Latest Institutional Purchases of Schwab Strategic Tr Us Dividen (SCHD)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Dividen (SCHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
215K+ 42.67% |
$16.6M - $18.3M
|
720K
$19.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
164K+ 213.31% |
$12.6M - $13.9M
|
241K
$6.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
160K+ 222.1% |
$12.3M - $13.6M
|
232K
$6.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
147K+ 74.66% |
$11.3M - $12.5M
|
344K
$9.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143KNew |
$11M - $12.2M
|
143K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
134K+ 371.27% |
$10.4M - $11.4M
|
171K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
134K+ 6.12% |
$10.3M - $11.4M
|
2.32M
$63.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
134K+ 212.21% |
$10.3M - $11.4M
|
196K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
131K+ 2.62% |
$10.1M - $11.2M
|
5.14M
$142M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
123K+ 6.81% |
$9.47M - $10.5M
|
1.93M
$53.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
114KNew |
$8.74M - $9.66M
|
114K
$3.13M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 7.17% |
$8.08M - $8.92M
|
1.57M
$43.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
105KNew |
$8.05M - $8.89M
|
105K
$2.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104K+ 4.88% |
$8.02M - $8.85M
|
2.24M
$61.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.5K+ 5.87% |
$7.36M - $8.12M
|
1.72M
$47.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
91.1K+ 982.19% |
$7.01M - $7.75M
|
100K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
88.1K+ 1468366.62% |
$6.79M - $7.49M
|
88.1K
$2.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
82.1KNew |
$6.33M - $6.99M
|
82.1K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
81.8KNew |
$6.3M - $6.96M
|
81.8K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
69.2K+ 155.57% |
$5.33M - $5.89M
|
114K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
68.2KNew |
$5.25M - $5.8M
|
68.2K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.9K+ 2.4% |
$5.15M - $5.69M
|
2.86M
$78.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
64.3K+ 171.21% |
$4.95M - $5.47M
|
102K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
59.7K+ 160.68% |
$4.6M - $5.08M
|
96.9K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
54.6K+ 70.45% |
$4.2M - $4.64M
|
132K
$3.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
50.6KNew |
$3.9M - $4.31M
|
50.6K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50.5KNew |
$3.89M - $4.3M
|
50.5K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.9K+ 4.4% |
$3.84M - $4.24M
|
1.18M
$32.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
48.1K+ 49.65% |
$3.7M - $4.09M
|
145K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
44.4K+ 28.03% |
$3.42M - $3.78M
|
203K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
44.3KNew |
$3.41M - $3.77M
|
44.3K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
42.5K+ 5.36% |
$3.27M - $3.61M
|
835K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.8K+ 25.94% |
$3.22M - $3.56M
|
203K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.3K+ 9.38% |
$3.1M - $3.43M
|
470K
$12.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.6K+ 0.68% |
$3.05M - $3.37M
|
5.89M
$162M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.3K+ 173.22% |
$2.72M - $3M
|
55.7K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 9.73% |
$2.69M - $2.97M
|
394K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33.4K+ 2063.8% |
$2.57M - $2.84M
|
35K
$965K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.3K+ 49.78% |
$2.56M - $2.83M
|
100K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
31.5K+ 64.51% |
$2.43M - $2.68M
|
80.4K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29.7K+ 12.97% |
$2.29M - $2.53M
|
259K
$7.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
26.3K+ 10.27% |
$2.03M - $2.24M
|
282K
$7.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
26.1K+ 2.21% |
$2.01M - $2.22M
|
1.21M
$33.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25.7K+ 49.17% |
$1.98M - $2.19M
|
78.1K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25.6K+ 9.41% |
$1.97M - $2.18M
|
298K
$8.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25.4K+ 148.1% |
$1.95M - $2.16M
|
42.5K
$1.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.5K+ 1.86% |
$1.89M - $2.08M
|
1.34M
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.2KNew |
$1.71M - $1.89M
|
22.2K
$613K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.6K+ 4.45% |
$1.66M - $1.84M
|
507K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.5K+ 4.85% |
$1.66M - $1.83M
|
466K
$12.8M
|