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 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.45K+ 89.92% |
$231K - $263K
|
7.29K
$201K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-601- 4.78% |
$40.2K - $45.9K
|
12K
$330K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.99K- 34.51% |
$133K - $152K
|
3.78K
$104K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
4.69KNew |
$314K - $358K
|
4.69K
$129K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.55K- 4.55% |
$371K - $423K
|
116K
$3.2M
|
|
| Q3 2023 | |||||||
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-40- 3.12% |
$2.83K - $3.03K
|
1.24K
$34.3K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.93KClosed |
$207K - $221K
|
0
$0
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-2.02K- 2.84% |
$143K - $153K
|
69.1K
$1.9M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
892New |
$63K - $67.5K
|
892
$24.6K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-70- 52.63% |
$4.94K - $5.3K
|
63
$1.74K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.2K+ 41.52% |
$1M - $1.07M
|
48.4K
$1.33M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.08K- 66.25% |
$641K - $687K
|
4.62K
$127K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
450+ 56.53% |
$31.8K - $34K
|
1.25K
$34.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
150New |
$10.6K - $11.3K
|
150
$4.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
94+ 1.84% |
$6.64K - $7.11K
|
5.2K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.39KNew |
$381K - $408K
|
5.39K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.34K- 1.35% |
$306K - $328K
|
318K
$8.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-723- 1.44% |
$51.1K - $54.7K
|
49.4K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-12.6K- 9.64% |
$892K - $955K
|
118K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
65New |
$4.59K - $4.92K
|
65
$1.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9.84KNew |
$695K - $744K
|
9.84K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
319+ 106.33% |
$22.5K - $24.1K
|
619
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5KNew |
$353K - $378K
|
5K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
323New |
$22.8K - $24.4K
|
323
$8.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
10.8K+ 54.53% |
$760K - $815K
|
30.5K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-87Closed |
$6.14K - $6.58K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.04KNew |
$215K - $230K
|
3.04K
$83.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-316- 6.8% |
$22.3K - $23.9K
|
4.33K
$119K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-229- 7.35% |
$16.2K - $17.3K
|
2.89K
$79.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$70.6 - $75.7
|
4.51K
$124K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
10.5K+ 4.59% |
$742K - $795K
|
239K
$6.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
208K+ 1790.14% |
$14.7M - $15.8M
|
220K
$6.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-83.5K- 36.38% |
$5.9M - $6.32M
|
146K
$4.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-27.6K- 29.61% |
$1.95M - $2.09M
|
65.6K
$1.81M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7.26KNew |
$513K - $549K
|
7.26K
$200K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10.8K+ 2.72% |
$761K - $815K
|
406K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.92K+ 3.14% |
$206K - $221K
|
95.9K
$2.64M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 1.57% |
$745K - $798K
|
660K
$18.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
26.7KNew |
$1.89M - $2.02M
|
26.7K
$736K
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
PUT |
26.7KNew |
$1.89M - $2.02M
|
26.7K
$736K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 480.36% |
$280K - $300K
|
4.79K
$132K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-498- 12.66% |
$35.2K - $37.7K
|
3.44K
$94.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.5KNew |
$1.45M - $1.55M
|
20.5K
$565K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
183+ 6.16% |
$12.9K - $13.8K
|
3.15K
$86.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 5.19% |
$7.06K - $7.57K
|
1.83K
$50.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.63K- 2.71% |
$327K - $350K
|
166K
$4.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
48KNew |
$3.39M - $3.63M
|
48K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.42K- 52.8% |
$242K - $259K
|
3.06K
$84.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
550New |
$38.8K - $41.6K
|
550
$15.2K
|
|