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 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
14.6K+ 199.99% |
$392K - $1.24M
|
21.8K
$608K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152K+ 75.03% |
$4.1M - $12.9M
|
355K
$9.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
39.4K+ 214.8% |
$1.06M - $3.34M
|
57.7K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
89.2K+ 208.19% |
$2.4M - $7.58M
|
132K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
45.2KNew |
$1.22M - $3.84M
|
45.2K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
25.4KNew |
$685K - $2.16M
|
25.4K
$708K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.59K+ 648.57% |
$42.8K - $135K
|
1.83K
$51K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.87K+ 200.0% |
$50.3K - $159K
|
2.8K
$78K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
149K+ 216.95% |
$4.01M - $12.7M
|
218K
$6.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.28K+ 198.31% |
$142K - $448K
|
7.94K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.17K+ 200.0% |
$139K - $439K
|
7.75K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
163K+ 205.92% |
$4.39M - $13.9M
|
242K
$6.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18.4K+ 180.53% |
$494K - $1.56M
|
28.5K
$794K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
61.6K+ 212.18% |
$1.66M - $5.23M
|
90.6K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17.5K+ 263.83% |
$472K - $1.49M
|
24.2K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
327KNew |
$8.81M - $27.8M
|
327K
$9.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
81.3K+ 171.84% |
$2.19M - $6.91M
|
129K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
724K+ 201.97% |
$19.5M - $61.5M
|
1.08M
$30.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
21.4K+ 2.73% |
$577K - $1.82M
|
806K
$22.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
15K+ 197.71% |
$405K - $1.28M
|
22.6K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
13.1KNew |
$353K - $1.11M
|
13.1K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.92KNew |
$51.6K - $163K
|
1.92K
$53.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
561K+ 197.89% |
$15.1M - $47.7M
|
845K
$23.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
37.1K+ 219.91% |
$999K - $3.15M
|
54K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.33K+ 167.62% |
$144K - $453K
|
8.51K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.14K+ 140.7% |
$57.6K - $182K
|
3.66K
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
99.5K+ 200.44% |
$2.68M - $8.45M
|
149K
$4.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.54M+ 275.52% |
$41.5M - $131M
|
2.1M
$58.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.38M- 94.46% |
$91M - $287M
|
198K
$5.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
235K+ 210.72% |
$6.32M - $19.9M
|
346K
$9.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.94K+ 2.66% |
$160K - $505K
|
229K
$6.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.04M+ 223.13% |
$54.8M - $173M
|
2.95M
$82M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
62.2K+ 298.91% |
$1.67M - $5.28M
|
83K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
141KNew |
$3.78M - $11.9M
|
141K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
87.4K+ 196.09% |
$2.35M - $7.42M
|
132K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
166K+ 286.77% |
$4.47M - $14.1M
|
224K
$6.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
711K+ 214.93% |
$19.2M - $60.4M
|
1.04M
$29M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 200.0% |
$83.4K - $263K
|
4.64K
$129K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
21K+ 203.71% |
$564K - $1.78M
|
31.2K
$870K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.75K+ 208.51% |
$236K - $743K
|
12.9K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
14+ 200.0% |
$377 - $1.19K
|
21
$584
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26.3K- 10.48% |
$709K - $2.24M
|
225K
$6.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
81.7K+ 195.37% |
$2.2M - $6.94M
|
124K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
76.3K+ 200.01% |
$2.06M - $6.49M
|
115K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2New |
$53.9 - $170
|
2
$55.7
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.05MNew |
$28.4M - $89.4M
|
1.05M
$29.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
149K+ 202.26% |
$4.02M - $12.7M
|
223K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
388K+ 203.43% |
$10.4M - $33M
|
579K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.13K+ 2.04% |
$30.4K - $95.7K
|
56.5K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.21M+ 221.59% |
$32.5M - $102M
|
1.75M
$48.7M
|