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
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
58.1K+ 180.3% |
$1.56M - $4.93M
|
90.3K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.88K+ 201.69% |
$212K - $669K
|
11.8K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
6.66K+ 200.0% |
$179K - $566K
|
9.99K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.81K+ 182.22% |
$103K - $324K
|
5.9K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
166K+ 130.39% |
$4.46M - $14.1M
|
293K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
7.77KNew |
$209K - $660K
|
7.77K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
25.3K+ 201.54% |
$681K - $2.15M
|
37.8K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
648K+ 217.61% |
$17.4M - $55M
|
946K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5.69K+ 200.28% |
$153K - $484K
|
8.54K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-338- 12.39% |
$9.1K - $28.7K
|
2.39K
$65.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
231KNew |
$6.23M - $19.6M
|
231K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
133KNew |
$3.58M - $11.3M
|
133K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.88KNew |
$50.5K - $159K
|
1.88K
$51.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
155KNew |
$4.17M - $13.1M
|
155K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
51.3KNew |
$1.38M - $4.36M
|
51.3K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
67.4K+ 229.28% |
$1.82M - $5.73M
|
96.8K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
7.99KNew |
$215K - $678K
|
7.99K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
580K+ 189.96% |
$15.6M - $49.3M
|
885K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
87.8K+ 208.83% |
$2.36M - $7.46M
|
130K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.17K+ 120.62% |
$193K - $609K
|
13.1K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
256K+ 169.29% |
$6.9M - $21.8M
|
408K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.33M+ 1021.06% |
$35.8M - $113M
|
1.46M
$40.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.54K+ 2.72% |
$176K - $555K
|
247K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
142K+ 498.18% |
$3.82M - $12.1M
|
171K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
30.7KNew |
$827K - $2.61M
|
30.7K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
31.7K+ 200.54% |
$854K - $2.69M
|
47.5K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
159K+ 222.9% |
$4.27M - $13.5M
|
230K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
14.6K+ 201.05% |
$393K - $1.24M
|
21.9K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.63K+ 189.86% |
$179K - $563K
|
10.1K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
12.8K+ 208.83% |
$346K - $1.09M
|
19K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.1K+ 161.53% |
$326K - $1.03M
|
19.6K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.61K+ 159.41% |
$43.4K - $137K
|
2.62K
$72.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
45.2KNew |
$1.22M - $3.84M
|
45.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
101KNew |
$2.72M - $8.59M
|
101K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
48.4KNew |
$1.3M - $4.11M
|
48.4K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.19KNew |
$85.9K - $271K
|
3.19K
$87.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16.6K+ 268.31% |
$446K - $1.41M
|
22.7K
$627K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15.2K+ 200.0% |
$410K - $1.29M
|
22.8K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
114K+ 234.75% |
$3.08M - $9.7M
|
163K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70.6K+ 208.52% |
$1.9M - $6M
|
105K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
58K+ 223.22% |
$1.56M - $4.93M
|
84K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.86K+ 238.82% |
$158K - $498K
|
8.32K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
52.5K+ 185.42% |
$1.41M - $4.46M
|
80.8K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
12.2K+ 200.33% |
$328K - $1.04M
|
18.3K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
165KNew |
$4.45M - $14M
|
165K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
9.1K+ 362.37% |
$245K - $773K
|
11.6K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.99K+ 208.66% |
$242K - $764K
|
13.3K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
650+ 200.0% |
$17.5K - $55.2K
|
975
$26.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
72.2K+ 200.0% |
$1.94M - $6.14M
|
108K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45M+ 375.98% |
$120M - $378M
|
5.64M
$155M
|