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 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
126K+ 206.79% |
$3.39M - $10.7M
|
187K
$5.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
17K+ 237.29% |
$459K - $1.45M
|
24.2K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.4K+ 202.17% |
$306K - $964K
|
17K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-65- 0.84% |
$1.75K - $5.52K
|
7.71K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
17.1KNew |
$461K - $1.46M
|
17.1K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
24.2KNew |
$652K - $2.06M
|
24.2K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
645K+ 208.54% |
$17.4M - $54.8M
|
954K
$26.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
552K+ 220.68% |
$14.9M - $46.9M
|
802K
$22.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
429K+ 208.09% |
$11.6M - $36.4M
|
635K
$17.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22.2K+ 219.06% |
$597K - $1.88M
|
32.3K
$906K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
223K+ 187.14% |
$6M - $18.9M
|
342K
$9.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.35K+ 53.4% |
$144K - $454K
|
15.4K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
921+ 248.25% |
$24.8K - $78.2K
|
1.29K
$36.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.45K+ 163.53% |
$147K - $463K
|
8.79K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
73New |
$1.97K - $6.2K
|
73
$2.05K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
39.1K+ 193.94% |
$1.05M - $3.32M
|
59.2K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
148K+ 187.86% |
$4M - $12.6M
|
227K
$6.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.8K+ 194.04% |
$399K - $1.26M
|
22.5K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.46MNew |
$39.3M - $124M
|
1.46M
$41M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
38.4K+ 186.67% |
$1.03M - $3.26M
|
58.9K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
129K+ 188.95% |
$3.48M - $11M
|
197K
$5.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$290K - $915K
|
10.8K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.3K+ 190.69% |
$655K - $2.07M
|
37.1K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.4K+ 218.77% |
$199K - $629K
|
10.8K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
648K+ 202.23% |
$17.5M - $55.1M
|
969K
$27.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
545K+ 691.11% |
$14.7M - $46.3M
|
624K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
108K+ 187.17% |
$2.91M - $9.16M
|
166K
$4.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.72K+ 189.56% |
$73.4K - $231K
|
4.16K
$117K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97+ 194.0% |
$2.61K - $8.24K
|
147
$4.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
143K+ 202.97% |
$3.86M - $12.2M
|
214K
$6.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
80.9K+ 265.75% |
$2.18M - $6.87M
|
111K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
121K+ 467.86% |
$3.26M - $10.3M
|
147K
$4.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
14.5K+ 318.8% |
$390K - $1.23M
|
19K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
914K+ 229.65% |
$24.6M - $77.7M
|
1.31M
$36.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
52.2K+ 210.1% |
$1.41M - $4.43M
|
77K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.2K- 8.34% |
$32.4K - $102K
|
13.2K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
341K+ 202.07% |
$9.19M - $29M
|
510K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
64.1K+ 201.5% |
$1.73M - $5.44M
|
95.9K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-28.2K- 29.14% |
$759K - $2.4M
|
68.6K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
70.3KNew |
$1.89M - $5.97M
|
70.3K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23.2K+ 200.0% |
$624K - $1.97M
|
34.8K
$976K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
516KNew |
$13.9M - $43.9M
|
516K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
16.8K+ 208.35% |
$453K - $1.43M
|
24.9K
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
8.01K+ 159.22% |
$216K - $681K
|
13K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.5K- 99.6% |
$796K - $2.51M
|
120
$3.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
40.9K+ 180.77% |
$1.1M - $3.48M
|
63.5K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
16.8K+ 236.19% |
$453K - $1.43M
|
23.9K
$672K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
637K+ 228.12% |
$17.2M - $54.1M
|
916K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
102K+ 245.1% |
$2.73M - $8.62M
|
143K
$4.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.42KNew |
$38.3K - $121K
|
1.42K
$39.9K
|