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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
9.6KNew |
$722K - $774K
|
9.6K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
44.6KNew |
$3.36M - $3.6M
|
44.6K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$190K - $203K
|
2.52K
$69.5K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$88.8K - $95.1K
|
1.18K
$32.5K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.12KNew |
$687K - $736K
|
9.12K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
645+ 9.78% |
$48.5K - $52K
|
7.24K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
26.1KNew |
$1.97M - $2.11M
|
26.1K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2.75K- 50.68% |
$207K - $222K
|
2.68K
$73.8K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.1K- 50.53% |
$384K - $411K
|
4.99K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-119Closed |
$8.95K - $9.59K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
223K+ 34.17% |
$16.8M - $18M
|
877K
$24.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
271K+ 50.46% |
$20.4M - $21.8M
|
807K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
748New |
$56.3K - $60.3K
|
748
$20.6K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
21.9KNew |
$1.65M - $1.77M
|
21.9K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 38.72% |
$186K - $200K
|
3.92K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-9- 15.25% |
$677 - $726
|
50
$1.38K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.8KNew |
$211K - $226K
|
2.8K
$77.2K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.5K+ 549.75% |
$1.77M - $1.9M
|
27.8K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
40+ 1.21% |
$3.01K - $3.23K
|
3.34K
$91.9K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
196+ 3920.0% |
$14.7K - $15.8K
|
201
$5.54K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.1K+ 1050.0% |
$158K - $169K
|
2.3K
$63.4K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-5.1K- 32.9% |
$384K - $411K
|
10.4K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.7K- 25.29% |
$803K - $861K
|
31.5K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.56K+ 26.49% |
$569K - $610K
|
36.1K
$995K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.27K- 31.45% |
$95.6K - $102K
|
2.77K
$76.3K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
193+ 0.12% |
$14.5K - $15.6K
|
160K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.7KNew |
$2.91M - $3.12M
|
38.7K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.15KNew |
$387K - $415K
|
5.15K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-10K- 50.0% |
$753K - $806K
|
10K
$276K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-56.7K- 64.2% |
$4.27M - $4.57M
|
31.6K
$872K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-475- 14.86% |
$35.7K - $38.3K
|
2.72K
$75K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.82KNew |
$212K - $227K
|
2.82K
$77.7K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
50+ 0.74% |
$3.76K - $4.03K
|
6.83K
$188K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
19.2KNew |
$1.44M - $1.55M
|
19.2K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
69.5KNew |
$5.23M - $5.6M
|
69.5K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.17% |
$376 - $403
|
2.87K
$79.2K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
40.5K+ 0.42% |
$3.05M - $3.26M
|
9.72M
$268M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.32% |
$151 - $161
|
623
$17.2K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-933- 11.1% |
$70.2K - $75.2K
|
7.47K
$206K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
321New |
$24.2K - $25.9K
|
321
$8.85K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
26New |
$1.96K - $2.1K
|
26
$717
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.33KNew |
$476K - $510K
|
6.33K
$174K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-620- 12.8% |
$46.7K - $50K
|
4.22K
$116K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12+ 0.44% |
$903 - $968
|
2.74K
$75.6K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2+ 0.66% |
$151 - $161
|
306
$8.43K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.38K- 32.56% |
$179K - $192K
|
4.92K
$136K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.04KNew |
$78.2K - $83.8K
|
1.04K
$28.6K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.5KNew |
$263K - $282K
|
3.5K
$96.3K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.57KNew |
$194K - $207K
|
2.57K
$70.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 0.67% |
$102K - $110K
|
203K
$5.6M
|