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 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
637K+ 228.12% |
$17.2M - $54.1M
|
916K
$25.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
102K+ 245.1% |
$2.73M - $8.62M
|
143K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.42KNew |
$38.3K - $121K
|
1.42K
$39.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
111K+ 201.18% |
$2.99M - $9.42M
|
166K
$4.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
48.8K+ 210.48% |
$1.31M - $4.14M
|
71.9K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.6KNew |
$394K - $1.24M
|
14.6K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 200.0% |
$5.39K - $17K
|
300
$8.33K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
107K+ 207.32% |
$2.89M - $9.11M
|
159K
$4.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
95.3K+ 363.19% |
$2.57M - $8.1M
|
122K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
51.7K+ 206.88% |
$1.39M - $4.39M
|
76.7K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
231K+ 201.47% |
$6.22M - $19.6M
|
346K
$9.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
277K+ 212.19% |
$7.45M - $23.5M
|
407K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
392K+ 268.44% |
$10.6M - $33.3M
|
538K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21.8K+ 246.25% |
$587K - $1.85M
|
30.7K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
183K+ 243.7% |
$4.93M - $15.5M
|
258K
$7.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
111K+ 340.54% |
$3M - $9.46M
|
144K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
31K+ 204.11% |
$835K - $2.63M
|
46.2K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41.4K+ 218.29% |
$1.12M - $3.52M
|
60.4K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
742K+ 213.56% |
$20M - $63M
|
1.09M
$30.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9.02K+ 214.2% |
$243K - $766K
|
13.2K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
150K+ 170.74% |
$4.03M - $12.7M
|
238K
$6.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.2K+ 209.74% |
$275K - $869K
|
15.1K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
9.52K+ 198.77% |
$256K - $809K
|
14.3K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127K+ 211.83% |
$3.41M - $10.8M
|
187K
$5.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
43.7K+ 310.21% |
$1.18M - $3.71M
|
57.7K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33.4K+ 124.54% |
$899K - $2.84M
|
60.2K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
54.7KNew |
$1.47M - $4.65M
|
54.7K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
117K+ 246.04% |
$3.16M - $9.95M
|
165K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.2K- 63.85% |
$463K - $1.46M
|
9.74K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
12.3KNew |
$332K - $1.05M
|
12.3K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.19K+ 278.96% |
$247K - $781K
|
12.5K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.05K+ 200.0% |
$109K - $344K
|
6.08K
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
85.2K+ 235.84% |
$2.3M - $7.24M
|
121K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.6K+ 202.53% |
$258K - $815K
|
14.3K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
335KNew |
$9.02M - $28.5M
|
335K
$9.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89.5K+ 112.36% |
$2.41M - $7.6M
|
169K
$4.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
508K+ 209.53% |
$13.7M - $43.1M
|
750K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.51K+ 204.24% |
$94.6K - $298K
|
5.23K
$145K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
261K+ 202.37% |
$7.03M - $22.2M
|
390K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
171K+ 189.89% |
$4.61M - $14.5M
|
261K
$7.25M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
142K+ 198.9% |
$3.81M - $12M
|
213K
$5.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3K+ 200.0% |
$80.7K - $255K
|
4.5K
$125K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
492K+ 237.0% |
$13.3M - $41.8M
|
700K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
84.8K+ 212.8% |
$2.28M - $7.21M
|
125K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
31.3K+ 202.3% |
$844K - $2.66M
|
46.8K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 201.57% |
$27.7K - $87.3K
|
1.54K
$42.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
559K+ 182.44% |
$15.1M - $47.5M
|
865K
$24M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
10.9K+ 200.17% |
$294K - $927K
|
16.4K
$454K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.8K+ 200.09% |
$183K - $577K
|
10.2K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49.7K+ 209.91% |
$1.34M - $4.22M
|
73.4K
$2.04M
|