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 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.75K+ 169.78% |
$263K - $829K
|
15.5K
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
960K+ 213.51% |
$25.9M - $81.6M
|
1.41M
$38.9M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
55K+ 200.0% |
$1.48M - $4.67M
|
82.5K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-108K- 98.87% |
$2.9M - $9.14M
|
1.24K
$34K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
13K+ 236.55% |
$349K - $1.1M
|
18.4K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.12K+ 200.0% |
$219K - $690K
|
12.2K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.93K+ 168.87% |
$106K - $334K
|
6.26K
$173K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
113+ 1.95% |
$3.04K - $9.6K
|
5.9K
$162K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
623K+ 164.45% |
$16.8M - $53M
|
1M
$27.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.95K+ 200.0% |
$133K - $420K
|
7.42K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
49.5K+ 195.36% |
$1.33M - $4.2M
|
74.8K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
548K+ 249.97% |
$14.8M - $46.6M
|
767K
$21.2M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
91.1K+ 194.0% |
$2.45M - $7.74M
|
138K
$3.81M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
136K+ 153.07% |
$3.65M - $11.5M
|
224K
$6.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.45KNew |
$39K - $123K
|
1.45K
$40K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
15.9K+ 201.0% |
$428K - $1.35M
|
23.8K
$656K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
56.6K+ 213.13% |
$1.52M - $4.81M
|
83.1K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
380K+ 208.67% |
$10.2M - $32.3M
|
562K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.36M+ 207.61% |
$36.7M - $116M
|
2.02M
$55.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
11.9K+ 205.2% |
$320K - $1.01M
|
17.7K
$487K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
16.8K+ 295.02% |
$452K - $1.42M
|
22.4K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.8K+ 169.79% |
$452K - $1.43M
|
26.7K
$736K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
956K+ 198.92% |
$25.8M - $81.3M
|
1.44M
$39.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.29K+ 217.18% |
$169K - $535K
|
9.19K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49M+ 217.13% |
$40.1M - $126M
|
2.17M
$59.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.58K+ 202.77% |
$177K - $559K
|
9.83K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
15.4KNew |
$415K - $1.31M
|
15.4K
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
250+ 200.0% |
$6.73K - $21.2K
|
375
$10.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
70.9K+ 252.19% |
$1.91M - $6.03M
|
99.1K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
209K+ 196.22% |
$5.62M - $17.7M
|
315K
$8.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
15.9K+ 536.36% |
$429K - $1.35M
|
18.9K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.8M+ 159.84% |
$183M - $578M
|
11.1M
$305M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
8.08K+ 200.0% |
$217K - $686K
|
12.1K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
24K+ 198.22% |
$647K - $2.04M
|
36.1K
$996K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31.7K+ 192.2% |
$853K - $2.69M
|
48.2K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
10.7KNew |
$288K - $910K
|
10.7K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
574K+ 238.58% |
$15.5M - $48.8M
|
815K
$22.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.5KNew |
$67.3K - $212K
|
2.5K
$68.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
237K+ 195.8% |
$6.39M - $20.2M
|
359K
$9.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16.1K+ 40.48% |
$433K - $1.36M
|
55.7K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
502K+ 217.78% |
$13.5M - $42.6M
|
732K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.96K+ 254.68% |
$188K - $592K
|
9.7K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
921K+ 238.03% |
$24.8M - $78.2M
|
1.31M
$36M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.21K+ 200.0% |
$194K - $612K
|
10.8K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
36.5K+ 253.24% |
$984K - $3.1M
|
51K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
17.4K+ 9.93% |
$468K - $1.48M
|
192K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
47.2K+ 242.04% |
$1.27M - $4.01M
|
66.8K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
80.3K+ 202.27% |
$2.16M - $6.82M
|
120K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.4K+ 415.84% |
$306K - $965K
|
14.1K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
6.08K+ 154.9% |
$164K - $516K
|
10K
$276K
|