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 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
132+ 1.3% |
$10.2K - $11.2K
|
10.3K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.6K+ 4.79% |
$1.58M - $1.75M
|
450K
$12.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 22.12% |
$3.85K - $4.25K
|
176
$5.04K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-767- 33.61% |
$59.1K - $65.2K
|
1.52K
$43.4K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-158- 96.93% |
$12.2K - $13.4K
|
5
$143
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
146+ 2.05% |
$11.2K - $12.4K
|
7.28K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-622- 10.78% |
$47.9K - $52.9K
|
5.15K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.39KNew |
$261K - $288K
|
3.39K
$97.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.17K+ 1.08% |
$321K - $354K
|
391K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-8.09K- 3.3% |
$623K - $688K
|
237K
$6.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.95K- 8.09% |
$227K - $251K
|
33.5K
$958K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
252+ 0.44% |
$19.4K - $21.4K
|
57.5K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.74K- 7.63% |
$211K - $233K
|
33.2K
$951K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
14.6KNew |
$1.12M - $1.24M
|
14.6K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.42KNew |
$186K - $206K
|
2.42K
$69.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
52+ 1.97% |
$4.01K - $4.42K
|
2.69K
$77K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
276+ 1.66% |
$21.3K - $23.5K
|
16.9K
$483K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.09K+ 5.42% |
$161K - $177K
|
40.6K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
305+ 4.48% |
$23.5K - $25.9K
|
7.12K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
371New |
$28.6K - $31.6K
|
371
$10.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.02K+ 2.21% |
$78.7K - $86.9K
|
47.3K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
5.84K+ 7.45% |
$450K - $497K
|
84.2K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
481+ 4.16% |
$37K - $40.9K
|
12K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.25K- 7.63% |
$712K - $787K
|
112K
$3.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39.1K+ 4.86% |
$3.01M - $3.32M
|
843K
$24.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
20.5K+ 5.68% |
$1.58M - $1.74M
|
381K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-291- 5.03% |
$22.4K - $24.8K
|
5.49K
$157K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-58- 0.37% |
$4.47K - $4.93K
|
15.4K
$442K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
809+ 10.57% |
$62.3K - $68.8K
|
8.46K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13.2K- 6.13% |
$1.02M - $1.13M
|
203K
$5.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.11K- 6.25% |
$85.6K - $94.5K
|
16.7K
$477K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.51% |
$231 - $255
|
595
$17K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3K+ 150.0% |
$231K - $255K
|
5K
$143K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.56K+ 1.04% |
$120K - $133K
|
152K
$4.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
429+ 1.41% |
$33K - $36.5K
|
30.8K
$881K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17K+ 31.97% |
$1.31M - $1.45M
|
70.2K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.2K- 23.52% |
$169K - $187K
|
7.14K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3.97K- 93.41% |
$306K - $338K
|
280
$8.02K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 0.33% |
$3.85K - $4.25K
|
15.4K
$440K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-455- 3.01% |
$35K - $38.7K
|
14.6K
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.63K+ 2.64% |
$357K - $394K
|
180K
$5.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
31.5KNew |
$2.43M - $2.68M
|
31.5K
$902K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
3.16K+ 40.89% |
$244K - $269K
|
10.9K
$312K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-135- 0.04% |
$10.4K - $11.5K
|
328K
$9.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
159+ 1.82% |
$12.2K - $13.5K
|
8.88K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-324- 17.12% |
$25K - $27.6K
|
1.57K
$44.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-290- 0.31% |
$22.3K - $24.7K
|
94.5K
$2.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
432+ 0.07% |
$33.3K - $36.7K
|
587K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.59K+ 5.01% |
$507K - $560K
|
138K
$3.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.08K+ 3.83% |
$160K - $177K
|
56.5K
$1.62M
|