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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
650+ 200.0% |
$17.5K - $55.2K
|
975
$26.4K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
72.2K+ 200.0% |
$1.94M - $6.14M
|
108K
$2.93M
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
9.61K+ 208.95% |
$259K - $817K
|
14.2K
$385K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8K+ 170.44% |
$215K - $680K
|
12.7K
$344K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.66K+ 132.78% |
$179K - $565K
|
11.7K
$316K
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
12.1K+ 319.97% |
$326K - $1.03M
|
15.9K
$430K
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.24K+ 32.42% |
$87.3K - $275K
|
13.2K
$359K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
264KNew |
$7.11M - $22.4M
|
264K
$7.15M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32.5K+ 188.35% |
$875K - $2.76M
|
49.7K
$1.35M
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18.8K+ 174.14% |
$507K - $1.6M
|
29.6K
$803K
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.92K+ 200.0% |
$267K - $843K
|
14.9K
$403K
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
25.6K+ 200.0% |
$689K - $2.17M
|
38.4K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
996+ 200.0% |
$26.8K - $84.6K
|
1.49K
$40.5K
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.14K+ 199.96% |
$139K - $437K
|
7.72K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.6K+ 200.0% |
$286K - $903K
|
16K
$432K
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
168K+ 106250.0% |
$4.52M - $14.3M
|
168K
$4.55M
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
15.8KNew |
$425K - $1.34M
|
15.8K
$427K
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
17+ 89.47% |
$458 - $1.44K
|
36
$975
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-375- 93.98% |
$10.1K - $31.9K
|
24
$650
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
7K+ 200.0% |
$189K - $595K
|
10.5K
$284K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
64.2K+ 183.38% |
$1.73M - $5.46M
|
99.3K
$2.69M
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
3.86KNew |
$104K - $328K
|
3.86K
$105K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11+ 110.0% |
$296 - $934
|
21
$569
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.2KNew |
$32.3K - $102K
|
1.2K
$32.5K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.28K+ 256.05% |
$61.5K - $194K
|
3.18K
$86K
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
24.2K+ 200.91% |
$652K - $2.06M
|
36.2K
$982K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
79.1KNew |
$2.13M - $6.72M
|
79.1K
$2.14M
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
29.3K+ 200.0% |
$788K - $2.48M
|
43.9K
$1.19M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11.4K+ 418.17% |
$308K - $972K
|
14.2K
$384K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.84K+ 180.82% |
$130K - $411K
|
7.51K
$203K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.72K- 65.57% |
$154K - $486K
|
3K
$81.4K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
103K+ 204.4% |
$2.79M - $8.79M
|
154K
$4.17M
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300+ 200.0% |
$8.08K - $25.5K
|
450
$12.2K
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
81.6K+ 200.0% |
$2.2M - $6.93M
|
122K
$3.31M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.03K+ 200.0% |
$54.7K - $172K
|
3.05K
$82.5K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7.95K+ 202.94% |
$214K - $675K
|
11.9K
$321K
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.37K+ 200.0% |
$63.9K - $202K
|
3.56K
$96.5K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
12.6K+ 197.75% |
$340K - $1.07M
|
19K
$515K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.83KNew |
$76.1K - $240K
|
2.83K
$76.5K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.42K+ 200.0% |
$38.3K - $121K
|
2.14K
$57.9K
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
6.58K+ 200.0% |
$177K - $559K
|
9.87K
$267K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.28KNew |
$34.4K - $108K
|
1.28K
$34.6K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
62.5K+ 445.56% |
$1.68M - $5.31M
|
76.5K
$2.07M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 200.0% |
$308K - $972K
|
17.2K
$465K
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
222+ 462.5% |
$5.98K - $18.9K
|
270
$7.31K
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
380+ 202.13% |
$10.2K - $32.3K
|
568
$15.4K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
420+ 200.0% |
$11.3K - $35.7K
|
630
$17.1K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.49K+ 200.0% |
$67K - $211K
|
3.73K
$101K
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
37.2K+ 202.82% |
$1M - $3.16M
|
55.5K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.05M+ 200.0% |
$28.4M - $89.5M
|
1.58M
$42.8M
|