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 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.24K+ 200.0% |
$33.4K - $106K
|
1.86K
$50.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
222K+ 201.05% |
$5.97M - $18.8M
|
332K
$8.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13K+ 197.7% |
$350K - $1.1M
|
19.6K
$530K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
5K+ 189.68% |
$135K - $425K
|
7.63K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.75K+ 175.06% |
$73.9K - $233K
|
4.31K
$117K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20.7K+ 200.0% |
$557K - $1.76M
|
31.1K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
11.1K+ 145.94% |
$299K - $945K
|
18.7K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
49.7K+ 21.41% |
$1.34M - $4.22M
|
282K
$7.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.94K+ 200.0% |
$160K - $504K
|
8.91K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-470- 0.63% |
$12.7K - $39.9K
|
74.2K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
5.23K+ 181.71% |
$141K - $444K
|
8.1K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
25.2KNew |
$678K - $2.14M
|
25.2K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
120+ 200.0% |
$3.23K - $10.2K
|
180
$4.88K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
115K+ 198.63% |
$3.11M - $9.81M
|
174K
$4.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
72+ 79.12% |
$1.94K - $6.12K
|
163
$4.42K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
16KNew |
$431K - $1.36M
|
16K
$433K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
63.1K+ 234.37% |
$1.7M - $5.36M
|
90K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
400+ 200.0% |
$10.8K - $34K
|
600
$16.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.2K+ 1.34% |
$329K - $1.04M
|
925K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.19KNew |
$32.1K - $101K
|
1.19K
$32.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
6.34K+ 136.09% |
$171K - $538K
|
11K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2K+ 201.01% |
$32.2K - $102K
|
1.79K
$48.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
16.7K+ 200.0% |
$450K - $1.42M
|
25K
$678K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
47.6K+ 212.08% |
$1.28M - $4.04M
|
70K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
19.1K+ 123.58% |
$514K - $1.62M
|
34.5K
$936K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
17.9K+ 200.0% |
$481K - $1.52M
|
26.8K
$726K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.11K+ 200.06% |
$83.8K - $264K
|
4.67K
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.2K+ 200.0% |
$194K - $612K
|
10.8K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
747New |
$20.1K - $63.5K
|
747
$20.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
407K+ 197.04% |
$11M - $34.6M
|
614K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.9K+ 228.63% |
$321K - $1.01M
|
17.1K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
30.6K+ 232.87% |
$824K - $2.6M
|
43.8K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.17K+ 200.0% |
$139K - $439K
|
7.75K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
13.1KNew |
$353K - $1.11M
|
13.1K
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.14K+ 140.7% |
$57.6K - $182K
|
3.66K
$99.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.75K+ 208.51% |
$236K - $743K
|
12.9K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
14+ 200.0% |
$377 - $1.19K
|
21
$569
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2New |
$53.9 - $170
|
2
$54.2
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
27.9KNew |
$752K - $2.37M
|
27.9K
$756K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 200.0% |
$61.8K - $195K
|
3.44K
$93.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
6.82K+ 200.0% |
$184K - $579K
|
10.2K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
10.6K+ 194.02% |
$286K - $902K
|
16.1K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
105New |
$2.83K - $8.92K
|
105
$2.84K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
818+ 88.05% |
$22K - $69.5K
|
1.75K
$47.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.5K- 52.48% |
$580K - $1.83M
|
19.5K
$528K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4.94K+ 200.0% |
$133K - $419K
|
7.41K
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
843+ 169.96% |
$22.7K - $71.6K
|
1.34K
$36.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.03K+ 200.0% |
$189K - $597K
|
10.5K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
6.57K+ 200.0% |
$177K - $558K
|
9.85K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
21.7K+ 202.87% |
$584K - $1.84M
|
32.4K
$877K
|