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 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
89.2K+ 225.41% |
$2.4M - $7.58M
|
129K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29.6K+ 201.36% |
$796K - $2.51M
|
44.3K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
256KNew |
$6.9M - $21.8M
|
256K
$7.06M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
15.3K+ 28.18% |
$412K - $1.3M
|
69.6K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.12K+ 159.68% |
$246K - $775K
|
14.8K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
309K+ 212.73% |
$8.33M - $26.3M
|
455K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.5KNew |
$686K - $2.16M
|
25.5K
$702K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
407K+ 202.44% |
$11M - $34.6M
|
608K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.55KNew |
$203K - $641K
|
7.55K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.2K+ 211.36% |
$464K - $1.46M
|
25.4K
$700K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
153K+ 210.54% |
$4.12M - $13M
|
226K
$6.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
53.5K+ 204.2% |
$1.44M - $4.54M
|
79.7K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
313K+ 205.52% |
$8.43M - $26.6M
|
466K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
194K+ 233.84% |
$5.23M - $16.5M
|
277K
$7.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
193K+ 198.94% |
$5.2M - $16.4M
|
290K
$8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.35KNew |
$225K - $709K
|
8.35K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.8K+ 164.74% |
$668K - $2.11M
|
39.9K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
180K+ 199.41% |
$4.86M - $15.3M
|
271K
$7.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.05K+ 0.06% |
$55.3K - $174K
|
3.63M
$100M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.91K+ 83.96% |
$186K - $587K
|
15.1K
$417K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
29.8K+ 203.8% |
$803K - $2.53M
|
44.4K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
4.07K+ 200.74% |
$109K - $345K
|
6.09K
$168K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.7K+ 201.18% |
$368K - $1.16M
|
20.5K
$564K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
83K+ 207.64% |
$2.24M - $7.05M
|
123K
$3.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
198K+ 195.3% |
$5.33M - $16.8M
|
299K
$8.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
192K+ 212.59% |
$5.16M - $16.3M
|
282K
$7.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150+ 200.0% |
$4.04K - $12.7K
|
225
$6.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
308K+ 223.2% |
$8.29M - $26.1M
|
445K
$12.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
98.4K+ 225.22% |
$2.65M - $8.36M
|
142K
$3.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.5K+ 250.74% |
$282K - $889K
|
14.6K
$403K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
59.2K+ 203.1% |
$1.59M - $5.03M
|
88.4K
$2.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
368K+ 192.66% |
$9.9M - $31.2M
|
559K
$15.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53KNew |
$1.43M - $4.51M
|
53K
$1.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
62.9K+ 201.26% |
$1.7M - $5.35M
|
94.2K
$2.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.42K+ 94.18% |
$227K - $715K
|
17.4K
$478K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.1K+ 192.23% |
$298K - $941K
|
16.8K
$464K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
141K+ 196.0% |
$3.79M - $12M
|
212K
$5.86M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.41K+ 89.52% |
$38K - $120K
|
2.99K
$82.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56.4K+ 184.34% |
$1.52M - $4.79M
|
87K
$2.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
18.2K+ 201.1% |
$491K - $1.55M
|
27.3K
$752K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.52M+ 195.35% |
$40.9M - $129M
|
2.3M
$63.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
35.6K+ 193.86% |
$958K - $3.02M
|
53.9K
$1.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
13.5K+ 202.32% |
$364K - $1.15M
|
20.2K
$556K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
413K+ 208.94% |
$11.1M - $35.1M
|
610K
$16.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
159K+ 200.25% |
$4.28M - $13.5M
|
238K
$6.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
65.6K+ 206.93% |
$1.77M - $5.57M
|
97.3K
$2.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
29.5K+ 201.58% |
$795K - $2.51M
|
44.2K
$1.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.03M+ 201.14% |
$27.7M - $87.5M
|
1.54M
$42.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
35.8K+ 205.94% |
$965K - $3.04M
|
53.2K
$1.47M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
191K+ 224.58% |
$5.15M - $16.3M
|
276K
$7.62M
|