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 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-9.3KClosed |
$654K - $746K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
137KNew |
$9.61M - $11M
|
137K
$3.91M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
145+ 5.26% |
$10.2K - $11.6K
|
2.9K
$83K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-135- 1.0% |
$9.49K - $10.8K
|
13.3K
$381K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.61KNew |
$113K - $129K
|
1.61K
$46K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
4.32K+ 1.18% |
$303K - $346K
|
371K
$10.6M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-130- 94.2% |
$9.14K - $10.4K
|
8
$229
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.95K- 67.82% |
$629K - $718K
|
4.25K
$122K
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 97.4% |
$98.7K - $108K
|
35
$1K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.29K+ 286.0% |
$172K - $187K
|
3.09K
$88.4K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
50New |
$3.76K - $4.1K
|
50
$1.43K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-3.66KClosed |
$275K - $299K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-9KClosed |
$676K - $737K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-262Closed |
$19.7K - $21.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-410Closed |
$30.8K - $33.6K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.07KClosed |
$156K - $170K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.91KClosed |
$369K - $402K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$7.51K - $8.19K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.95KClosed |
$146K - $159K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.85KClosed |
$440K - $479K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.8KClosed |
$210K - $229K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
13+ 0.42% |
$977 - $1.07K
|
3.11K
$89.1K
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-16.6KClosed |
$1.25M - $1.36M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-20.7KClosed |
$1.56M - $1.7M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-16Closed |
$1.2K - $1.31K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.23KClosed |
$167K - $183K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.1KClosed |
$82.7K - $90.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1Closed |
$75.1 - $81.9
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$101K - $111K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.77KClosed |
$133K - $145K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
650+ 6.93% |
$48.8K - $53.3K
|
10K
$287K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
650New |
$48.8K - $53.3K
|
650
$18.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
3.25KNew |
$244K - $266K
|
3.25K
$93K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-65Closed |
$4.88K - $5.33K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
16.2K+ 50.9% |
$1.22M - $1.33M
|
48K
$1.37M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.38KClosed |
$254K - $277K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-120KClosed |
$9.02M - $9.84M
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-2.52KClosed |
$189K - $206K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-975Closed |
$73.3K - $79.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
330New |
$24.7K - $26.7K
|
330
$9.45K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
13.4K+ 75.26% |
$1M - $1.08M
|
31.2K
$893K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
91New |
$6.82K - $7.36K
|
91
$2.61K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-757Closed |
$56.7K - $61.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-23.3KClosed |
$1.75M - $1.89M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.5KNew |
$187K - $202K
|
2.5K
$71.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
64New |
$4.8K - $5.18K
|
64
$1.83K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.77KClosed |
$282K - $305K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-3.3KClosed |
$248K - $267K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-75Closed |
$5.62K - $6.06K
|
0
$0
|
|