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 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-383- 72.68% |
$10.3K - $32.5K
|
144
$3.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.19K+ 210.37% |
$248K - $781K
|
13.6K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
151+ 22.84% |
$4.07K - $12.8K
|
812
$22K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
6.03K+ 200.0% |
$162K - $512K
|
9.05K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
143KNew |
$3.84M - $12.1M
|
143K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
68.7K+ 200.0% |
$1.85M - $5.83M
|
103K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
21KNew |
$564K - $1.78M
|
21K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.28K+ 200.0% |
$61.4K - $194K
|
3.42K
$92.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7.16K+ 67.7% |
$193K - $608K
|
17.7K
$481K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
853+ 5.24% |
$23K - $72.5K
|
17.1K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
9.55K+ 200.0% |
$257K - $811K
|
14.3K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
900+ 200.0% |
$24.2K - $76.5K
|
1.35K
$36.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
83KNew |
$2.24M - $7.05M
|
83K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.04K+ 202.53% |
$28K - $88.3K
|
1.55K
$42K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.34KNew |
$63K - $199K
|
2.34K
$63.4K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.6KNew |
$96.9K - $306K
|
3.6K
$97.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.91K+ 200.0% |
$186K - $587K
|
10.4K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
102KNew |
$2.76M - $8.7M
|
102K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
5.89K+ 200.0% |
$159K - $500K
|
8.84K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
440+ 200.0% |
$11.8K - $37.4K
|
660
$17.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
25.1K+ 200.0% |
$675K - $2.13M
|
37.6K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$1.18K - $3.74K
|
44
$1.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5.07K+ 200.0% |
$136K - $430K
|
7.6K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22KNew |
$591K - $1.87M
|
22K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
116+ 200.0% |
$3.12K - $9.85K
|
174
$4.71K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
8.31K+ 200.0% |
$224K - $706K
|
12.5K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
284+ 200.0% |
$7.65K - $24.1K
|
426
$11.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
210KNew |
$5.66M - $17.8M
|
210K
$5.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 200.0% |
$208K - $656K
|
11.6K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
31.2KNew |
$840K - $2.65M
|
31.2K
$845K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
146K+ 200.0% |
$3.93M - $12.4M
|
219K
$5.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
7.11K+ 241.19% |
$191K - $604K
|
10.1K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.8K+ 200.0% |
$102K - $323K
|
5.7K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
8.47KNew |
$228K - $720K
|
8.47K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10+ 200.0% |
$269 - $850
|
15
$406
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-369K- 96.34% |
$9.93M - $31.3M
|
14K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
7.56K+ 166.76% |
$203K - $642K
|
12.1K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
686+ 200.0% |
$18.5K - $58.3K
|
1.03K
$27.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.71K+ 247.32% |
$46K - $145K
|
2.4K
$65K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
62.3K+ 200.0% |
$1.68M - $5.3M
|
93.5K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
CALL |
200+ 200.0% |
$5.39K - $17K
|
300
$8.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
6.24K+ 200.0% |
$168K - $530K
|
9.37K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
146KNew |
$3.93M - $12.4M
|
146K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.73K+ 202.67% |
$73.6K - $232K
|
4.08K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
$8.08K - $25.5K
|
300
$8.13K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.9KNew |
$266K - $841K
|
9.9K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.16K+ 200.0% |
$193K - $608K
|
10.7K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.86KNew |
$212K - $668K
|
7.86K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
6.95K+ 200.0% |
$187K - $590K
|
10.4K
$282K
|