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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
188New |
$14.5K - $16K
|
188
$5.09K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.1K- 2.4% |
$84.7K - $93.6K
|
44.8K
$1.21M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.62K+ 13.18% |
$279K - $308K
|
31.1K
$842K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.35KNew |
$258K - $285K
|
3.35K
$90.8K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.84K- 98.36% |
$296K - $326K
|
64
$1.73K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8.89K- 8.89% |
$685K - $756K
|
91.1K
$2.47M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.02K+ 18.28% |
$309K - $342K
|
26K
$703K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-58.9K- 5.64% |
$4.54M - $5.01M
|
986K
$26.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-258- 3.78% |
$19.9K - $21.9K
|
6.57K
$178K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-32.3K- 30.9% |
$2.49M - $2.75M
|
72.2K
$1.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
913KNew |
$70.3M - $77.6M
|
913K
$24.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
4.85KNew |
$374K - $413K
|
4.85K
$131K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$7.7K - $8.51K
|
100
$2.71K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.92KNew |
$148K - $164K
|
1.92K
$52.1K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
50New |
$3.85K - $4.25K
|
50
$1.35K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
74.7KNew |
$5.75M - $6.35M
|
74.7K
$2.02M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
428+ 1.12% |
$33K - $36.4K
|
38.5K
$1.04M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
246+ 1.51% |
$18.9K - $20.9K
|
16.6K
$448K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.7K+ 39.91% |
$131K - $144K
|
5.94K
$161K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-351- 3.64% |
$27K - $29.9K
|
9.3K
$252K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-70- 2.51% |
$5.39K - $5.95K
|
2.72K
$73.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-400- 14.33% |
$30.8K - $34K
|
2.39K
$64.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-213- 0.43% |
$16.4K - $18.1K
|
49.3K
$1.34M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.41K+ 2.05% |
$186K - $205K
|
120K
$3.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-43.8K- 12.46% |
$3.38M - $3.73M
|
308K
$8.34M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
809New |
$62.3K - $68.8K
|
809
$21.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.88K+ 2.25% |
$453K - $500K
|
267K
$7.23M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-46.5K- 52.64% |
$3.58M - $3.95M
|
41.8K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
120+ 0.27% |
$9.24K - $10.2K
|
44.9K
$1.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.5K+ 5.87% |
$7.36M - $8.12M
|
1.72M
$46.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
115+ 0.5% |
$8.86K - $9.78K
|
23.1K
$626K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.49K+ 35.22% |
$346K - $382K
|
17.3K
$467K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-187- 5.36% |
$14.4K - $15.9K
|
3.3K
$89.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.01K+ 281.68% |
$155K - $171K
|
2.73K
$73.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
164K+ 213.31% |
$12.6M - $13.9M
|
241K
$6.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.3K+ 49.78% |
$2.56M - $2.83M
|
100K
$2.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.47K+ 4.09% |
$113K - $125K
|
37.4K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5.32KNew |
$410K - $452K
|
5.32K
$144K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
399New |
$30.7K - $33.9K
|
399
$10.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.95KNew |
$227K - $251K
|
2.95K
$79.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
60+ 1.94% |
$4.62K - $5.1K
|
3.16K
$85.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.7K- 3.61% |
$362K - $400K
|
125K
$3.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4.61K+ 1.53% |
$355K - $392K
|
305K
$8.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4.29K+ 11.35% |
$330K - $365K
|
42.1K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-25- 0.94% |
$1.93K - $2.13K
|
2.64K
$71.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
639+ 5.78% |
$49.2K - $54.4K
|
11.7K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-68.3K- 99.77% |
$5.26M - $5.81M
|
158
$4.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-718- 1.04% |
$55.3K - $61.1K
|
68.2K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-97.8K- 27.68% |
$7.53M - $8.32M
|
255K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
69.2K+ 155.57% |
$5.33M - $5.89M
|
114K
$3.08M
|