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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
134K+ 371.27% |
$10.4M - $11.4M
|
171K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2K+ 3.18% |
$154K - $170K
|
64.9K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.2KNew |
$1.71M - $1.89M
|
22.2K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.07% |
$385 - $425
|
7.36K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-900- 23.08% |
$69.3K - $76.6K
|
3K
$85.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-14.9K- 44.15% |
$1.15M - $1.27M
|
18.9K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.96KNew |
$459K - $507K
|
5.96K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.94K+ 2.38% |
$612K - $676K
|
341K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
62+ 0.39% |
$4.78K - $5.27K
|
15.8K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.05K+ 12.75% |
$620K - $684K
|
71.1K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
72+ 1.0% |
$5.55K - $6.12K
|
7.27K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-85- 2.57% |
$6.55K - $7.23K
|
3.22K
$92.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.34K+ 2.77% |
$103K - $114K
|
49.8K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 0.57% |
$231 - $255
|
527
$15.1K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
475+ 14.83% |
$36.6K - $40.4K
|
3.68K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
196+ 3920.0% |
$15.1K - $16.7K
|
201
$5.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
210+ 105.0% |
$16.2K - $17.9K
|
410
$11.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
103+ 1.59% |
$7.93K - $8.76K
|
6.59K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
91.1K+ 982.19% |
$7.01M - $7.75M
|
100K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
185+ 0.1% |
$14.2K - $15.7K
|
191K
$5.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-497- 3.81% |
$38.3K - $42.3K
|
12.5K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3KNew |
$231K - $255K
|
3K
$85.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
573+ 10.27% |
$44.1K - $48.7K
|
6.15K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-609- 17.64% |
$46.9K - $51.8K
|
2.84K
$81.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$1.36M - $1.5M
|
17.6K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8.38KNew |
$645K - $713K
|
8.38K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
288New |
$22.2K - $24.5K
|
288
$8.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
18.6KNew |
$1.43M - $1.58M
|
18.6K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$362K - $399K
|
4.7K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.72K+ 18.62% |
$209K - $231K
|
17.3K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.14K+ 3.51% |
$165K - $182K
|
63.1K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.52KNew |
$271K - $299K
|
3.52K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4.56K+ 39.03% |
$352K - $388K
|
16.3K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-122K- 83.05% |
$9.36M - $10.3M
|
24.8K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
68.2KNew |
$5.25M - $5.8M
|
68.2K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.65K+ 10.0% |
$281K - $311K
|
40.2K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 24.69% |
$15.4K - $17K
|
1.01K
$28.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
399New |
$30.7K - $33.9K
|
399
$11.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.2K+ 8.76% |
$323K - $357K
|
52.1K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.95K+ 91.74% |
$227K - $251K
|
6.17K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16New |
$1.23K - $1.36K
|
16
$458
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
7+ 0.08% |
$539 - $595
|
9.21K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.66K+ 7.22% |
$127K - $141K
|
24.6K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.24K- 0.45% |
$403K - $446K
|
1.15M
$33M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
162+ 5.15% |
$12.5K - $13.8K
|
3.31K
$94.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.48K+ 10.97% |
$114K - $126K
|
15K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.97K+ 4.38% |
$229K - $253K
|
70.8K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$888
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33.4K+ 2063.8% |
$2.57M - $2.84M
|
35K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.87K- 9.87% |
$221K - $244K
|
26.2K
$751K
|