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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
683+ 7.82% |
$45.9K - $54K
|
9.41K
$269K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
2.89KNew |
$194K - $229K
|
2.89K
$82.9K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-115Closed |
$7.64K - $8.96K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$1.34M - $1.57M
|
20.1K
$576K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
155New |
$10.3K - $12.1K
|
155
$4.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.55K+ 28.97% |
$236K - $276K
|
15.8K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.5KClosed |
$698K - $818K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.2M+ 1379.87% |
$80M - $93.7M
|
1.29M
$37M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-330- 4.71% |
$21.9K - $25.7K
|
6.68K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
18+ 0.29% |
$1.2K - $1.4K
|
6.22K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 2.04% |
$66.4 - $77.9
|
48
$1.37K
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.45KNew |
$229K - $268K
|
3.45K
$98.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
50New |
$3.32K - $3.89K
|
50
$1.43K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.61K+ 8.97% |
$240K - $281K
|
43.8K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
20.8KNew |
$1.38M - $1.62M
|
20.8K
$596K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-619- 0.49% |
$41.1K - $48.2K
|
125K
$3.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.36K- 7.83% |
$90.4K - $106K
|
16K
$458K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.79KNew |
$119K - $139K
|
1.79K
$51.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.36KNew |
$356K - $417K
|
5.36K
$153K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8.54KNew |
$567K - $665K
|
8.54K
$244K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-125- 3.65% |
$8.3K - $9.73K
|
3.3K
$94.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
47.9KNew |
$3.18M - $3.73M
|
47.9K
$1.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13.9KNew |
$924K - $1.08M
|
13.9K
$398K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-2.5K- 3.67% |
$166K - $195K
|
65.5K
$1.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.06% |
$399 - $467
|
10K
$288K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-464- 1.61% |
$30.8K - $36.1K
|
28.3K
$810K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-7.69K- 9.27% |
$511K - $599K
|
75.3K
$2.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
301KNew |
$20M - $23.4M
|
301K
$8.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.61KNew |
$505K - $592K
|
7.61K
$218K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.56K- 49.16% |
$236K - $277K
|
3.68K
$105K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-24- 29.63% |
$1.59K - $1.87K
|
57
$1.63K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.59KNew |
$238K - $280K
|
3.59K
$103K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
BUY
|
- |
38+ 0.95% |
$2.52K - $2.96K
|
4.04K
$116K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
337+ 320.95% |
$22.4K - $26.2K
|
442
$12.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
46New |
$3.06K - $3.58K
|
46
$1.32K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
248+ 13.61% |
$16.5K - $19.3K
|
2.07K
$59.3K
|
|
|
Oct 07, 2022
Q3 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
66.9KNew |
$4.44M - $5.21M
|
66.9K
$1.92M
|
|
| Q2 2022 | |||||||
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.64KClosed |
$186K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3Closed |
$211 - $241
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-20- 6.15% |
$1.41K - $1.6K
|
305
$8.73K
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-84.5K- 95.59% |
$5.94M - $6.78M
|
3.9K
$112K
|
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-6.28KClosed |
$441K - $504K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-301Closed |
$21.2K - $24.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-80- 98.77% |
$5.62K - $6.42K
|
1
$28.6
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-500- 13.48% |
$35.2K - $40.1K
|
3.21K
$91.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-48KClosed |
$3.37M - $3.85M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
140+ 0.91% |
$9.84K - $11.2K
|
15.5K
$445K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-206Closed |
$14.5K - $16.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-798Closed |
$56.1K - $64K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.2K+ 66.47% |
$787K - $899K
|
28.1K
$803K
|
|