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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 36.14% |
$246K - $261K
|
12.2K
$332K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.69K+ 294.26% |
$432K - $456K
|
7.63K
$207K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
825+ 220.0% |
$62.5K - $66.1K
|
1.2K
$32.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
803New |
$60.9K - $64.4K
|
803
$21.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-111- 0.15% |
$8.41K - $8.9K
|
75.4K
$2.04M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
174New |
$13.1K - $14K
|
174
$4.71K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
63.3K+ 465.77% |
$4.77M - $5.11M
|
76.9K
$2.08M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.27KNew |
$246K - $264K
|
3.27K
$88.6K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.39K- 2.57% |
$330K - $354K
|
166K
$4.5M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-40- 2.56% |
$3.01K - $3.23K
|
1.52K
$41.2K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.75KNew |
$207K - $222K
|
2.75K
$74.5K
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
9.6KNew |
$722K - $774K
|
9.6K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$190K - $203K
|
2.52K
$68.3K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$88.8K - $95.1K
|
1.18K
$32K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.12KNew |
$687K - $736K
|
9.12K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
645+ 9.78% |
$48.5K - $52K
|
7.24K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
26.1KNew |
$1.97M - $2.11M
|
26.1K
$708K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2.75K- 50.68% |
$207K - $222K
|
2.68K
$72.5K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.1K- 50.53% |
$384K - $411K
|
4.99K
$135K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
223K+ 34.17% |
$16.8M - $18M
|
877K
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
271K+ 50.46% |
$20.4M - $21.8M
|
807K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
21.9KNew |
$1.65M - $1.77M
|
21.9K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 38.72% |
$186K - $200K
|
3.92K
$106K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.5K+ 549.75% |
$1.77M - $1.9M
|
27.8K
$754K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
196+ 3920.0% |
$14.7K - $15.8K
|
201
$5.45K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-5.1K- 32.9% |
$384K - $411K
|
10.4K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.27K- 31.45% |
$95.6K - $102K
|
2.77K
$75K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
193+ 0.12% |
$14.5K - $15.6K
|
160K
$4.32M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.7KNew |
$2.91M - $3.12M
|
38.7K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.15KNew |
$387K - $415K
|
5.15K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-56.7K- 64.2% |
$4.27M - $4.57M
|
31.6K
$857K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-475- 14.86% |
$35.7K - $38.3K
|
2.72K
$73.7K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.82KNew |
$212K - $227K
|
2.82K
$76.4K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
50+ 0.74% |
$3.76K - $4.03K
|
6.83K
$185K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
19.2KNew |
$1.44M - $1.55M
|
19.2K
$520K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
69.5KNew |
$5.23M - $5.6M
|
69.5K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
40.5K+ 0.42% |
$3.05M - $3.26M
|
9.72M
$263M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.32% |
$151 - $161
|
623
$16.9K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-933- 11.1% |
$70.2K - $75.2K
|
7.47K
$202K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
321New |
$24.2K - $25.9K
|
321
$8.7K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
26New |
$1.96K - $2.1K
|
26
$704
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.33KNew |
$476K - $510K
|
6.33K
$171K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12+ 0.44% |
$903 - $968
|
2.74K
$74.3K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2+ 0.66% |
$151 - $161
|
306
$8.29K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.38K- 32.56% |
$179K - $192K
|
4.92K
$133K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.04KNew |
$78.2K - $83.8K
|
1.04K
$28.1K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.5KNew |
$263K - $282K
|
3.5K
$94.7K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.57KNew |
$194K - $207K
|
2.57K
$69.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 0.67% |
$102K - $110K
|
203K
$5.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
628+ 3.57% |
$47.3K - $50.6K
|
18.2K
$493K
|
|