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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11.2K+ 3.03% |
$859K - $949K
|
380K
$10.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
43+ 0.12% |
$3.31K - $3.66K
|
35.4K
$975K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-39.3K- 13.52% |
$3.03M - $3.35M
|
252K
$6.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-277- 10.48% |
$21.3K - $23.6K
|
2.37K
$65.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-40- 0.42% |
$3.08K - $3.4K
|
9.52K
$262K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-778- 4.36% |
$59.9K - $66.2K
|
17.1K
$470K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-139K- 69.8% |
$10.5M - $11.1M
|
60K
$1.65M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.98K- 94.99% |
$302K - $319K
|
210
$5.79K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
211+ 3.22% |
$16K - $16.9K
|
6.76K
$186K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-286- 0.34% |
$21.7K - $22.9K
|
85K
$2.34M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2New |
$152 - $160
|
2
$55.1
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
122New |
$9.25K - $9.78K
|
122
$3.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-350- 2.49% |
$26.5K - $28.1K
|
13.7K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.93K- 46.85% |
$222K - $235K
|
3.33K
$91.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 9.63% |
$75.8K - $80.2K
|
9.38K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 9.63% |
$75.8K - $80.2K
|
9.38K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.55K+ 40.36% |
$118K - $124K
|
5.39K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
26New |
$1.97K - $2.08K
|
26
$717
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.52KNew |
$191K - $202K
|
2.52K
$69.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.6K- 46.73% |
$1.41M - $1.49M
|
21.2K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-73.1K- 79.53% |
$5.54M - $5.86M
|
18.8K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-806- 13.98% |
$61.1K - $64.6K
|
4.96K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
40.8K+ 10.36% |
$3.09M - $3.27M
|
435K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
200New |
$15.2K - $16K
|
200
$5.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.9K- 49.53% |
$220K - $233K
|
2.96K
$81.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.31KNew |
$327K - $345K
|
4.31K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.7K- 26.45% |
$1.11M - $1.18M
|
40.8K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1K- 95.42% |
$75.8K - $80.2K
|
48
$1.32K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94K+ 0.97% |
$147K - $156K
|
201K
$5.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$256K - $271K
|
3.38K
$93.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
1.78K+ 6.45% |
$135K - $142K
|
29.3K
$807K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-326- 6.02% |
$24.7K - $26.1K
|
5.09K
$140K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4+ 0.1% |
$303 - $321
|
4.01K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 16.63% |
$505K - $534K
|
33.4K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-52- 0.34% |
$3.94K - $4.17K
|
15.1K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
194+ 5.93% |
$14.7K - $15.5K
|
3.47K
$95.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.87K+ 3.44% |
$142K - $150K
|
56.3K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.03K+ 5.24% |
$154K - $162K
|
40.7K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 21.84% |
$92.1K - $97.4K
|
6.78K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-68- 0.67% |
$5.16K - $5.45K
|
10.1K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.76M+ 2338.38% |
$740M - $782M
|
10.2M
$280M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.56K- 98.54% |
$498K - $526K
|
97
$2.67K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-542- 0.51% |
$41.1K - $43.4K
|
105K
$2.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
148New |
$11.2K - $11.9K
|
148
$4.08K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.12KNew |
$161K - $170K
|
2.12K
$58.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
791New |
$60K - $63.4K
|
791
$21.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.44K+ 148.3% |
$412K - $436K
|
9.11K
$251K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.74K- 5.28% |
$132K - $139K
|
31.2K
$858K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.11K- 80.91% |
$160K - $169K
|
498
$13.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.6K- 49.43% |
$878K - $929K
|
11.9K
$327K
|
|