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 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-8KClosed |
$562K - $642K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$70.3 - $80.2
|
4.27K
$118K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
750New |
$52.7K - $60.2K
|
750
$20.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-398Closed |
$28K - $31.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
959+ 2.3% |
$67.4K - $77K
|
42.6K
$1.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-196K- 59.12% |
$13.8M - $15.7M
|
135K
$3.73M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8.93KClosed |
$628K - $717K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-98- 19.64% |
$6.89K - $7.86K
|
401
$11.1K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-1.29K- 20.87% |
$90.6K - $103K
|
4.89K
$135K
|
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
39+ 0.98% |
$2.74K - $3.13K
|
4K
$110K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
53+ 25.24% |
$3.73K - $4.25K
|
263
$7.25K
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.87KClosed |
$342K - $391K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.35% |
$703 - $802
|
2.87K
$79.1K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.56KClosed |
$180K - $205K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
181+ 1.53% |
$12.7K - $14.5K
|
12K
$331K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-420Closed |
$29.5K - $33.7K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10.6K- 90.31% |
$749K - $854K
|
1.14K
$31.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-4.01KClosed |
$282K - $321K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
137+ 4.62% |
$9.63K - $11K
|
3.1K
$85.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.55KClosed |
$179K - $204K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-105KClosed |
$7.4M - $8.44M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.76KClosed |
$194K - $222K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
307K+ 213.5% |
$21.6M - $24.6M
|
450K
$12.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.98K- 3.16% |
$139K - $158K
|
60.5K
$1.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.32K+ 3.53% |
$92.8K - $106K
|
38.7K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.02KClosed |
$71.9K - $82K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
232New |
$16.3K - $18.6K
|
232
$6.39K
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
281New |
$19.8K - $22.5K
|
281
$7.74K
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-4.82KClosed |
$339K - $387K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.9KClosed |
$274K - $313K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-448- 5.48% |
$31.5K - $35.9K
|
7.73K
$213K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-505- 1.49% |
$35.5K - $40.5K
|
33.4K
$919K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
440New |
$30.9K - $35.3K
|
440
$12.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.91KClosed |
$134K - $153K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
2.61K+ 97.97% |
$184K - $209K
|
5.27K
$145K
|
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-9.3KClosed |
$654K - $746K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
137KNew |
$9.61M - $11M
|
137K
$3.77M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
145+ 5.26% |
$10.2K - $11.6K
|
2.9K
$79.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-135- 1.0% |
$9.49K - $10.8K
|
13.3K
$367K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.61KNew |
$113K - $129K
|
1.61K
$44.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
4.32K+ 1.18% |
$303K - $346K
|
371K
$10.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-130- 94.2% |
$9.14K - $10.4K
|
8
$220
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.95K- 67.82% |
$629K - $718K
|
4.25K
$117K
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.29K+ 286.0% |
$172K - $187K
|
3.09K
$85.1K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
50New |
$3.76K - $4.1K
|
50
$1.38K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-3.66KClosed |
$275K - $299K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-9KClosed |
$676K - $737K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-262Closed |
$19.7K - $21.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-410Closed |
$30.8K - $33.6K
|
0
$0
|
|