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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
106+ 2.32% |
$8.16K - $9.02K
|
4.68K
$134K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.76K+ 12.34% |
$444K - $490K
|
52.5K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
33.4K+ 15.42% |
$2.57M - $2.84M
|
250K
$7.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
324+ 8.41% |
$25K - $27.6K
|
4.18K
$120K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 2.94% |
$154 - $170
|
70
$2K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.01K- 9.5% |
$232K - $256K
|
28.7K
$821K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.56KNew |
$120K - $132K
|
1.56K
$44.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.23KNew |
$249K - $275K
|
3.23K
$92.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.47KNew |
$190K - $210K
|
2.47K
$70.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
7.23K+ 3.91% |
$557K - $615K
|
192K
$5.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
361+ 0.19% |
$27.8K - $30.7K
|
185K
$5.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.11K- 6.29% |
$85.2K - $94.1K
|
16.5K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.84K+ 6.61% |
$373K - $412K
|
78.1K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.88K+ 50.24% |
$530K - $585K
|
20.6K
$589K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.11K- 88.67% |
$85.6K - $94.5K
|
142
$4.07K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-916- 2.52% |
$70.6K - $77.9K
|
35.4K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
82.1KNew |
$6.33M - $6.99M
|
82.1K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.21K- 9.16% |
$170K - $188K
|
21.9K
$626K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
15.7K+ 10.81% |
$1.21M - $1.33M
|
161K
$4.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-188- 6.76% |
$14.5K - $16K
|
2.59K
$74.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.73K+ 9.96% |
$287K - $317K
|
41.1K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-240- 7.2% |
$18.5K - $20.4K
|
3.1K
$88.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.12K+ 6.02% |
$163K - $180K
|
37.3K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-784- 6.9% |
$60.4K - $66.7K
|
10.6K
$303K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.11K+ 0.89% |
$85.2K - $94.1K
|
125K
$3.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-221- 2.09% |
$17K - $18.8K
|
10.3K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.59K- 1.55% |
$123K - $136K
|
101K
$2.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-787- 1.9% |
$60.6K - $66.9K
|
40.7K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
501+ 0.62% |
$38.6K - $42.6K
|
81K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-8.53K- 6.31% |
$657K - $726K
|
127K
$3.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-180K- 20.83% |
$13.9M - $15.3M
|
685K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
5.53K+ 2.58% |
$426K - $470K
|
219K
$6.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-422- 69.87% |
$32.5K - $35.9K
|
182
$5.21K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.19K+ 32.3% |
$323K - $357K
|
17.2K
$492K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.1K+ 114.16% |
$2.09M - $2.31M
|
50.9K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
494+ 1.17% |
$38K - $42K
|
42.7K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 2.31% |
$134K - $148K
|
73.8K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-683- 19.63% |
$52.6K - $58.1K
|
2.8K
$80.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
77+ 0.17% |
$5.93K - $6.55K
|
45.1K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6.39K+ 6.73% |
$492K - $543K
|
101K
$2.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-864- 18.99% |
$66.5K - $73.5K
|
3.69K
$106K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50.1K- 37.52% |
$3.86M - $4.26M
|
83.5K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.33KNew |
$257K - $283K
|
3.33K
$95.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
252+ 0.57% |
$19.4K - $21.4K
|
44.4K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
522+ 3.11% |
$40.2K - $44.4K
|
17.3K
$496K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19+ 0.53% |
$1.46K - $1.62K
|
3.57K
$102K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
482+ 4.35% |
$37.1K - $41K
|
11.6K
$331K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.36K+ 21.58% |
$104K - $115K
|
7.64K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.81KNew |
$370K - $409K
|
4.81K
$138K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
70+ 1.4% |
$5.39K - $5.95K
|
5.07K
$145K
|