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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
7.18K+ 200.0% |
$193K - $610K
|
10.8K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
7.38K+ 153.99% |
$199K - $627K
|
12.2K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
17K+ 200.0% |
$457K - $1.44M
|
25.5K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
10.4K+ 219.25% |
$281K - $885K
|
15.2K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.16K+ 202.81% |
$58.2K - $184K
|
3.23K
$90.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
13.2K+ 350.16% |
$354K - $1.12M
|
16.9K
$475K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
69.3K+ 432.38% |
$1.87M - $5.89M
|
85.3K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55.5K+ 205.92% |
$1.5M - $4.72M
|
82.5K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.92KNew |
$78.6K - $248K
|
2.92K
$81.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.66K+ 373.3% |
$260K - $821K
|
12.2K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
9.87K+ 168.33% |
$266K - $839K
|
15.7K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
260K+ 192.29% |
$7.01M - $22.1M
|
396K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.46K+ 200.07% |
$147K - $463K
|
8.18K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
7.6KNew |
$205K - $646K
|
7.6K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
142K+ 175.81% |
$3.83M - $12.1M
|
223K
$6.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.91K+ 186.28% |
$159K - $502K
|
9.08K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.22K+ 202.72% |
$141K - $443K
|
7.8K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
190K+ 198.5% |
$5.11M - $16.1M
|
285K
$8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.05K+ 291.94% |
$244K - $769K
|
12.2K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.2K+ 63.91% |
$140K - $441K
|
13.3K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.04K+ 272.57% |
$189K - $598K
|
9.62K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.39K+ 211.79% |
$145K - $458K
|
7.94K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
17.9M+ 200.0% |
$482M - $1.52B
|
26.8M
$753M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.29K+ 229.07% |
$61.8K - $195K
|
3.29K
$92.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.7K+ 421.06% |
$692K - $2.18M
|
31.8K
$892K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
20.8K+ 300.62% |
$560K - $1.77M
|
27.7K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
63.8K+ 204.88% |
$1.72M - $5.42M
|
94.9K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
321K+ 198.2% |
$8.65M - $27.3M
|
483K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
97.6K+ 211.29% |
$2.63M - $8.29M
|
144K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
917+ 91.15% |
$24.7K - $77.9K
|
1.92K
$54K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.07K+ 191.89% |
$190K - $601K
|
10.8K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
496K+ 188.46% |
$13.3M - $42.1M
|
759K
$21.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.5KNew |
$309K - $974K
|
11.5K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
170K+ 195.34% |
$4.59M - $14.5M
|
257K
$7.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
26.6K+ 189.15% |
$717K - $2.26M
|
40.7K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
5.57K+ 206.49% |
$150K - $473K
|
8.27K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$2.07K - $6.54K
|
77
$2.16K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
77.1K+ 189.74% |
$2.08M - $6.55M
|
118K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
19.9K+ 197.06% |
$536K - $1.69M
|
30K
$842K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
192K+ 223.32% |
$5.17M - $16.3M
|
278K
$7.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6.03K+ 202.11% |
$162K - $512K
|
9.01K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
429K+ 188.79% |
$11.5M - $36.4M
|
656K
$18.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
310K+ 181.41% |
$8.34M - $26.3M
|
480K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.2KNew |
$275K - $868K
|
10.2K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
105K+ 222.38% |
$2.83M - $8.91M
|
152K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
154K+ 297.78% |
$4.15M - $13.1M
|
206K
$5.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
189K+ 209.09% |
$5.08M - $16M
|
279K
$7.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.94KNew |
$214K - $674K
|
7.94K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
494K+ 238.24% |
$13.3M - $41.9M
|
701K
$19.7M
|