198.28% |
$4.04M - $12.7M
|
225K
$6.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
132K+ 190.33% |
$3.55M - $11.2M
|
201K
$5.59M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
321K+ 197.94% |
$8.66M - $27.3M
|
484K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
193K+ 204.69% |
$5.21M - $16.4M
|
288K
$8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
67.4KNew |
$1.82M - $5.73M
|
67.4K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13KNew |
$350K - $1.11M
|
13K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
21.7K+ 207.21% |
$583K - $1.84M
|
32.1K
$893K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
72.7K+ 213.0% |
$1.96M - $6.18M
|
107K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7.95K+ 202.94% |
$214K - $675K
|
11.9K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
64K+ 233.27% |
$1.72M - $5.44M
|
91.5K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.37K+ 200.0% |
$63.9K - $202K
|
3.56K
$99K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
16.6K+ 183.9% |
$446K - $1.41M
|
25.6K
$710K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
12.6K+ 197.75% |
$340K - $1.07M
|
19K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.28K+ 200.0% |
$223K - $703K
|
12.4K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3.47K+ 201.1% |
$93.3K - $294K
|
5.19K
$144K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.9K+ 191.28% |
$644K - $2.03M
|
36.4K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
13.5K+ 194.48% |
$364K - $1.15M
|
20.4K
$568K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
38.1K+ 254.45% |
$1.03M - $3.24M
|
53.1K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.83KNew |
$76.1K - $240K
|
2.83K
$78.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
22.6K+ 266.59% |
$608K - $1.92M
|
31K
$862K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.42K+ 200.0% |
$38.3K - $121K
|
2.14K
$59.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
550K+ 205.76% |
$14.8M - $46.7M
|
817K
$22.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
62.4K+ 185.73% |
$1.68M - $5.3M
|
96.1K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
6.58K+ 200.0% |
$177K - $559K
|
9.87K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.33K+ 169.92% |
$251K - $793K
|
14.8K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
118K+ 184.25% |
$3.17M - $10M
|
182K
$5.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
386K+ 198.49% |
$10.4M - $32.8M
|
580K
$16.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
71.7K+ 221.36% |
$1.93M - $6.09M
|
104K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5.63K+ 250.11% |
$151K - $478K
|
7.87K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
15.1K+ 213.44% |
$406K - $1.28M
|
22.2K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
266K+ 215.65% |
$7.15M - $22.6M
|
389K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.28KNew |
$34.4K - $108K
|
1.28K
$35.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
586+ 202.07% |
$15.8K - $49.8K
|
876
$24.4K
|