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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-6.35K- 7.8% |
$446K - $495K
|
75K
$2.15M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
66New |
$4.64K - $5.15K
|
66
$1.89K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-45- 1.26% |
$3.16K - $3.51K
|
3.52K
$101K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.92KNew |
$416K - $462K
|
5.92K
$169K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
348New |
$24.5K - $27.2K
|
348
$9.96K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.52K- 36.94% |
$177K - $197K
|
4.31K
$123K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.49K+ 113.59% |
$245K - $272K
|
6.55K
$188K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-29- 76.32% |
$2.04K - $2.26K
|
9
$258
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.75KNew |
$123K - $136K
|
1.75K
$50K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
900New |
$63.3K - $70.2K
|
900
$25.8K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
18KNew |
$1.27M - $1.41M
|
18K
$516K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
517+ 0.84% |
$36.3K - $40.3K
|
62.4K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-443K- 90.39% |
$31.2M - $34.6M
|
47.1K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.98K- 80.03% |
$280K - $311K
|
993
$28.4K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.03% |
$70.3 - $78
|
3.1K
$88.7K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
3.44KNew |
$242K - $269K
|
3.44K
$98.5K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 1.32% |
$1.41K - $1.56K
|
1.5K
$42.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
17KNew |
$1.19M - $1.33M
|
17K
$487K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-250- 12.97% |
$17.6K - $19.5K
|
1.68K
$48K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.01K- 47.19% |
$493K - $547K
|
7.84K
$225K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-36- 0.88% |
$2.53K - $2.81K
|
4.07K
$117K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.15K+ 5.58% |
$221K - $246K
|
59.5K
$1.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
23+ 0.84% |
$1.62K - $1.79K
|
2.77K
$79.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.25K- 30.12% |
$87.9K - $97.5K
|
2.9K
$83K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-170- 47.89% |
$11.9K - $13.3K
|
185
$5.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
1.48K+ 3.24% |
$104K - $115K
|
47K
$1.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-30- 0.35% |
$2.11K - $2.34K
|
8.48K
$243K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-308- 28.79% |
$21.6K - $24K
|
762
$21.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
4.12K+ 12.52% |
$289K - $321K
|
37K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
18.4KNew |
$1.29M - $1.43M
|
18.4K
$526K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
33+ 0.75% |
$2.32K - $2.57K
|
4.46K
$128K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
20.7KNew |
$1.46M - $1.62M
|
20.7K
$593K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.09KNew |
$288K - $319K
|
4.09K
$117K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-236- 3.76% |
$16.6K - $18.4K
|
6.04K
$173K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
12+ 0.17% |
$843 - $936
|
7K
$200K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.91KNew |
$195K - $230K
|
2.91K
$83.2K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
306New |
$20.6K - $24.2K
|
306
$8.76K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
153New |
$10.3K - $12.1K
|
153
$4.38K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
94.8KNew |
$6.37M - $7.5M
|
94.8K
$2.71M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
14New |
$940 - $1.11K
|
14
$401
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.41KNew |
$162K - $190K
|
2.41K
$68.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
139+ 2.76% |
$9.34K - $11K
|
5.18K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.77K+ 14.17% |
$321K - $377K
|
38.5K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.63KNew |
$647K - $761K
|
9.63K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
42.1K+ 107853.85% |
$2.82M - $3.33M
|
42.1K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.74KNew |
$251K - $296K
|
3.74K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.72KNew |
$183K - $215K
|
2.72K
$77.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.33KNew |
$224K - $263K
|
3.33K
$95.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
12.5KNew |
$839K - $988K
|
12.5K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.9KNew |
$194K - $229K
|
2.9K
$82.9K
|
|