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 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
62.5K+ 445.56% |
$1.68M - $5.31M
|
76.5K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
32.6K+ 193.86% |
$878K - $2.77M
|
49.4K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
42.2K+ 10.48% |
$1.14M - $3.58M
|
444K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
277K+ 172.56% |
$7.45M - $23.5M
|
437K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
324K+ 199.72% |
$8.73M - $27.6M
|
487K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
9.29K+ 200.0% |
$250K - $789K
|
13.9K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 200.0% |
$308K - $972K
|
17.2K
$477K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
305K+ 245.74% |
$8.21M - $25.9M
|
429K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.3M+ 208.16% |
$331M - $1.05B
|
18.2M
$507M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.98K+ 403.85% |
$269K - $847K
|
12.4K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
793K+ 171.22% |
$21.4M - $67.4M
|
1.26M
$34.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8M+ 214.92% |
$667M - $2.11B
|
36.3M
$1.01B
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
195K+ 198.54% |
$5.25M - $16.6M
|
293K
$8.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
222+ 462.5% |
$5.98K - $18.9K
|
270
$7.51K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
38.6K+ 209.16% |
$1.04M - $3.28M
|
57K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.7K+ 202.69% |
$180K - $569K
|
10K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
218K+ 227.55% |
$5.88M - $18.5M
|
314K
$8.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
39.3K+ 184.37% |
$1.06M - $3.33M
|
60.5K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.32M+ 302.76% |
$35.5M - $112M
|
1.75M
$48.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
17.2K+ 201.41% |
$464K - $1.46M
|
25.8K
$717K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
15.7K+ 187.33% |
$423K - $1.33M
|
24.1K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
4.91KNew |
$132K - $417K
|
4.91K
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
33KNew |
$888K - $2.8M
|
33K
$916K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.05KNew |
$28.2K - $89K
|
1.05K
$29.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
198KNew |
$5.34M - $16.8M
|
198K
$5.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
21.6K+ 208.12% |
$581K - $1.83M
|
31.9K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
17.2K+ 195.23% |
$463K - $1.46M
|
26K
$723K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
136K+ 191.94% |
$3.66M - $11.6M
|
207K
$5.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.3K+ 188.81% |
$303K - $956K
|
17.2K
$479K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
380+ 202.13% |
$10.2K - $32.3K
|
568
$15.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
64.9KNew |
$1.75M - $5.51M
|
64.9K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
44.9K+ 256.11% |
$1.21M - $3.82M
|
62.5K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
333K+ 1324.55% |
$8.98M - $28.3M
|
359K
$9.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
8.56KNew |
$230K - $727K
|
8.56K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
24.6K+ 196.82% |
$663K - $2.09M
|
37.1K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
329K+ 225.36% |
$8.85M - $27.9M
|
475K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
420+ 200.0% |
$11.3K - $35.7K
|
630
$17.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
7.17K+ 219.06% |
$193K - $609K
|
10.4K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.49K+ 200.0% |
$67K - $211K
|
3.73K
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
783K+ 311.1% |
$21.1M - $66.5M
|
1.03M
$28.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
57.1K+ 2120.22% |
$1.54M - $4.85M
|
59.7K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.6K+ 328.78% |
$798K - $2.52M
|
38.7K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
84.1K+ 198.84% |
$2.26M - $7.14M
|
126K
$3.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
37.2K+ 202.82% |
$1M - $3.16M
|
55.5K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
83.5K+ 253.48% |
$2.25M - $7.09M
|
116K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
31.6KNew |
$851K - $2.69M
|
31.6K
$879K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
67.4KNew |
$1.81M - $5.72M
|
67.4K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
183KNew |
$4.94M - $15.6M
|
183K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
126K+ 197.41% |
$3.38M - $10.7M
|
189K
$5.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.05M+ 200.0% |
$28.4M - $89.5M
|
1.58M
$44M
|