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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$203K - $218K
|
2.88K
$82.5K
|
|
| Q2 2023 | |||||||
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2KClosed |
$138K - $148K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-18.2K- 71.12% |
$1.26M - $1.35M
|
7.41K
$212K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-219K- 77.36% |
$15.2M - $16.2M
|
64.2K
$1.84M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
258+ 6.19% |
$17.8K - $19.1K
|
4.43K
$127K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.03% |
$69.2 - $73.9
|
3.43K
$98.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.18KNew |
$220K - $235K
|
3.18K
$91K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.2KNew |
$290K - $310K
|
4.2K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-12.6K- 50.77% |
$869K - $928K
|
12.2K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
65.8KNew |
$4.55M - $4.86M
|
65.8K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
630New |
$43.6K - $46.6K
|
630
$18K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.89K+ 33.51% |
$200K - $214K
|
11.5K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
32.8KNew |
$2.27M - $2.42M
|
32.8K
$938K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-735- 12.33% |
$50.8K - $54.3K
|
5.23K
$150K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
582New |
$40.3K - $43K
|
582
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.17K- 9.93% |
$358K - $382K
|
46.9K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
224New |
$15.5K - $16.6K
|
224
$6.41K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
50+ 0.97% |
$3.46K - $3.7K
|
5.21K
$149K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-560- 2.28% |
$38.7K - $41.4K
|
24.1K
$689K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
22.4K+ 8.08% |
$1.55M - $1.65M
|
299K
$8.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
700New |
$48.4K - $51.8K
|
700
$20K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-950- 49.38% |
$65.7K - $70.2K
|
974
$27.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.75K+ 2.36% |
$536K - $573K
|
337K
$9.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-4.08K- 23.28% |
$282K - $302K
|
13.5K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
459+ 14.47% |
$31.8K - $33.9K
|
3.63K
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-331K- 38.58% |
$22.9M - $24.5M
|
527K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.8KNew |
$814K - $870K
|
11.8K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.04KNew |
$71.9K - $76.9K
|
1.04K
$29.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.1K- 49.27% |
$1.32M - $1.41M
|
19.6K
$562K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-85- 1.21% |
$5.88K - $6.28K
|
6.96K
$199K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12+ 0.41% |
$830 - $887
|
2.95K
$84.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-222- 6.11% |
$15.4K - $16.4K
|
3.41K
$97.6K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-133- 39.94% |
$9.2K - $9.83K
|
200
$5.73K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
1+ 100.0% |
$69.2 - $73.9
|
2
$57.3
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-540- 15.47% |
$37.4K - $39.9K
|
2.95K
$84.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
83+ 4.37% |
$5.74K - $6.14K
|
1.98K
$56.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-743- 6.68% |
$51.4K - $54.9K
|
10.4K
$297K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
29+ 0.93% |
$2.01K - $2.14K
|
3.15K
$90.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.24K+ 23.17% |
$155K - $166K
|
11.9K
$341K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.68KNew |
$185K - $198K
|
2.68K
$76.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.33K- 13.06% |
$92.3K - $98.6K
|
8.88K
$254K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
2.8KNew |
$193K - $207K
|
2.8K
$80K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.26K+ 0.42% |
$156K - $167K
|
538K
$15.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.57K- 2.69% |
$247K - $264K
|
129K
$3.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
120+ 0.44% |
$8.3K - $8.87K
|
27.3K
$782K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.31KNew |
$436K - $466K
|
6.31K
$181K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
640New |
$44.3K - $47.3K
|
640
$18.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.24KNew |
$293K - $313K
|
4.24K
$121K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
630+ 19.09% |
$43.6K - $46.6K
|
3.93K
$113K
|
|