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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
7.73K+ 113.1% |
$208K - $657K
|
14.6K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16.5K+ 210.73% |
$445K - $1.4M
|
24.4K
$678K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.2K+ 1.34% |
$329K - $1.04M
|
925K
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
115K+ 218.18% |
$3.1M - $9.79M
|
168K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.19KNew |
$32.1K - $101K
|
1.19K
$33.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
30.8K+ 180.64% |
$830K - $2.62M
|
47.9K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
243K+ 191.92% |
$6.55M - $20.6M
|
370K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.39M+ 207.14% |
$64.4M - $203M
|
3.54M
$98.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.45K+ 202.79% |
$147K - $463K
|
8.14K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37K+ 181.69% |
$996K - $3.14M
|
57.3K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36M+ 209.7% |
$63.6M - $201M
|
3.49M
$97M
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
6.34K+ 136.09% |
$171K - $538K
|
11K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
912K+ 201.37% |
$24.6M - $77.5M
|
1.36M
$38M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11.4K+ 197.83% |
$307K - $967K
|
17.1K
$477K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2K+ 201.01% |
$32.2K - $102K
|
1.79K
$49.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
722K+ 208.43% |
$19.4M - $61.3M
|
1.07M
$29.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
768+ 200.0% |
$20.7K - $65.2K
|
1.15K
$32.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31.2K+ 201.32% |
$839K - $2.65M
|
46.7K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
813K+ 198.16% |
$21.9M - $69.1M
|
1.22M
$34.1M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
127+ 204.84% |
$3.42K - $10.8K
|
189
$5.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
16.7K+ 200.0% |
$450K - $1.42M
|
25K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
47.6K+ 212.08% |
$1.28M - $4.04M
|
70K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
88.1K+ 237.74% |
$2.37M - $7.48M
|
125K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
19.1K+ 123.58% |
$514K - $1.62M
|
34.5K
$961K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
62.6K+ 296.91% |
$1.69M - $5.32M
|
83.7K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.92K+ 39.23% |
$186K - $588K
|
24.6K
$683K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
17.9K+ 200.0% |
$481K - $1.52M
|
26.8K
$746K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.11K+ 200.06% |
$83.8K - $264K
|
4.67K
$130K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
978K+ 204.77% |
$26.3M - $83M
|
1.45M
$40.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
6.23K+ 197.53% |
$168K - $529K
|
9.38K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.2K+ 200.0% |
$194K - $612K
|
10.8K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
747New |
$20.1K - $63.5K
|
747
$20.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.1K+ 194.83% |
$379K - $1.19M
|
21.3K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
407K+ 197.04% |
$11M - $34.6M
|
614K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34.3K+ 197.96% |
$923K - $2.91M
|
51.6K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
281K+ 198.86% |
$7.56M - $23.9M
|
422K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
25.5K+ 346.84% |
$686K - $2.17M
|
32.8K
$914K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
30.6K+ 232.87% |
$824K - $2.6M
|
43.8K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.58K+ 4.52% |
$150K - $474K
|
129K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58.9K+ 487.0% |
$1.59M - $5M
|
70.9K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.7K+ 73.37% |
$261K - $824K
|
22.9K
$638K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
329K+ 211.5% |
$8.85M - $27.9M
|
484K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
8.22K+ 200.0% |
$221K - $699K
|
12.3K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
29.3K+ 177.95% |
$790K - $2.49M
|
45.8K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.71KNew |
$208K - $655K
|
7.71K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.1K+ 287.93% |
$299K - $942K
|
14.9K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
14.6K+ 199.99% |
$392K - $1.24M
|
21.8K
$608K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152K+ 75.03% |
$4.1M - $12.9M
|
355K
$9.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
39.4K+ 214.8% |
$1.06M - $3.34M
|
57.7K
$1.61M
|