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
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-160K- 8.95% |
$12.3M - $13.6M
|
1.63M
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-44.8K- 63.01% |
$3.45M - $3.81M
|
26.3K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.21MNew |
$93.2M - $103M
|
1.21M
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-179K- 2.36% |
$13.8M - $15.2M
|
7.41M
$212M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 0.4% |
$2.84M - $3.14M
|
9.23M
$264M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
803+ 13.99% |
$61.8K - $68.3K
|
6.54K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-86- 1.21% |
$6.62K - $7.32K
|
7.01K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25.8K+ 40.2% |
$1.99M - $2.2M
|
90.1K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
341+ 6.04% |
$26.3K - $29K
|
5.98K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.53K- 3.5% |
$272K - $301K
|
97.3K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
31.5K+ 64.51% |
$2.43M - $2.68M
|
80.4K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
4.52K+ 2.42% |
$348K - $384K
|
191K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
644+ 8.52% |
$49.6K - $54.8K
|
8.2K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
59.7K+ 160.68% |
$4.6M - $5.08M
|
96.9K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
91+ 0.95% |
$7.01K - $7.74K
|
9.71K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.1K+ 1.25% |
$239K - $264K
|
252K
$7.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
48.1K+ 49.65% |
$3.7M - $4.09M
|
145K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-294- 1.7% |
$22.6K - $25K
|
17K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-846- 7.0% |
$65.2K - $72K
|
11.2K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
187+ 1.95% |
$14.4K - $15.9K
|
9.8K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.27KNew |
$252K - $278K
|
3.27K
$93.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-81- 0.42% |
$6.24K - $6.89K
|
19.2K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
618+ 9.08% |
$47.6K - $52.6K
|
7.42K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.45K+ 1.86% |
$651K - $719K
|
462K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25.4K+ 148.1% |
$1.95M - $2.16M
|
42.5K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.18K+ 4.17% |
$553K - $610K
|
179K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
44.3KNew |
$3.41M - $3.77M
|
44.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.74K+ 1.04% |
$365K - $403K
|
461K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.48K- 2.25% |
$114K - $126K
|
64.6K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.1K- 79.23% |
$701K - $774K
|
2.39K
$68.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
114KNew |
$8.74M - $9.66M
|
114K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.88K+ 4.73% |
$453K - $500K
|
130K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.49K- 21.32% |
$269K - $297K
|
12.9K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
12K+ 18.6% |
$922K - $1.02M
|
76.3K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.9K+ 2.4% |
$5.15M - $5.69M
|
2.86M
$81.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
684+ 0.4% |
$52.7K - $58.2K
|
171K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
179+ 6.27% |
$13.8K - $15.2K
|
3.03K
$86.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-13.6K- 17.32% |
$1.05M - $1.16M
|
64.9K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45+ 0.59% |
$3.47K - $3.83K
|
7.73K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.07K+ 17.84% |
$82.6K - $91.2K
|
7.08K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.3K+ 173.22% |
$2.72M - $3M
|
55.7K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
215K+ 42.67% |
$16.6M - $18.3M
|
720K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
17.1KNew |
$1.31M - $1.45M
|
17.1K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
45+ 0.16% |
$3.47K - $3.83K
|
28.5K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
19.6K+ 51.44% |
$1.51M - $1.67M
|
57.7K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.2K+ 169.91% |
$1.48M - $1.63M
|
30.5K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.67K- 1.4% |
$129K - $142K
|
117K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
347+ 3.92% |
$26.7K - $29.5K
|
9.19K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 31.09% |
$251K - $277K
|
7.23K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
88.1K+ 1468366.62% |
$6.79M - $7.49M
|
88.1K
$2.52M
|