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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
606New |
$45.4K - $49K
|
606
$17.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.99K- 45.74% |
$224K - $242K
|
3.55K
$102K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-56.2KClosed |
$4.21M - $4.54M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-40Closed |
$3K - $3.23K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
CALL |
10KNew |
$749K - $809K
|
10K
$286K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-140Closed |
$10.5K - $11.3K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-31.1KClosed |
$2.33M - $2.51M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
3.88KNew |
$291K - $314K
|
3.88K
$111K
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
2.8KNew |
$210K - $226K
|
2.8K
$80.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-11.6KClosed |
$869K - $938K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
295New |
$22.1K - $23.9K
|
295
$8.45K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-352Closed |
$26.1K - $27.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-106KClosed |
$7.9M - $8.31M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.67KClosed |
$198K - $208K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
1.6K+ 12.28% |
$119K - $125K
|
14.6K
$419K
|
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-300- 8.57% |
$22.3K - $23.4K
|
3.2K
$91.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-229- 18.63% |
$17K - $17.9K
|
1K
$28.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
20New |
$1.48K - $1.56K
|
20
$573
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-16.3KClosed |
$1.21M - $1.27M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.8KClosed |
$1.1M - $1.15M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.71KClosed |
$201K - $212K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.95KClosed |
$219K - $230K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
24.9KNew |
$1.85M - $1.95M
|
24.9K
$714K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-890Closed |
$66.1K - $69.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
44.1KNew |
$3.24M - $3.43M
|
44.1K
$1.26M
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-18.9KClosed |
$1.38M - $1.47M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.58KClosed |
$336K - $356K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.93KClosed |
$142K - $150K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
SELL
|
- |
-3.3KClosed |
$242K - $256K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-7.91KClosed |
$580K - $614K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-270Closed |
$19.8K - $21K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-250Closed |
$18.3K - $19.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.19KClosed |
$160K - $170K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
566New |
$41.5K - $43.9K
|
566
$16.2K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.06KNew |
$371K - $393K
|
5.06K
$145K
|
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-65Closed |
$4.77K - $5.05K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Riverview Trust CO
|
BUY
|
- |
400New |
$29.3K - $31.1K
|
400
$11.5K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.55KClosed |
$224K - $261K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-144Closed |
$9.11K - $10.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.58K - $1.84K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-399Closed |
$25.2K - $29.4K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.07KClosed |
$194K - $226K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
SELL
|
- |
-200Closed |
$12.6K - $14.7K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-289Closed |
$18.3K - $21.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 08, 2022
Q4 2020
|
Jvl Associates LLC
|
SELL
|
- |
-5KClosed |
$274K - $326K
|
0
$0
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-4.65KClosed |
$255K - $303K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-63Closed |
$3.45K - $4.11K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
2.75KNew |
$150K - $179K
|
2.75K
$78.6K
|
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-158Closed |
$8.66K - $10.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-10Closed |
$548 - $652
|
0
$0
|
|