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 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
29.5K+ 200.04% |
$795K - $2.51M
|
44.3K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
44.5K+ 203.72% |
$1.2M - $3.78M
|
66.3K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-470- 0.63% |
$12.7K - $39.9K
|
74.2K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.92K+ 410.38% |
$267K - $843K
|
12.3K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
41.3K+ 229.77% |
$1.11M - $3.51M
|
59.2K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
96.5K+ 6236.43% |
$2.6M - $8.2M
|
98.1K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
52.2K+ 178.54% |
$1.41M - $4.44M
|
81.5K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
205K+ 267.76% |
$5.53M - $17.5M
|
282K
$7.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
115K+ 185.26% |
$3.09M - $9.76M
|
177K
$4.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
327K+ 245.18% |
$8.81M - $27.8M
|
461K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
120K+ 199.5% |
$3.23M - $10.2M
|
180K
$5.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
153K+ 215.02% |
$4.12M - $13M
|
224K
$6.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
5.23K+ 181.71% |
$141K - $444K
|
8.1K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.3KNew |
$789K - $2.49M
|
29.3K
$821K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
74KNew |
$1.99M - $6.29M
|
74K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
143KNew |
$3.86M - $12.2M
|
143K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62New |
$1.67K - $5.27K
|
62
$1.74K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
62.9K+ 202.17% |
$1.69M - $5.34M
|
94K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
101K+ 156.82% |
$2.71M - $8.55M
|
165K
$4.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
32.2K+ 208.81% |
$868K - $2.74M
|
47.7K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20.2K+ 197.17% |
$545K - $1.72M
|
30.5K
$855K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
25.2KNew |
$678K - $2.14M
|
25.2K
$706K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
5.77K+ 179.29% |
$155K - $490K
|
8.98K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
120+ 200.0% |
$3.23K - $10.2K
|
180
$5.05K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
21.9K+ 201.38% |
$589K - $1.86M
|
32.7K
$917K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
115K+ 198.63% |
$3.11M - $9.81M
|
174K
$4.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58.8K+ 176.86% |
$1.58M - $4.99M
|
92K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
136K+ 267.75% |
$3.67M - $11.6M
|
187K
$5.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
9.74K+ 190.98% |
$262K - $827K
|
14.8K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
25.7K+ 196.48% |
$693K - $2.19M
|
38.8K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
332KNew |
$8.95M - $28.2M
|
332K
$9.32M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
26.4K+ 317.58% |
$711K - $2.24M
|
34.7K
$973K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
72+ 79.12% |
$1.94K - $6.12K
|
163
$4.57K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
445K+ 202.65% |
$12M - $37.8M
|
664K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
37.5K+ 208.71% |
$1.01M - $3.19M
|
55.5K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
32.1KNew |
$864K - $2.73M
|
32.1K
$900K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
39.7KNew |
$1.07M - $3.38M
|
39.7K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-573- 1.4% |
$15.4K - $48.7K
|
40.2K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
16KNew |
$431K - $1.36M
|
16K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
15.1KNew |
$408K - $1.29M
|
15.1K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
56.2K+ 195.49% |
$1.51M - $4.78M
|
85K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.9M+ 210.18% |
$105M - $331M
|
5.76M
$161M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.53K+ 201.67% |
$176K - $555K
|
9.77K
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
46.2K+ 218.33% |
$1.24M - $3.93M
|
67.4K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
63.1K+ 234.37% |
$1.7M - $5.36M
|
90K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
46.9K+ 202.66% |
$1.26M - $3.99M
|
70.1K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
41.4K+ 1735.18% |
$1.12M - $3.52M
|
43.8K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
133K+ 183.02% |
$3.58M - $11.3M
|
206K
$5.77M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.15K+ 359.38% |
$31K - $97.7K
|
1.47K
$41.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-25.2K- 50.18% |
$678K - $2.14M
|
25K
$700K
|