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 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
32.3K+ 204.57% |
$869K - $2.74M
|
48K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.13M+ 203.27% |
$30.4M - $96M
|
1.69M
$46.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
104K+ 193.95% |
$2.79M - $8.82M
|
157K
$4.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.41M+ 203.44% |
$65M - $205M
|
3.6M
$99.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
20KNew |
$539K - $1.7M
|
20K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
124K+ 194.54% |
$3.33M - $10.5M
|
187K
$5.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.8K+ 188.22% |
$237K - $748K
|
13.5K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
13.2K+ 413.82% |
$356K - $1.12M
|
16.4K
$452K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.93K+ 328.4% |
$240K - $758K
|
11.6K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.6K+ 105.88% |
$69.9K - $220K
|
5.05K
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.53K+ 8.16% |
$95.2K - $300K
|
46.8K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
88.6K+ 212.94% |
$2.38M - $7.52M
|
130K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.7K+ 2.05% |
$126K - $399K
|
234K
$6.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
90K+ 199.37% |
$2.42M - $7.64M
|
135K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.4K+ 200.0% |
$145K - $459K
|
8.1K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.06M+ 206.64% |
$28.5M - $89.8M
|
1.57M
$43.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.78K+ 519.89% |
$236K - $746K
|
10.5K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
74.7KNew |
$2.01M - $6.35M
|
74.7K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
966New |
$26K - $82.1K
|
966
$26.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
8+ 0.11% |
$215 - $680
|
7.03K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
105K+ 188.81% |
$2.84M - $8.95M
|
161K
$4.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.95K+ 205.26% |
$187K - $590K
|
10.3K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.2K+ 202.76% |
$409K - $1.29M
|
22.7K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.8K+ 204.94% |
$640K - $2.02M
|
35.4K
$975K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
24+ 200.0% |
$646 - $2.04K
|
36
$992
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.28K+ 142.31% |
$223K - $703K
|
14.1K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
150K+ 200.52% |
$4.03M - $12.7M
|
224K
$6.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
414K+ 168.93% |
$11.1M - $35.2M
|
659K
$18.2M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
19KNew |
$513K - $1.62M
|
19K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
71.3K+ 203.07% |
$1.92M - $6.06M
|
106K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.6KNew |
$284K - $897K
|
10.6K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
233K+ 208.61% |
$6.27M - $19.8M
|
345K
$9.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
34.8K+ 228.26% |
$936K - $2.95M
|
50K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
346K+ 209.36% |
$9.32M - $29.4M
|
511K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
14.7K+ 226.78% |
$397K - $1.25M
|
21.2K
$585K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
147K+ 316.2% |
$3.95M - $12.4M
|
193K
$5.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
280K+ 200.35% |
$7.55M - $23.8M
|
420K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.53KNew |
$203K - $640K
|
7.53K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
38.4K+ 200.0% |
$1.03M - $3.26M
|
57.6K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
108K+ 206.45% |
$2.92M - $9.2M
|
161K
$4.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
58.2K+ 197.23% |
$1.57M - $4.95M
|
87.7K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
134K+ 372.78% |
$3.6M - $11.4M
|
170K
$4.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
16.7K+ 185.73% |
$450K - $1.42M
|
25.7K
$708K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
830+ 200.0% |
$22.4K - $70.5K
|
1.25K
$34.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
62.2K+ 190.69% |
$1.67M - $5.28M
|
94.8K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
16.3K+ 165.08% |
$438K - $1.38M
|
26.1K
$719K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6.91K+ 201.22% |
$186K - $587K
|
10.4K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
35.5K+ 217.69% |
$956K - $3.02M
|
51.8K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
274K+ 197.18% |
$7.39M - $23.3M
|
414K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-484- 50.52% |
$13K - $41.1K
|
474
$13.1K
|