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 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.46K+ 1.54% |
$112K - $124K
|
96.2K
$2.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-869- 2.7% |
$66.9K - $73.9K
|
31.3K
$895K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.93K+ 11.68% |
$534K - $590K
|
66.3K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.39KNew |
$261K - $288K
|
3.39K
$97K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
115K+ 6.61% |
$8.86M - $9.78M
|
1.86M
$53.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
513+ 7.93% |
$39.5K - $43.6K
|
6.99K
$200K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
43+ 716.67% |
$3.31K - $3.66K
|
49
$1.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
417+ 0.24% |
$32.1K - $35.5K
|
171K
$4.9M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
188+ 1.83% |
$14.5K - $16K
|
10.4K
$299K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.97K+ 2.99% |
$306K - $338K
|
137K
$3.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-803- 2.24% |
$61.8K - $68.3K
|
35.1K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$693 - $766
|
6.54K
$187K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.93K- 5.88% |
$380K - $420K
|
79K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.97KNew |
$614K - $678K
|
7.97K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
6.05K+ 6.1% |
$466K - $514K
|
105K
$3.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25.6K+ 9.41% |
$1.97M - $2.18M
|
298K
$8.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-760- 4.2% |
$58.5K - $64.6K
|
17.3K
$496K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.74KNew |
$211K - $233K
|
2.74K
$78.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.01K+ 2.93% |
$77.6K - $85.7K
|
35.4K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-312- 1.4% |
$24K - $26.5K
|
21.9K
$627K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110K+ 8.65% |
$8.44M - $9.32M
|
1.38M
$39.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.3K+ 2.73% |
$1.26M - $1.39M
|
614K
$17.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.45K+ 5.5% |
$420K - $463K
|
104K
$2.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.83K- 1.92% |
$372K - $411K
|
247K
$7.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
433+ 3.95% |
$33.3K - $36.8K
|
11.4K
$326K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-224- 3.75% |
$17.3K - $19.1K
|
5.75K
$165K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10K- 3.4% |
$771K - $852K
|
285K
$8.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
97+ 0.36% |
$7.47K - $8.25K
|
26.8K
$767K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.2K+ 19.6% |
$92.7K - $102K
|
7.35K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-128- 1.37% |
$9.86K - $10.9K
|
9.19K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
473+ 10.6% |
$36.4K - $40.2K
|
4.94K
$141K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
449+ 0.65% |
$34.6K - $38.2K
|
69.2K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
6.43K+ 70.96% |
$495K - $547K
|
15.5K
$443K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 6.49% |
$79.2K - $87.4K
|
16.9K
$483K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
331+ 45.78% |
$25.5K - $28.2K
|
1.05K
$30.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
542+ 0.33% |
$41.7K - $46.1K
|
162K
$4.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.13KNew |
$241K - $266K
|
3.13K
$89.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.98K- 6.01% |
$152K - $168K
|
30.9K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
450New |
$34.7K - $38.3K
|
450
$12.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
11.3K+ 2.17% |
$872K - $963K
|
533K
$15.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.7K+ 3.32% |
$131K - $145K
|
52.8K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
611+ 15.59% |
$47.1K - $52K
|
4.53K
$130K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
834+ 1.3% |
$64.2K - $70.9K
|
65K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.55K+ 16.46% |
$351K - $387K
|
32.2K
$922K
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-909- 5.06% |
$70K - $77.3K
|
17.1K
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$1.77K - $1.96K
|
65.4K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.43K+ 31.57% |
$418K - $462K
|
22.6K
$648K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-24K- 12.3% |
$1.84M - $2.04M
|
171K
$4.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
160K+ 222.1% |
$12.3M - $13.6M
|
232K
$6.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-25K- 23.81% |
$1.93M - $2.13M
|
80K
$2.29M
|