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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-59- 1.32% |
$4.54K - $5.02K
|
4.42K
$126K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.06K+ 0.68% |
$236K - $260K
|
453K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-433- 1.99% |
$33.3K - $36.8K
|
21.3K
$610K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.55K+ 9.04% |
$274K - $302K
|
42.9K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.4KNew |
$185K - $204K
|
2.4K
$68.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
17.9K+ 4.03% |
$1.38M - $1.52M
|
463K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.45K+ 85.19% |
$497K - $548K
|
14K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
209+ 1.98% |
$16.1K - $17.8K
|
10.8K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.39K- 9.24% |
$261K - $288K
|
33.3K
$954K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.01% |
$231 - $255
|
47K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.92KNew |
$302K - $334K
|
3.92K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-767- 5.06% |
$59.1K - $65.2K
|
14.4K
$412K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
351K+ 3.14% |
$27M - $29.8M
|
11.5M
$330M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.79K+ 12.84% |
$138K - $152K
|
15.7K
$451K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
21.7K+ 33.67% |
$1.67M - $1.84M
|
86K
$2.46M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-721- 2.34% |
$55.5K - $61.3K
|
30.1K
$861K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-14.5K- 3.41% |
$1.12M - $1.23M
|
410K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 3.19% |
$143K - $158K
|
59.9K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
430+ 1.73% |
$33.1K - $36.6K
|
25.3K
$724K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-57- 0.84% |
$4.39K - $4.85K
|
6.73K
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
737+ 0.16% |
$56.8K - $62.7K
|
463K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
23+ 0.71% |
$1.77K - $1.96K
|
3.25K
$93K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
225+ 7.36% |
$17.3K - $19.1K
|
3.28K
$94K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.04K+ 5.1% |
$157K - $174K
|
42.1K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-502- 9.05% |
$38.7K - $42.7K
|
5.05K
$145K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.14K- 3.12% |
$87.6K - $96.8K
|
35.4K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-254- 5.09% |
$19.6K - $21.6K
|
4.74K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 9.91% |
$861K - $951K
|
124K
$3.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
50.6KNew |
$3.9M - $4.31M
|
50.6K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
145+ 1.96% |
$11.2K - $12.3K
|
7.54K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
103+ 1.06% |
$7.93K - $8.76K
|
9.82K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
175KNew |
$13.5M - $14.9M
|
175K
$5.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.1K+ 95.13% |
$392K - $433K
|
10.5K
$299K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.03% |
$77 - $85.1
|
3.5K
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.9K- 16.88% |
$7.08M - $7.82M
|
453K
$13M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.1K+ 3.04% |
$624K - $689K
|
274K
$7.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-700- 1.4% |
$53.9K - $59.5K
|
49.4K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30K+ 24.66% |
$2.31M - $2.55M
|
152K
$4.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
427+ 3.97% |
$32.9K - $36.3K
|
11.2K
$320K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
985+ 1.14% |
$75.9K - $83.8K
|
87.2K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.23K+ 139.77% |
$403K - $445K
|
8.98K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-709- 6.52% |
$54.6K - $60.3K
|
10.2K
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.73KNew |
$210K - $232K
|
2.73K
$78K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
5.96K+ 1.49% |
$459K - $507K
|
406K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
391+ 144.81% |
$30.1K - $33.3K
|
661
$18.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
19.3K+ 5.54% |
$1.49M - $1.64M
|
367K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.16K+ 4.17% |
$166K - $184K
|
53.9K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.11K+ 1.85% |
$85.2K - $94.1K
|
60.8K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
18.9K+ 6.7% |
$1.46M - $1.61M
|
302K
$8.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
27+ 0.42% |
$2.08K - $2.3K
|
6.44K
$184K
|