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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.22KNew |
$86.6K - $273K
|
3.22K
$88.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
24.6K+ 211.81% |
$661K - $2.09M
|
36.1K
$996K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
341KNew |
$9.18M - $29M
|
341K
$9.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
158K+ 218.45% |
$4.25M - $13.4M
|
230K
$6.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
246K+ 196.89% |
$6.64M - $20.9M
|
372K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
316K+ 277.58% |
$8.52M - $26.9M
|
430K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
344K+ 264.2% |
$9.27M - $29.2M
|
474K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
540+ 200.0% |
$14.5K - $45.9K
|
810
$22.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71.7K+ 185.67% |
$1.93M - $6.09M
|
110K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
110K+ 299.85% |
$2.97M - $9.38M
|
147K
$4.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
4.76KNew |
$128K - $404K
|
4.76K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1.2K+ 200.0% |
$32.3K - $102K
|
1.8K
$49.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
48.5K+ 196.26% |
$1.31M - $4.12M
|
73.3K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
140K+ 213.5% |
$3.76M - $11.9M
|
205K
$5.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
387K+ 221.68% |
$10.4M - $32.9M
|
561K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
67.6K+ 288.59% |
$1.82M - $5.74M
|
91K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50.1K+ 199.03% |
$1.35M - $4.26M
|
75.3K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
90.3K+ 155.11% |
$2.43M - $7.67M
|
148K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
181K+ 205.85% |
$4.87M - $15.4M
|
269K
$7.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
3.51M+ 188.65% |
$94.4M - $298M
|
5.37M
$148M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
15.3K+ 200.0% |
$413K - $1.3M
|
23K
$634K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.11K+ 205.41% |
$83.8K - $264K
|
4.63K
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
1.13K+ 200.0% |
$30.5K - $96.2K
|
1.7K
$46.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
391K+ 198.0% |
$10.5M - $33.2M
|
589K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
6.22K+ 201.85% |
$167K - $528K
|
9.3K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5K+ 142.86% |
$135K - $425K
|
8.5K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
8.76K+ 202.8% |
$236K - $744K
|
13.1K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
10.2K+ 196.4% |
$276K - $871K
|
15.5K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
98.2K+ 119.58% |
$2.64M - $8.34M
|
180K
$4.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 200.74% |
$327K - $1.03M
|
18.2K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17K+ 207.73% |
$459K - $1.45M
|
25.2K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.65K+ 1.97% |
$98.2K - $310K
|
189K
$5.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.29K+ 175.89% |
$196K - $619K
|
11.4K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9.08K+ 200.0% |
$245K - $772K
|
13.6K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
821K+ 215.39% |
$22.1M - $69.7M
|
1.2M
$33.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
36.4K+ 239.59% |
$980K - $3.09M
|
51.6K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
285KNew |
$7.68M - $24.2M
|
285K
$7.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.09KNew |
$245K - $772K
|
9.09K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
62.1K+ 190.36% |
$1.67M - $5.28M
|
94.7K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
543K+ 226.33% |
$14.6M - $46.1M
|
783K
$21.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
12.6KNew |
$340K - $1.07M
|
12.6K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
218New |
$5.87K - $18.5K
|
218
$6.01K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.4KNew |
$684K - $2.16M
|
25.4K
$700K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
16.3K+ 196.39% |
$440K - $1.39M
|
24.6K
$679K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.49K+ 612.76% |
$40.1K - $126K
|
1.73K
$47.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
112K+ 206.3% |
$3.01M - $9.48M
|
166K
$4.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
210K+ 134.22% |
$5.65M - $17.8M
|
366K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
356K+ 195.17% |
$9.58M - $30.2M
|
538K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
23.5K+ 200.49% |
$633K - $2M
|
35.2K
$971K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
45KNew |
$1.21M - $3.82M
|
45K
$1.24M
|