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 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5.27K+ 300.46% |
$406K - $448K
|
7.02K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
312K+ 5.16% |
$24M - $26.5M
|
6.36M
$182M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-8.84K- 22.5% |
$681K - $752K
|
30.4K
$871K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
48.8K+ 329.19% |
$3.76M - $4.15M
|
63.6K
$1.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.8K+ 26.18% |
$293K - $323K
|
18.3K
$525K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.6K+ 7.19% |
$355K - $392K
|
68.6K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
123K+ 156.59% |
$9.51M - $10.5M
|
202K
$5.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4.44K- 8.76% |
$342K - $377K
|
46.2K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-245K- 90.68% |
$18.9M - $20.8M
|
25.2K
$721K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.54K - $1.7K
|
20
$573
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 6.59% |
$331K - $366K
|
61K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.01K+ 11.6% |
$155K - $171K
|
19.4K
$554K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
54.6K+ 70.45% |
$4.2M - $4.64M
|
132K
$3.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.34K+ 5.88% |
$335K - $370K
|
78.2K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-139- 1.09% |
$10.7K - $11.8K
|
12.6K
$360K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-182- 0.65% |
$14K - $15.5K
|
27.9K
$799K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
991+ 0.98% |
$76.3K - $84.3K
|
102K
$2.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9.01K+ 91.53% |
$694K - $766K
|
18.8K
$540K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.6K+ 4.45% |
$1.66M - $1.84M
|
507K
$14.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-582- 3.14% |
$44.8K - $49.5K
|
18K
$514K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.7K+ 12.42% |
$1.14M - $1.25M
|
134K
$3.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.42K+ 2.41% |
$109K - $121K
|
60.2K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-713- 6.4% |
$54.9K - $60.6K
|
10.4K
$298K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.54K+ 8.91% |
$196K - $216K
|
31.1K
$890K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-183K- 42.12% |
$14.1M - $15.6M
|
251K
$7.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
23.2K+ 217.08% |
$1.79M - $1.98M
|
34K
$972K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.23K- 5.52% |
$172K - $190K
|
38.2K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 12.57% |
$83.2K - $91.9K
|
9.67K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-26.7K- 8.53% |
$2.06M - $2.27M
|
286K
$8.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.11K+ 33.51% |
$393K - $434K
|
20.3K
$583K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.72K- 25.13% |
$441K - $487K
|
17K
$488K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11.4K+ 2.54% |
$879K - $971K
|
461K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-607- 13.4% |
$46.8K - $51.6K
|
3.92K
$112K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
383K+ 164.44% |
$29.5M - $32.6M
|
616K
$17.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-393- 3.65% |
$30.3K - $33.4K
|
10.4K
$297K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.67K- 6.29% |
$129K - $142K
|
24.9K
$714K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.3K- 25.94% |
$793K - $876K
|
29.4K
$842K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.56K- 7.34% |
$120K - $132K
|
19.6K
$562K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
2.39KNew |
$184K - $203K
|
2.39K
$68.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
10.4K+ 47.38% |
$802K - $885K
|
32.4K
$927K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.5KNew |
$193K - $213K
|
2.5K
$71.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
970+ 10.45% |
$74.7K - $82.5K
|
10.3K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.86K+ 224.61% |
$143K - $158K
|
2.69K
$77K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 26.11% |
$1.2M - $1.32M
|
75.1K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
76+ 1.66% |
$5.85K - $6.46K
|
4.64K
$133K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
35+ 0.54% |
$2.7K - $2.98K
|
6.54K
$187K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
743+ 0.34% |
$57.2K - $63.2K
|
222K
$6.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
11.1K+ 222.28% |
$851K - $940K
|
16K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
111+ 1.15% |
$8.55K - $9.44K
|
9.77K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
450+ 2.35% |
$34.7K - $38.3K
|
19.6K
$560K
|