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 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
125K+ 326.87% |
$3.36M - $10.6M
|
163K
$4.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
80.7K+ 211.7% |
$2.17M - $6.85M
|
119K
$3.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
17K+ 207.92% |
$459K - $1.45M
|
25.2K
$707K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
10.2K+ 200.0% |
$274K - $866K
|
15.3K
$429K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
11.5K+ 458.28% |
$309K - $976K
|
14K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
20K+ 172.9% |
$539K - $1.7M
|
31.6K
$885K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 403.93% |
$304K - $960K
|
14.1K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.92K+ 202.97% |
$133K - $418K
|
7.35K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174K+ 267.53% |
$4.68M - $14.8M
|
239K
$6.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
108K+ 198.94% |
$2.9M - $9.14M
|
162K
$4.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87.3K+ 210.54% |
$2.35M - $7.41M
|
129K
$3.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.9KNew |
$266K - $841K
|
9.9K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
67.8KNew |
$1.83M - $5.76M
|
67.8K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
728K+ 187.07% |
$19.6M - $61.9M
|
1.12M
$31.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
5.26K+ 239.06% |
$142K - $447K
|
7.47K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.98KNew |
$80.4K - $253K
|
2.98K
$83.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
20.6K+ 187.7% |
$555K - $1.75M
|
31.6K
$886K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.2M+ 471.98% |
$32.3M - $102M
|
1.46M
$40.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.33M+ 216.73% |
$35.9M - $113M
|
1.95M
$54.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.2KNew |
$625K - $1.97M
|
23.2K
$651K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
61.1K+ 197.41% |
$1.64M - $5.19M
|
92K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
21KNew |
$566K - $1.78M
|
21K
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
94.9K+ 663.41% |
$2.56M - $8.06M
|
109K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
777+ 294.32% |
$20.9K - $66K
|
1.04K
$29.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.16K+ 200.0% |
$193K - $608K
|
10.7K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10.1K+ 200.0% |
$272K - $858K
|
15.2K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.86KNew |
$212K - $668K
|
7.86K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.85M+ 187.65% |
$49.8M - $157M
|
2.84M
$79.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
524K+ 229.18% |
$14.1M - $44.5M
|
753K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39.2K+ 232.58% |
$1.06M - $3.33M
|
56.1K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
87.6K+ 205.03% |
$2.36M - $7.44M
|
130K
$3.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.54M+ 260.24% |
$95.2M - $300M
|
4.89M
$137M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
96.7K+ 198.82% |
$2.6M - $8.22M
|
145K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17.4K+ 206.99% |
$470K - $1.48M
|
25.9K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
6.95K+ 200.0% |
$187K - $590K
|
10.4K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.24K+ 200.0% |
$33.4K - $106K
|
1.86K
$52.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
222K+ 201.05% |
$5.97M - $18.8M
|
332K
$9.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13K+ 197.7% |
$350K - $1.1M
|
19.6K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
281K+ 188.68% |
$7.56M - $23.8M
|
429K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
63.6K+ 204.63% |
$1.71M - $5.4M
|
94.7K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
5K+ 189.68% |
$135K - $425K
|
7.63K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.75K+ 175.06% |
$73.9K - $233K
|
4.31K
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
57.2K+ 249.92% |
$1.54M - $4.86M
|
80.1K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
41.8K+ 167.69% |
$1.13M - $3.55M
|
66.7K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20.7K+ 200.0% |
$557K - $1.76M
|
31.1K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
11.1K+ 145.94% |
$299K - $945K
|
18.7K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
818K+ 209.42% |
$22M - $69.5M
|
1.21M
$33.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
49.7K+ 21.41% |
$1.34M - $4.22M
|
282K
$7.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.94K+ 200.0% |
$160K - $504K
|
8.91K
$250K
|