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 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.38K+ 174.22% |
$414K - $458K
|
8.47K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-102K- 26.53% |
$7.89M - $8.72M
|
284K
$8.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
246+ 2.92% |
$18.9K - $20.9K
|
8.67K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
354+ 1.97% |
$27.3K - $30.1K
|
18.3K
$525K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.93K- 2.03% |
$534K - $589K
|
334K
$9.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-495- 2.68% |
$38.1K - $42.1K
|
18K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-121- 3.78% |
$9.32K - $10.3K
|
3.08K
$88.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-624- 5.82% |
$48.1K - $53.1K
|
10.1K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 12.89% |
$96.8K - $107K
|
8.49K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.95KNew |
$227K - $251K
|
2.95K
$84.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
103+ 2.38% |
$7.93K - $8.76K
|
4.42K
$127K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
84.5K+ 217.7% |
$6.51M - $7.19M
|
123K
$3.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$231 - $255
|
10.1K
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
27+ 0.03% |
$2.08K - $2.3K
|
82.8K
$2.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.27K+ 11.02% |
$97.6K - $108K
|
12.8K
$365K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
53+ 1.95% |
$4.08K - $4.51K
|
2.77K
$79.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-412- 1.94% |
$31.7K - $35K
|
20.8K
$596K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-874- 2.47% |
$67.3K - $74.3K
|
34.5K
$986K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
498+ 9.68% |
$38.4K - $42.4K
|
5.64K
$161K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
479+ 997.92% |
$36.9K - $40.7K
|
527
$15.1K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 4.81% |
$345K - $380K
|
88.6K
$2.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-26- 0.99% |
$2K - $2.21K
|
2.61K
$74.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-710- 2.73% |
$54.7K - $60.4K
|
25.3K
$725K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
15.6K+ 19.73% |
$1.2M - $1.33M
|
94.6K
$2.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-365- 85.88% |
$28.1K - $31K
|
60
$1.72K
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
155KNew |
$12M - $13.2M
|
155K
$4.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
731+ 3.26% |
$56.3K - $62.2K
|
23.2K
$663K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.01K+ 107.42% |
$232K - $256K
|
5.82K
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-449- 1.85% |
$34.6K - $38.2K
|
23.8K
$681K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
394+ 1.9% |
$30.3K - $33.5K
|
21.1K
$604K
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-57.2K- 13.31% |
$4.41M - $4.87M
|
373K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
92+ 0.5% |
$7.09K - $7.83K
|
18.5K
$528K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.27K+ 3.91% |
$98K - $108K
|
33.8K
$967K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-785- 22.79% |
$60.5K - $66.8K
|
2.66K
$76.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-25Closed |
$1.93K - $2.13K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-38- 0.6% |
$2.93K - $3.23K
|
6.27K
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
273+ 1.85% |
$21K - $23.2K
|
15K
$430K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$72.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-41.6K- 11.48% |
$3.2M - $3.54M
|
320K
$9.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
772+ 5.28% |
$59.5K - $65.7K
|
15.4K
$441K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.44K- 23.66% |
$342K - $377K
|
14.3K
$410K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
64.6KNew |
$4.98M - $5.49M
|
64.6K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.1K+ 9.13% |
$161K - $178K
|
25.1K
$718K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.12K- 2.7% |
$86.1K - $95.1K
|
40.4K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-647- 13.73% |
$49.8K - $55K
|
4.07K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
142+ 3.13% |
$10.9K - $12.1K
|
4.68K
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104K+ 4.88% |
$8.02M - $8.85M
|
2.24M
$64M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13+ 1.22% |
$1K - $1.11K
|
1.08K
$30.9K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.49K+ 2.55% |
$192K - $212K
|
100K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.04K+ 8.31% |
$80.4K - $88.8K
|
13.6K
$389K
|