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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
500New |
$33.6K - $39.5K
|
500
$13.9K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
2.08KNew |
$139K - $164K
|
2.08K
$57.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
415KNew |
$27.9M - $32.8M
|
415K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
405+ 3.08% |
$27.2K - $32K
|
13.6K
$376K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.61K- 25.9% |
$377K - $444K
|
16K
$445K
|
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.79KNew |
$188K - $221K
|
2.79K
$77.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
22.6KNew |
$1.52M - $1.78M
|
22.6K
$626K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 51.55% |
$6.72K - $7.91K
|
94
$2.61K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.48K+ 6.69% |
$368K - $433K
|
87.5K
$2.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
142New |
$9.54K - $11.2K
|
142
$3.94K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-32- 0.12% |
$2.15K - $2.53K
|
26.3K
$730K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-85- 0.33% |
$5.71K - $6.72K
|
25.8K
$715K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-140- 1.9% |
$9.4K - $11.1K
|
7.24K
$201K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
142New |
$9.54K - $11.2K
|
142
$3.94K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
100New |
$6.72K - $7.91K
|
100
$2.78K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4New |
$269 - $316
|
4
$111
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.67KNew |
$179K - $211K
|
2.67K
$74.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
28+ 0.03% |
$1.88K - $2.21K
|
99.3K
$2.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
500+ 1020.41% |
$33.6K - $39.5K
|
549
$15.2K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.23K+ 6.57% |
$82.3K - $96.9K
|
19.9K
$552K
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
5.19KNew |
$348K - $410K
|
5.19K
$144K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
44+ 5.04% |
$2.96K - $3.48K
|
917
$25.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.7KNew |
$181K - $213K
|
2.7K
$74.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
7.72KNew |
$518K - $610K
|
7.72K
$214K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
14K+ 41.28% |
$938K - $1.1M
|
47.8K
$1.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.88KNew |
$193K - $228K
|
2.88K
$79.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
4.2KNew |
$282K - $332K
|
4.2K
$117K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.83K- 3.08% |
$123K - $145K
|
57.7K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2.84K- 51.08% |
$191K - $225K
|
2.72K
$75.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
700+ 3.47% |
$47K - $55.3K
|
20.9K
$580K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
10K+ 20.17% |
$672K - $791K
|
59.6K
$1.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-447- 12.02% |
$30K - $35.3K
|
3.27K
$90.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.1K+ 13.77% |
$813K - $957K
|
100K
$2.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
51New |
$3.43K - $4.03K
|
51
$1.42K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
4.15K+ 7.02% |
$279K - $328K
|
63.3K
$1.76M
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
683+ 7.82% |
$45.9K - $54K
|
9.41K
$261K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
2.89KNew |
$194K - $229K
|
2.89K
$80.3K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-115Closed |
$7.64K - $8.96K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$1.34M - $1.57M
|
20.1K
$558K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
155New |
$10.3K - $12.1K
|
155
$4.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.55K+ 28.97% |
$236K - $276K
|
15.8K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.5KClosed |
$698K - $818K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.2M+ 1379.87% |
$80M - $93.7M
|
1.29M
$35.8M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-330- 4.71% |
$21.9K - $25.7K
|
6.68K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
18+ 0.29% |
$1.2K - $1.4K
|
6.22K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 2.04% |
$66.4 - $77.9
|
48
$1.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.45KNew |
$229K - $268K
|
3.45K
$95.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
50New |
$3.32K - $3.89K
|
50
$1.39K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.61K+ 8.97% |
$240K - $281K
|
43.8K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
20.8KNew |
$1.38M - $1.62M
|
20.8K
$578K
|
|