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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-150- 16.67% |
$10K - $11.4K
|
750
$21.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.59KNew |
$106K - $121K
|
1.59K
$45.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
801New |
$53.6K - $61.1K
|
801
$22.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-845- 23.84% |
$56.5K - $64.5K
|
2.7K
$77.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.39K- 9.09% |
$93K - $106K
|
13.9K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
145+ 1.03% |
$9.7K - $11.1K
|
14.2K
$405K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-34.3K- 90.14% |
$2.29M - $2.61M
|
3.75K
$107K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-849- 1.08% |
$56.8K - $64.8K
|
78K
$2.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
4.2KNew |
$281K - $321K
|
4.2K
$120K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
4.59KNew |
$307K - $351K
|
4.59K
$132K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.31K- 22.19% |
$87.3K - $99.6K
|
4.58K
$131K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-554- 15.95% |
$37.1K - $42.3K
|
2.92K
$83.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
234+ 4.87% |
$15.7K - $17.9K
|
5.04K
$144K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-24.6K- 95.34% |
$1.64M - $1.87M
|
1.2K
$34.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-4K- 2.19% |
$267K - $305K
|
179K
$5.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
17.5KNew |
$1.17M - $1.33M
|
17.5K
$501K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-325- 8.32% |
$21.7K - $24.8K
|
3.58K
$103K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.73KNew |
$517K - $590K
|
7.73K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-47- 0.06% |
$3.14K - $3.59K
|
72.9K
$2.09M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
4.83KNew |
$323K - $369K
|
4.83K
$138K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
30New |
$2.01K - $2.29K
|
30
$859
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-241- 6.13% |
$16.1K - $18.4K
|
3.69K
$106K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.19% |
$134 - $153
|
1.03K
$29.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
184New |
$12.3K - $14K
|
184
$5.27K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
1.77K+ 3.56% |
$118K - $135K
|
51.5K
$1.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.45K+ 89.92% |
$231K - $263K
|
7.29K
$209K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-601- 4.78% |
$40.2K - $45.9K
|
12K
$342K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.99K- 34.51% |
$133K - $152K
|
3.78K
$108K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
4.69KNew |
$314K - $358K
|
4.69K
$134K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
75New |
$5.02K - $5.72K
|
75
$2.15K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.55K- 4.55% |
$371K - $423K
|
116K
$3.33M
|
|
| Q3 2023 | |||||||
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-40- 3.12% |
$2.83K - $3.03K
|
1.24K
$35.6K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.93KClosed |
$207K - $221K
|
0
$0
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-2.02K- 2.84% |
$143K - $153K
|
69.1K
$1.98M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
392New |
$27.7K - $29.7K
|
392
$11.2K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-100- 0.96% |
$7.06K - $7.57K
|
10.4K
$296K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
892New |
$63K - $67.5K
|
892
$25.5K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-70- 52.63% |
$4.94K - $5.3K
|
63
$1.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.2K+ 41.52% |
$1M - $1.07M
|
48.4K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.08K- 66.25% |
$641K - $687K
|
4.62K
$132K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
450+ 56.53% |
$31.8K - $34K
|
1.25K
$35.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
150New |
$10.6K - $11.3K
|
150
$4.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
94+ 1.84% |
$6.64K - $7.11K
|
5.2K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.39KNew |
$381K - $408K
|
5.39K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.34K- 1.35% |
$306K - $328K
|
318K
$9.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-723- 1.44% |
$51.1K - $54.7K
|
49.4K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-12.6K- 9.64% |
$892K - $955K
|
118K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
65New |
$4.59K - $4.92K
|
65
$1.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9.84KNew |
$695K - $744K
|
9.84K
$282K
|
|