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 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
31+ 0.68% |
$2.39K - $2.64K
|
4.6K
$132K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.3K+ 3.67% |
$331K - $366K
|
122K
$3.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-340- 7.17% |
$26.2K - $28.9K
|
4.4K
$126K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 3.59% |
$616 - $680
|
215
$6.16K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
214+ 3.89% |
$16.5K - $18.2K
|
5.72K
$164K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.92K+ 3.34% |
$379K - $418K
|
152K
$4.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.57K+ 97.6% |
$198K - $218K
|
5.2K
$149K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.11% |
$77 - $85.1
|
91
$2.61K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-809- 1.31% |
$62.3K - $68.8K
|
61K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
377+ 2.14% |
$29K - $32.1K
|
18K
$515K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.14K- 1.89% |
$165K - $182K
|
111K
$3.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-4.01K- 40.58% |
$309K - $341K
|
5.87K
$168K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.6K+ 5.87% |
$585K - $646K
|
137K
$3.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
473+ 16.01% |
$36.4K - $40.2K
|
3.43K
$98.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
27+ 0.72% |
$2.08K - $2.3K
|
3.77K
$108K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.09K- 3.16% |
$84.2K - $93K
|
33.5K
$958K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
489+ 1.24% |
$37.7K - $41.6K
|
39.9K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-14.2K- 3.39% |
$1.1M - $1.21M
|
405K
$11.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6.49K+ 2.07% |
$500K - $552K
|
321K
$9.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.36K+ 1.49% |
$336K - $371K
|
297K
$8.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
300New |
$23.1K - $25.5K
|
300
$8.59K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 2.28% |
$136K - $150K
|
79.2K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.78K+ 4.25% |
$214K - $236K
|
68.1K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.23K- 4.36% |
$94.9K - $105K
|
27.1K
$775K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.71K- 4.83% |
$209K - $231K
|
53.5K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
16K+ 5.49% |
$1.23M - $1.36M
|
306K
$8.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-31- 0.47% |
$2.39K - $2.64K
|
6.6K
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
75.8K+ 213.17% |
$5.84M - $6.44M
|
111K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.38KNew |
$261K - $288K
|
3.38K
$96.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
698+ 2.24% |
$53.8K - $59.4K
|
31.8K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.45K- 0.12% |
$112K - $124K
|
1.24M
$35.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.6K+ 3.66% |
$662K - $732K
|
244K
$6.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
6.6KNew |
$508K - $561K
|
6.6K
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-753- 1.12% |
$58K - $64.1K
|
66.5K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-3.57K- 52.59% |
$275K - $303K
|
3.22K
$92.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.26K- 51.91% |
$174K - $192K
|
2.09K
$59.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-399- 9.39% |
$30.7K - $33.9K
|
3.85K
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-40.4K- 41.78% |
$3.11M - $3.44M
|
56.3K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.81K+ 5.9% |
$448K - $494K
|
104K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-20.3K- 40.38% |
$1.56M - $1.73M
|
29.9K
$857K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-540- 17.72% |
$41.6K - $45.9K
|
2.51K
$71.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
19.7K+ 11.26% |
$1.51M - $1.67M
|
194K
$5.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-652- 0.52% |
$50.2K - $55.5K
|
125K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
26.3K+ 10.27% |
$2.03M - $2.24M
|
282K
$8.09M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
10.9KNew |
$836K - $924K
|
10.9K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
23.1K+ 23.14% |
$1.78M - $1.97M
|
123K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.46K- 8.79% |
$651K - $719K
|
87.7K
$2.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
138+ 1.04% |
$10.6K - $11.7K
|
13.5K
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
52+ 0.91% |
$4.01K - $4.42K
|
5.78K
$165K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10.4KNew |
$798K - $881K
|
10.4K
$297K
|