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 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
900New |
$69.3K - $76.6K
|
900
$24.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-544- 1.08% |
$41.9K - $46.3K
|
49.6K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-325- 3.3% |
$25K - $27.6K
|
9.53K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.02K- 28.77% |
$78.2K - $86.3K
|
2.51K
$69.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
123K+ 6.81% |
$9.47M - $10.5M
|
1.93M
$53.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.5K+ 4.85% |
$1.66M - $1.83M
|
466K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75+ 2.84% |
$5.78K - $6.38K
|
2.72K
$74.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.4K+ 738.1% |
$107K - $119K
|
1.58K
$43.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-92- 1.17% |
$7.09K - $7.83K
|
7.78K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
134K+ 212.21% |
$10.3M - $11.4M
|
196K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8.35K- 12.71% |
$643K - $711K
|
57.4K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
131K+ 2.62% |
$10.1M - $11.2M
|
5.14M
$142M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.8K+ 57.75% |
$833K - $919K
|
29.5K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 3.02% |
$279K - $308K
|
123K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.18K- 4.4% |
$168K - $186K
|
47.5K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.8K+ 25.94% |
$3.22M - $3.56M
|
203K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.75KNew |
$366K - $404K
|
4.75K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.32K+ 193.98% |
$179K - $197K
|
3.52K
$96.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
342+ 1.06% |
$26.3K - $29.1K
|
32.5K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.46KNew |
$189K - $209K
|
2.46K
$67.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-517- 1.61% |
$39.8K - $44K
|
31.5K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.55K+ 5.78% |
$504K - $557K
|
120K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
378+ 12.75% |
$29.1K - $32.2K
|
3.34K
$92.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
2.51KNew |
$193K - $214K
|
2.51K
$69.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-145- 1.83% |
$11.2K - $12.3K
|
7.77K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-85.4K- 24.8% |
$6.58M - $7.26M
|
259K
$7.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.25K- 2.59% |
$250K - $276K
|
122K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.37K+ 0.31% |
$106K - $117K
|
439K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.86K+ 1.38% |
$143K - $158K
|
136K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
294K+ 262.57% |
$22.7M - $25M
|
406K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.23K+ 30.49% |
$557K - $615K
|
30.9K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-361- 3.59% |
$27.8K - $30.7K
|
9.7K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
384+ 4.4% |
$29.6K - $32.7K
|
9.1K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.2K- 64.21% |
$555K - $613K
|
4.01K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
939K+ 627.76% |
$72.3M - $79.8M
|
1.09M
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.3K+ 9.38% |
$3.1M - $3.43M
|
470K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.87KNew |
$298K - $329K
|
3.87K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
323KNew |
$24.9M - $27.5M
|
323K
$8.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-363K- 5.93% |
$28M - $30.9M
|
5.77M
$159M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.53K+ 24.91% |
$118K - $130K
|
7.65K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.44K+ 6.32% |
$419K - $462K
|
91.5K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1K- 27.03% |
$77K - $85.1K
|
2.7K
$74.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.2K- 6.72% |
$4.17M - $4.61M
|
752K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-1.4K- 82.35% |
$108K - $119K
|
300
$8.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-24.3K- 47.54% |
$1.88M - $2.07M
|
26.9K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.6K+ 86.91% |
$277K - $306K
|
7.74K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
349K+ 7675.39% |
$26.9M - $29.7M
|
354K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.58K- 1.36% |
$122K - $134K
|
114K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.76K- 2.66% |
$136K - $150K
|
64.6K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-160K- 8.95% |
$12.3M - $13.6M
|
1.63M
$44.8M
|