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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
830K+ 183.46% |
$22.4M - $70.5M
|
1.28M
$36M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.04K+ 210.26% |
$136K - $428K
|
7.44K
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
1.4M+ 779.47% |
$37.7M - $119M
|
1.58M
$44.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
177K+ 201.02% |
$4.77M - $15M
|
265K
$7.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
9.55K+ 200.0% |
$257K - $811K
|
14.3K
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
404K+ 182.95% |
$10.9M - $34.3M
|
625K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
10.4K+ 198.75% |
$279K - $880K
|
15.6K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
375K+ 202.06% |
$10.1M - $31.8M
|
560K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
474K+ 213.55% |
$12.8M - $40.3M
|
696K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
900+ 200.0% |
$24.2K - $76.5K
|
1.35K
$37.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
50.3K+ 238.29% |
$1.35M - $4.27M
|
71.4K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
3.24KNew |
$87.3K - $275K
|
3.24K
$90.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
222KNew |
$5.97M - $18.8M
|
222K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
12.6K+ 200.67% |
$339K - $1.07M
|
18.8K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 207.89% |
$358K - $1.13M
|
19.7K
$552K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
875K+ 208.94% |
$23.6M - $74.4M
|
1.29M
$36.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
54.7K+ 218.2% |
$1.47M - $4.65M
|
79.8K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
35.8K+ 205.04% |
$963K - $3.04M
|
53.2K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
17.7K+ 174.17% |
$477K - $1.51M
|
27.9K
$782K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
34.6K+ 212.05% |
$931K - $2.94M
|
50.9K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
93.7K+ 2497.65% |
$2.52M - $7.96M
|
97.4K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
88.4K+ 165.25% |
$2.38M - $7.51M
|
142K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
83KNew |
$2.24M - $7.05M
|
83K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
130K+ 261.01% |
$3.49M - $11M
|
179K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
99.7K+ 202.8% |
$2.68M - $8.47M
|
149K
$4.17M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
48.2KNew |
$1.3M - $4.09M
|
48.2K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
414New |
$11.1K - $35.2K
|
414
$11.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82.7K+ 212.8% |
$2.23M - $7.03M
|
122K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
91.3K+ 232.06% |
$2.46M - $7.75M
|
131K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
65.4K+ 251.08% |
$1.76M - $5.56M
|
91.4K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.14K+ 150.9% |
$165K - $521K
|
10.2K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
218K+ 241.97% |
$5.87M - $18.5M
|
308K
$8.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
226K+ 216.12% |
$6.08M - $19.2M
|
330K
$9.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.1K+ 199.57% |
$298K - $941K
|
16.6K
$466K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.04K+ 202.53% |
$28K - $88.3K
|
1.55K
$43.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.34KNew |
$63K - $199K
|
2.34K
$65.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
135K+ 205.01% |
$3.63M - $11.5M
|
201K
$5.62M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.6KNew |
$96.9K - $306K
|
3.6K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.91K+ 200.0% |
$186K - $587K
|
10.4K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
13.2K+ 200.83% |
$357K - $1.13M
|
19.8K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
141KNew |
$3.8M - $12M
|
141K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
102KNew |
$2.76M - $8.7M
|
102K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09M+ 33.42% |
$29.4M - $92.8M
|
4.36M
$122M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
5.89K+ 200.0% |
$159K - $500K
|
8.84K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
41.7K+ 211.21% |
$1.12M - $3.54M
|
61.4K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.53K+ 200.95% |
$176K - $554K
|
9.77K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
61.2K+ 666.15% |
$1.65M - $5.2M
|
70.4K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
182K+ 209.09% |
$4.91M - $15.5M
|
269K
$7.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13K+ 18.02% |
$351K - $1.11M
|
85.3K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
40.2K+ 200.17% |
$1.08M - $3.42M
|
60.3K
$1.69M
|