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 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
67.8K+ 268.2% |
$1.83M - $5.76M
|
93.1K
$2.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
837New |
$22.5K - $71.1K
|
837
$23.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
180K+ 219.3% |
$4.85M - $15.3M
|
262K
$7.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
308K+ 257.24% |
$8.31M - $26.2M
|
428K
$11.8M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
27.3KNew |
$735K - $2.32M
|
27.3K
$753K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.2K- 13.1% |
$275K - $869K
|
67.8K
$1.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
70K+ 172.58% |
$1.89M - $5.95M
|
111K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
34.4K+ 332.89% |
$926K - $2.92M
|
44.7K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.87M+ 187.67% |
$77.2M - $244M
|
4.39M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
16.9K+ 183.31% |
$455K - $1.43M
|
26.1K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
224K+ 24905.11% |
$6.04M - $19M
|
225K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
294K+ 258.58% |
$7.92M - $25M
|
408K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.86M+ 217.46% |
$131M - $413M
|
7.1M
$196M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.17M+ 199.97% |
$31.6M - $99.7M
|
1.76M
$48.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
313K+ 153.94% |
$8.42M - $26.5M
|
516K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.2K- 43.54% |
$653K - $2.06M
|
31.4K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
667K+ 92.69% |
$18M - $56.7M
|
1.39M
$38.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.59M+ 185.99% |
$96.6M - $305M
|
5.51M
$152M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-418- 61.65% |
$11.3K - $35.5K
|
260
$7.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20.3K+ 577.93% |
$547K - $1.73M
|
23.8K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.01M+ 217.77% |
$27.3M - $86.1M
|
1.48M
$40.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.02KNew |
$216K - $681K
|
8.02K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
24.2K+ 176.63% |
$653K - $2.06M
|
38K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.8K+ 398.38% |
$292K - $920K
|
13.5K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.4KNew |
$199K - $629K
|
7.4K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
60.5K+ 186.07% |
$1.63M - $5.14M
|
93K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.72K+ 62.38% |
$100K - $316K
|
9.68K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
18.7K+ 355.24% |
$502K - $1.58M
|
23.9K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.08K+ 506.59% |
$55.9K - $176K
|
2.49K
$68.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 64.2% |
$27.4K - $86.4K
|
567
$15.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
63K+ 200.0% |
$1.7M - $5.35M
|
94.5K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.2K+ 195.6% |
$410K - $1.29M
|
23K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.2M+ 569.59% |
$1.14B - $3.59B
|
49.6M
$1.37B
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
408K+ 212.54% |
$11M - $34.7M
|
600K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.22K+ 191.72% |
$194K - $613K
|
11K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
20K+ 160.58% |
$539K - $1.7M
|
32.5K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
13.3K+ 203.04% |
$358K - $1.13M
|
19.8K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.73M+ 426.87% |
$46.7M - $147M
|
2.14M
$59M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
80.9K+ 2627.66% |
$2.18M - $6.87M
|
83.9K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
564K+ 205.85% |
$15.2M - $48M
|
839K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
51.1K+ 200.86% |
$1.38M - $4.34M
|
76.6K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
737K+ 214.32% |
$19.8M - $62.6M
|
1.08M
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
10.9K+ 182.75% |
$295K - $929K
|
16.9K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
330K+ 192.55% |
$8.88M - $28M
|
501K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
21.5KNew |
$580K - $1.83M
|
21.5K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
157K+ 195.51% |
$4.22M - $13.3M
|
237K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
12.2K+ 80.91% |
$328K - $1.03M
|
27.2K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17K+ 97.89% |
$457K - $1.44M
|
34.3K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.5M+ 236.35% |
$40.4M - $128M
|
2.14M
$58.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.7K+ 192.1% |
$369K - $1.17M
|
20.9K
$575K
|