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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-86- 1.21% |
$6.62K - $7.32K
|
7.01K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
341+ 6.04% |
$26.3K - $29K
|
5.98K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
644+ 8.52% |
$49.6K - $54.8K
|
8.2K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
91+ 0.95% |
$7.01K - $7.74K
|
9.71K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-846- 7.0% |
$65.2K - $72K
|
11.2K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
187+ 1.95% |
$14.4K - $15.9K
|
9.8K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-81- 0.42% |
$6.24K - $6.89K
|
19.2K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.45K+ 1.86% |
$651K - $719K
|
462K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.18K+ 4.17% |
$553K - $610K
|
179K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
44.3KNew |
$3.41M - $3.77M
|
44.3K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.74K+ 1.04% |
$365K - $403K
|
461K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
114KNew |
$8.74M - $9.66M
|
114K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.88K+ 4.73% |
$453K - $500K
|
130K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.49K- 21.32% |
$269K - $297K
|
12.9K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
12K+ 18.6% |
$922K - $1.02M
|
76.3K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.9K+ 2.4% |
$5.15M - $5.69M
|
2.86M
$79.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
684+ 0.4% |
$52.7K - $58.2K
|
171K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
179+ 6.27% |
$13.8K - $15.2K
|
3.03K
$84.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-13.6K- 17.32% |
$1.05M - $1.16M
|
64.9K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.3K+ 173.22% |
$2.72M - $3M
|
55.7K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
215K+ 42.67% |
$16.6M - $18.3M
|
720K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
17.1KNew |
$1.31M - $1.45M
|
17.1K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
45+ 0.16% |
$3.47K - $3.83K
|
28.5K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
19.6K+ 51.44% |
$1.51M - $1.67M
|
57.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.2K+ 169.91% |
$1.48M - $1.63M
|
30.5K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.67K- 1.4% |
$129K - $142K
|
117K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
347+ 3.92% |
$26.7K - $29.5K
|
9.19K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
88.1K+ 1468366.62% |
$6.79M - $7.49M
|
88.1K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
134K+ 371.27% |
$10.4M - $11.4M
|
171K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2K+ 3.18% |
$154K - $170K
|
64.9K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.2KNew |
$1.71M - $1.89M
|
22.2K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.07% |
$385 - $425
|
7.36K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-900- 23.08% |
$69.3K - $76.6K
|
3K
$83.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-14.9K- 44.15% |
$1.15M - $1.27M
|
18.9K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.96KNew |
$459K - $507K
|
5.96K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.94K+ 2.38% |
$612K - $676K
|
341K
$9.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
62+ 0.39% |
$4.78K - $5.27K
|
15.8K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.05K+ 12.75% |
$620K - $684K
|
71.1K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
72+ 1.0% |
$5.55K - $6.12K
|
7.27K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.34K+ 2.77% |
$103K - $114K
|
49.8K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 0.57% |
$231 - $255
|
527
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
196+ 3920.0% |
$15.1K - $16.7K
|
201
$5.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
210+ 105.0% |
$16.2K - $17.9K
|
410
$11.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
91.1K+ 982.19% |
$7.01M - $7.75M
|
100K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-497- 3.81% |
$38.3K - $42.3K
|
12.5K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3KNew |
$231K - $255K
|
3K
$83.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
573+ 10.27% |
$44.1K - $48.7K
|
6.15K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-609- 17.64% |
$46.9K - $51.8K
|
2.84K
$78.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
288New |
$22.2K - $24.5K
|
288
$7.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
18.6KNew |
$1.43M - $1.58M
|
18.6K
$515K
|