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 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-383- 72.68% |
$10.3K - $32.5K
|
144
$4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.19K+ 210.37% |
$248K - $781K
|
13.6K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
179K+ 227.47% |
$4.82M - $15.2M
|
258K
$7.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.39K- 29.8% |
$91.3K - $288K
|
7.99K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.85M+ 206.65% |
$238M - $752M
|
13.1M
$365M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23.8K+ 202.58% |
$640K - $2.02M
|
35.5K
$987K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
151+ 22.84% |
$4.07K - $12.8K
|
812
$22.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
354K+ 149.26% |
$9.53M - $30.1M
|
591K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
144K+ 675.17% |
$3.87M - $12.2M
|
165K
$4.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
6.03K+ 200.0% |
$162K - $512K
|
9.05K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
143KNew |
$3.84M - $12.1M
|
143K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
43.1K+ 248.48% |
$1.16M - $3.66M
|
60.4K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
278+ 200.0% |
$7.49K - $23.6K
|
417
$11.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
874K+ 210.71% |
$23.5M - $74.2M
|
1.29M
$35.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
14.3K+ 246.26% |
$384K - $1.21M
|
20.1K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
95K+ 200.0% |
$2.56M - $8.07M
|
143K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8.3KNew |
$224K - $705K
|
8.3K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
27.9KNew |
$751K - $2.37M
|
27.9K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.1M+ 196.62% |
$83.4M - $263M
|
4.67M
$130M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
26K+ 249.23% |
$701K - $2.21M
|
36.5K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
34.4K+ 202.66% |
$927K - $2.92M
|
51.4K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
9.43KNew |
$254K - $801K
|
9.43K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
148K+ 244.08% |
$3.98M - $12.6M
|
208K
$5.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
129+ 201.56% |
$3.47K - $11K
|
193
$5.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
167K+ 198.45% |
$4.5M - $14.2M
|
252K
$6.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
68.7K+ 200.0% |
$1.85M - $5.83M
|
103K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14.2K+ 203.48% |
$383K - $1.21M
|
21.2K
$589K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
63K+ 676.0% |
$1.7M - $5.35M
|
72.3K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
68.2K+ 295.49% |
$1.84M - $5.79M
|
91.2K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
64.8K+ 286.39% |
$1.75M - $5.51M
|
87.5K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
21KNew |
$564K - $1.78M
|
21K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.78M+ 230.22% |
$75M - $237M
|
3.99M
$111M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
32KNew |
$863K - $2.72M
|
32K
$890K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.9K+ 199.73% |
$402K - $1.27M
|
22.4K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.28K+ 200.0% |
$61.4K - $194K
|
3.42K
$95.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
24.6K+ 239.72% |
$662K - $2.09M
|
34.8K
$968K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
30.5K+ 221.51% |
$821K - $2.59M
|
44.2K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.78K+ 182.54% |
$182K - $576K
|
10.5K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
25.7K+ 200.06% |
$692K - $2.18M
|
38.6K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7.16K+ 67.7% |
$193K - $608K
|
17.7K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.63K+ 202.85% |
$179K - $563K
|
9.9K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.4K+ 200.1% |
$308K - $972K
|
17.2K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
74K+ 204.9% |
$1.99M - $6.28M
|
110K
$3.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52M+ 179.92% |
$40.8M - $129M
|
2.36M
$65.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-481K- 32.35% |
$13M - $40.9M
|
1.01M
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
249K+ 238.7% |
$6.71M - $21.2M
|
354K
$9.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
26.3KNew |
$709K - $2.24M
|
26.3K
$732K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
54.3K+ 224.26% |
$1.46M - $4.62M
|
78.6K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
853+ 5.24% |
$23K - $72.5K
|
17.1K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
7.65KNew |
$206K - $650K
|
7.65K
$213K
|