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 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
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1KNew |
$75.3K - $80.6K
|
1K
$27.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2.55K+ 2.34% |
$192K - $205K
|
112K
$3.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.5KNew |
$1.16M - $1.25M
|
15.5K
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.55KNew |
$493K - $528K
|
6.55K
$177K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
574+ 0.75% |
$43.2K - $46.3K
|
77.6K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-11.5K- 11.27% |
$866K - $928K
|
90.7K
$2.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.81K+ 10.56% |
$362K - $388K
|
50.4K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
5.98KNew |
$450K - $482K
|
5.98K
$162K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
650New |
$48.9K - $52.4K
|
650
$17.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.53KNew |
$190K - $204K
|
2.53K
$68.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-491- 2.88% |
$36.9K - $39.6K
|
16.6K
$449K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.55K- 42.61% |
$342K - $367K
|
6.12K
$166K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-13.2K- 22.3% |
$993K - $1.06M
|
46K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.9K+ 3.06% |
$368K - $395K
|
165K
$4.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.08K- 95.74% |
$81.3K - $87.1K
|
48
$1.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
21.9K+ 10.1% |
$1.65M - $1.77M
|
239K
$6.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-211- 2.74% |
$15.9K - $17K
|
7.48K
$203K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.62KNew |
$197K - $211K
|
2.62K
$70.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-780- 8.08% |
$58.7K - $62.9K
|
8.87K
$240K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.89KNew |
$744K - $797K
|
9.89K
$268K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-787- 85.36% |
$59.2K - $63.5K
|
135
$3.66K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
65+ 0.84% |
$4.35K - $4.96K
|
7.77K
$211K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
10.5KNew |
$703K - $802K
|
10.5K
$285K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.07KNew |
$71.3K - $81.4K
|
1.07K
$28.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1New |
$66.9 - $76.3
|
1
$27.1
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-5.53K- 19.61% |
$370K - $422K
|
22.7K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.71% |
$1.94K - $2.21K
|
4.03K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 98.68% |
$5.02K - $5.72K
|
1
$27.1
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.42KNew |
$162K - $185K
|
2.42K
$65.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$104K - $118K
|
1.55K
$42K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
101New |
$6.76K - $7.71K
|
101
$2.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
53.5KNew |
$3.58M - $4.09M
|
53.5K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
96.3KNew |
$6.44M - $7.35M
|
96.3K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$187K - $214K
|
2.8K
$75.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
79.4KNew |
$5.31M - $6.06M
|
79.4K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
517+ 4.11% |
$34.6K - $39.5K
|
13.1K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.16KNew |
$211K - $241K
|
3.16K
$85.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-43.4K- 93.51% |
$2.9M - $3.31M
|
3.01K
$81.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.79K- 40.46% |
$120K - $137K
|
2.63K
$71.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.74KNew |
$183K - $209K
|
2.74K
$74.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.26MNew |
$84.2M - $96.1M
|
1.26M
$34.1M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27.7K- 10.92% |
$1.85M - $2.12M
|
226K
$6.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
100New |
$6.69K - $7.63K
|
100
$2.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-33.9K- 10.82% |
$2.27M - $2.59M
|
280K
$7.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.63KNew |
$109K - $124K
|
1.63K
$44K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-449- 5.52% |
$30K - $34.3K
|
7.69K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72K- 56.63% |
$4.81M - $5.49M
|
55.1K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.19K- 17.2% |
$147K - $167K
|
10.6K
$286K
|
|