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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Cvs Health Corp
Woonsocket, RI |
SELL
|
- |
-2.99K- 1.0% |
$211K - $240K
|
297K
$8.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 27.22% |
$79.9K - $91.2K
|
3.04K
$86.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.64KClosed |
$326K - $372K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-5.86KClosed |
$412K - $470K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.3KNew |
$232K - $265K
|
3.3K
$94.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
51.2KNew |
$3.6M - $4.11M
|
51.2K
$1.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-45Closed |
$3.16K - $3.61K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.08KNew |
$217K - $247K
|
3.08K
$88.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9.01KNew |
$633K - $723K
|
9.01K
$258K
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.9KClosed |
$274K - $313K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
231KNew |
$16.2M - $18.5M
|
231K
$6.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-8KClosed |
$562K - $642K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$70.3 - $80.2
|
4.27K
$122K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
750New |
$52.7K - $60.2K
|
750
$21.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-398Closed |
$28K - $31.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
959+ 2.3% |
$67.4K - $77K
|
42.6K
$1.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-196K- 59.12% |
$13.8M - $15.7M
|
135K
$3.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8.93KClosed |
$628K - $717K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.3KNew |
$793K - $905K
|
11.3K
$323K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-98- 19.64% |
$6.89K - $7.86K
|
401
$11.5K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-1.29K- 20.87% |
$90.6K - $103K
|
4.89K
$140K
|
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
39+ 0.98% |
$2.74K - $3.13K
|
4K
$114K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
53+ 25.24% |
$3.73K - $4.25K
|
263
$7.53K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.44KNew |
$101K - $115K
|
1.44K
$41.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.87KClosed |
$342K - $391K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.35% |
$703 - $802
|
2.87K
$82.2K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.56KClosed |
$180K - $205K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
181+ 1.53% |
$12.7K - $14.5K
|
12K
$343K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-420Closed |
$29.5K - $33.7K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10.6K- 90.31% |
$749K - $854K
|
1.14K
$32.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-4.01KClosed |
$282K - $321K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
137+ 4.62% |
$9.63K - $11K
|
3.1K
$88.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.55KClosed |
$179K - $204K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-105KClosed |
$7.4M - $8.44M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.76KClosed |
$194K - $222K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
307K+ 213.5% |
$21.6M - $24.6M
|
450K
$12.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.98K- 3.16% |
$139K - $158K
|
60.5K
$1.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.32K+ 3.53% |
$92.8K - $106K
|
38.7K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.02KClosed |
$71.9K - $82K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
232New |
$16.3K - $18.6K
|
232
$6.64K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4K- 21.39% |
$281K - $321K
|
14.7K
$421K
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
281New |
$19.8K - $22.5K
|
281
$8.05K
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-4.82KClosed |
$339K - $387K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.9KClosed |
$274K - $313K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-448- 5.48% |
$31.5K - $35.9K
|
7.73K
$221K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-505- 1.49% |
$35.5K - $40.5K
|
33.4K
$955K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
36New |
$2.53K - $2.89K
|
36
$1.03K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
440New |
$30.9K - $35.3K
|
440
$12.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.91KClosed |
$134K - $153K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
2.61K+ 97.97% |
$184K - $209K
|
5.27K
$151K
|