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 |
---|---|---|---|---|---|---|---|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.39K- 2.57% |
$330K - $354K
|
166K
$13.1M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
47.2KNew |
$3.55M - $3.81M
|
47.2K
$3.71M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
774+ 7.52% |
$58.2K - $62.4K
|
11.1K
$870K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.68M+ 401.29% |
$127M - $136M
|
2.1M
$165M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-158- 1.86% |
$11.9K - $12.7K
|
8.33K
$654K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.93KNew |
$446K - $478K
|
5.93K
$466K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.07K- 5.88% |
$683K - $731K
|
145K
$11.4M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
45.5K+ 114.35% |
$3.42M - $3.67M
|
85.3K
$6.7M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
24+ 0.78% |
$1.81K - $1.94K
|
3.1K
$243K
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-896- 6.07% |
$67.4K - $72.2K
|
13.9K
$1.09M
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-3.04K- 27.96% |
$228K - $245K
|
7.82K
$614K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-40- 2.56% |
$3.01K - $3.23K
|
1.52K
$120K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.99% |
$75.3 - $80.6
|
102
$8.01K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
201+ 5.9% |
$15.1K - $16.2K
|
3.61K
$284K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
630+ 4.13% |
$47.4K - $50.8K
|
15.9K
$1.25M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-845- 6.69% |
$63.6K - $68.1K
|
11.8K
$926K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.3K+ 9.93% |
$1M - $1.07M
|
147K
$11.6M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-787- 5.22% |
$59.2K - $63.5K
|
14.3K
$1.12M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.5K+ 26.43% |
$942K - $1.01M
|
59.9K
$4.7M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.7K+ 7372.36% |
$1.1M - $1.18M
|
14.9K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
96.6K+ 7.72% |
$7.27M - $7.79M
|
1.35M
$106M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.35K+ 7.76% |
$327K - $350K
|
60.4K
$4.74M
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$1.93M - $2.07M
|
25.7K
$2.02M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-75- 0.77% |
$5.64K - $6.05K
|
9.64K
$757K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-357- 3.3% |
$26.9K - $28.8K
|
10.5K
$821K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 1.52% |
$194K - $208K
|
167K
$13.1M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
157K+ 7.54% |
$11.8M - $12.7M
|
2.24M
$176M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1- 0.02% |
$75.3 - $80.6
|
6.1K
$480K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.27M+ 231.85% |
$95.6M - $102M
|
1.82M
$143M
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-85- 0.6% |
$6.4K - $6.85K
|
14.1K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-99- 3.22% |
$7.45K - $7.98K
|
2.98K
$234K
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
23.4KNew |
$1.76M - $1.89M
|
23.4K
$1.84M
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.12K- 9.76% |
$83.9K - $89.9K
|
10.3K
$810K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.49KNew |
$112K - $120K
|
1.49K
$117K
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.17K- 9.64% |
$87.7K - $93.9K
|
10.9K
$858K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-542K- 85.3% |
$40.8M - $43.7M
|
93.3K
$7.33M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
11.9K+ 6.13% |
$898K - $962K
|
207K
$16.2M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-521K- 7.88% |
$39.2M - $42M
|
6.09M
$478M
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
12.9K+ 25.16% |
$974K - $1.04M
|
64.4K
$5.06M
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 14.78% |
$135K - $145K
|
10.4K
$816K
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 14.78% |
$135K - $145K
|
10.4K
$816K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.84K- 2.86% |
$590K - $632K
|
266K
$20.9M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.26K+ 27.44% |
$94.9K - $102K
|
5.86K
$460K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03KNew |
$228K - $244K
|
3.03K
$238K
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-1.3K- 11.02% |
$97.8K - $105K
|
10.5K
$825K
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
67.8KNew |
$5.1M - $5.47M
|
67.8K
$5.33M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.21M- 15.34% |
$91M - $97.5M
|
6.68M
$524M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
603+ 37.27% |
$45.4K - $48.6K
|
2.22K
$175K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.05% |
$1.2K - $1.29K
|
32.2K
$2.53M
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
7.17K+ 2.91% |
$540K - $578K
|
254K
$20M
|