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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-383- 12.9% |
$29K - $30.7K
|
2.59K
$74K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
825+ 220.0% |
$62.5K - $66.1K
|
1.2K
$34.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
195+ 1.71% |
$14.8K - $15.6K
|
11.6K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
501+ 1.61% |
$38K - $40.2K
|
31.7K
$908K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25New |
$1.9K - $2K
|
25
$716
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
803New |
$60.9K - $64.4K
|
803
$23K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-111- 0.15% |
$8.41K - $8.9K
|
75.4K
$2.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 2.74% |
$1.52K - $1.6K
|
710
$20.3K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.56K- 9.35% |
$268K - $287K
|
34.5K
$986K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
231+ 6.32% |
$17.4K - $18.6K
|
3.89K
$111K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
63.3K+ 465.77% |
$4.77M - $5.11M
|
76.9K
$2.2M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7.69KNew |
$579K - $620K
|
7.69K
$220K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.27KNew |
$246K - $264K
|
3.27K
$93.6K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-254K- 51.27% |
$19.1M - $20.5M
|
241K
$6.91M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.39K- 2.57% |
$330K - $354K
|
166K
$4.76M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-40- 2.56% |
$3.01K - $3.23K
|
1.52K
$43.6K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.02KNew |
$76.4K - $81.8K
|
1.02K
$29.1K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$972K - $1.04M
|
12.9K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.75KNew |
$207K - $222K
|
2.75K
$78.7K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.03% |
$75.3 - $80.6
|
3.9K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.75K- 76.55% |
$282K - $302K
|
1.15K
$32.9K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
175New |
$13.2K - $14.1K
|
175
$5.01K
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
9.6KNew |
$722K - $774K
|
9.6K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
44.6KNew |
$3.36M - $3.6M
|
44.6K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$190K - $203K
|
2.52K
$72.1K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$88.8K - $95.1K
|
1.18K
$33.8K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.12KNew |
$687K - $736K
|
9.12K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
645+ 9.78% |
$48.5K - $52K
|
7.24K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-956- 14.19% |
$71.9K - $77.1K
|
5.78K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
26.1KNew |
$1.97M - $2.11M
|
26.1K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2.75K- 50.68% |
$207K - $222K
|
2.68K
$76.6K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-695- 20.57% |
$52.3K - $56K
|
2.68K
$76.8K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$7.53K - $8.06K
|
100
$2.86K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.1K- 50.53% |
$384K - $411K
|
4.99K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-119Closed |
$8.95K - $9.59K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
223K+ 34.17% |
$16.8M - $18M
|
877K
$25.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
271K+ 50.46% |
$20.4M - $21.8M
|
807K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
748New |
$56.3K - $60.3K
|
748
$21.4K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
21.9KNew |
$1.65M - $1.77M
|
21.9K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 38.72% |
$186K - $200K
|
3.92K
$112K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-9- 15.25% |
$677 - $726
|
50
$1.43K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.8KNew |
$211K - $226K
|
2.8K
$80.2K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
585+ 7.16% |
$44K - $47.2K
|
8.76K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.5K+ 549.75% |
$1.77M - $1.9M
|
27.8K
$796K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
40+ 1.21% |
$3.01K - $3.23K
|
3.34K
$95.5K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
196+ 3920.0% |
$14.7K - $15.8K
|
201
$5.75K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.1K+ 1050.0% |
$158K - $169K
|
2.3K
$65.8K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-5.1K- 32.9% |
$384K - $411K
|
10.4K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.7K- 25.29% |
$803K - $861K
|
31.5K
$903K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.56K+ 26.49% |
$569K - $610K
|
36.1K
$1.03M
|
|