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 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.28M+ 201.93% |
$34.4M - $108M
|
1.91M
$52.6M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.79K+ 91.99% |
$210K - $662K
|
16.3K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.72KNew |
$100K - $316K
|
3.72K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
652K+ 216.01% |
$17.6M - $55.4M
|
954K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
12.7K+ 189.91% |
$343K - $1.08M
|
19.5K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
39.7K+ 206.47% |
$1.07M - $3.37M
|
58.9K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
537K+ 207.56% |
$14.5M - $45.7M
|
796K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.9K+ 187.35% |
$590K - $1.86M
|
33.6K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.8M+ 210.83% |
$292M - $920M
|
16M
$441M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.8M+ 216.04% |
$48.6M - $153M
|
2.64M
$72.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
309K+ 215.85% |
$8.33M - $26.3M
|
452K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
21.7K+ 197.14% |
$586K - $1.85M
|
32.8K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
66.4K+ 214.6% |
$1.79M - $5.64M
|
97.3K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
396K+ 197.74% |
$10.7M - $33.7M
|
597K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
181K+ 247.52% |
$4.86M - $15.3M
|
253K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
369K+ 205.93% |
$9.94M - $31.4M
|
549K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
37.1K+ 227.19% |
$998K - $3.15M
|
53.4K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
40.5K+ 175.64% |
$1.09M - $3.44M
|
63.5K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
951K+ 206.4% |
$25.6M - $80.8M
|
1.41M
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
223K+ 196.04% |
$5.99M - $18.9M
|
336K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73.4K+ 195.42% |
$1.98M - $6.24M
|
111K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
29K+ 318.8% |
$782K - $2.47M
|
38.1K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
217K+ 85.02% |
$5.85M - $18.5M
|
473K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.8K+ 717.69% |
$776K - $2.45M
|
32.8K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$588K - $1.86M
|
21.9K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.22M+ 217.46% |
$167M - $528M
|
9.08M
$250M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.2K+ 289.14% |
$435K - $1.37M
|
21.7K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
338K+ 197.86% |
$9.09M - $28.7M
|
508K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7M+ 202.25% |
$314M - $991M
|
17.4M
$481M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
92.7K+ 3057.62% |
$2.5M - $7.88M
|
95.7K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
166K+ 255.32% |
$4.46M - $14.1M
|
231K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
47.8K+ 279.9% |
$1.29M - $4.06M
|
64.8K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
19.1K+ 200.0% |
$513K - $1.62M
|
28.6K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
14.7K+ 584.8% |
$396K - $1.25M
|
17.2K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
33.9KNew |
$914K - $2.88M
|
33.9K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.8K+ 199.98% |
$290K - $915K
|
16.2K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
34.8K+ 129.67% |
$938K - $2.96M
|
61.7K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
22.2KNew |
$598K - $1.89M
|
22.2K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-79.1K- 97.71% |
$2.13M - $6.72M
|
1.85K
$51.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.99M+ 223.12% |
$80.6M - $254M
|
4.33M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6.62K+ 188.34% |
$178K - $563K
|
10.1K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
324K+ 1994.11% |
$8.73M - $27.5M
|
340K
$9.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16.2K+ 189.11% |
$435K - $1.37M
|
24.7K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14.7K+ 200.0% |
$397K - $1.25M
|
22.1K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
38.5K+ 497.21% |
$1.04M - $3.27M
|
46.2K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.83K- 20.28% |
$103K - $325K
|
15.1K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1.22K+ 200.0% |
$32.8K - $103K
|
1.83K
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
697K+ 204.23% |
$18.8M - $59.2M
|
1.04M
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.69MNew |
$72.4M - $228M
|
2.69M
$74.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
168K+ 197.54% |
$4.52M - $14.3M
|
253K
$6.98M
|