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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-540- 15.47% |
$37.4K - $39.9K
|
2.95K
$81.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
83+ 4.37% |
$5.74K - $6.14K
|
1.98K
$55K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-743- 6.68% |
$51.4K - $54.9K
|
10.4K
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.24K+ 23.17% |
$155K - $166K
|
11.9K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.68KNew |
$185K - $198K
|
2.68K
$74.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.33K- 13.06% |
$92.3K - $98.6K
|
8.88K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
2.8KNew |
$193K - $207K
|
2.8K
$77.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.26K+ 0.42% |
$156K - $167K
|
538K
$14.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.57K- 2.69% |
$247K - $264K
|
129K
$3.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
120+ 0.44% |
$8.3K - $8.87K
|
27.3K
$759K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.31KNew |
$436K - $466K
|
6.31K
$175K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
640New |
$44.3K - $47.3K
|
640
$17.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.24KNew |
$293K - $313K
|
4.24K
$118K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
630+ 19.09% |
$43.6K - $46.6K
|
3.93K
$109K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
640New |
$44.3K - $47.3K
|
640
$17.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
32+ 0.95% |
$2.21K - $2.37K
|
3.4K
$94.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13KNew |
$903K - $965K
|
13K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
845New |
$58.5K - $62.5K
|
845
$23.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-108- 0.14% |
$7.47K - $7.99K
|
79.3K
$2.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
3.64KNew |
$252K - $269K
|
3.64K
$101K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-42K- 92.78% |
$2.91M - $3.11M
|
3.27K
$90.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
28.3KNew |
$1.96M - $2.09M
|
28.3K
$786K
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-330K- 70.27% |
$22.8M - $24.4M
|
139K
$3.87M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
350New |
$24.2K - $25.9K
|
350
$9.72K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.3K+ 1.71% |
$367K - $392K
|
315K
$8.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
402+ 67.34% |
$27.8K - $29.7K
|
999
$27.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 28.47% |
$79.6K - $85.1K
|
2.89K
$80.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
17.3KNew |
$1.2M - $1.28M
|
17.3K
$482K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
15New |
$1.04K - $1.11K
|
15
$416
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
7.58KNew |
$524K - $560K
|
7.58K
$210K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
13.7K+ 1.9% |
$947K - $1.01M
|
734K
$20.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.64K+ 30.03% |
$183K - $195K
|
11.4K
$317K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-71- 4.17% |
$4.91K - $5.25K
|
1.63K
$45.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
4+ 1.02% |
$277 - $296
|
395
$11K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
3.76KNew |
$260K - $278K
|
3.76K
$104K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-7.41K- 62.23% |
$521K - $578K
|
4.5K
$125K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
86+ 104.88% |
$6.04K - $6.71K
|
168
$4.66K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1Closed |
$70.3 - $78
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9KNew |
$204K - $227K
|
2.9K
$80.6K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$70.3 - $78
|
1
$27.8
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-94- 41.41% |
$6.61K - $7.33K
|
133
$3.69K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.13K+ 77.17% |
$150K - $166K
|
4.9K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
10.8K+ 4.33% |
$762K - $846K
|
261K
$7.25M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.3K- 66.76% |
$796K - $884K
|
5.64K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.62K- 26.2% |
$184K - $204K
|
7.37K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
895+ 1.15% |
$62.9K - $69.8K
|
78.8K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
307+ 10.83% |
$21.6K - $24K
|
3.14K
$87.2K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
267New |
$18.8K - $20.8K
|
267
$7.41K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.55KNew |
$109K - $121K
|
1.55K
$43K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3+ 0.82% |
$211 - $234
|
370
$10.3K
|
|