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 10, 2020
Q4 2019
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-26KClosed |
$1.37M - $1.51M
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.65KClosed |
$193K - $212K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.08KClosed |
$222K - $228K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-143Closed |
$7.78K - $7.97K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.14KClosed |
$62K - $63.5K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-25Closed |
$1.36K - $1.39K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.11KClosed |
$115K - $117K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-5.65KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.1KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-26.2KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Washington Trust Bank
|
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.2KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-923Closed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Q3 Asset Management
|
SELL
|
- |
-82.3KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sanchez Wealth Management Group
|
BUY
|
- |
5.28KNew |
N/A
|
5.28K
$151K
|
|
|
Jan 25, 2019
Q4 2018
|
Bell Rock Capital LLC
|
SELL
|
- |
-719Closed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Fusion Family Wealth LLC
|
SELL
|
- |
-16Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-423Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-59.4KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-280Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-176Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Bahl & Gaynor Inc
|
SELL
|
- |
-6.7KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Sageworth Trust CO
|
SELL
|
- |
-312Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-72.9KClosed |
N/A
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
55+ 23.91% |
N/A
|
285
$8.16K
|
|
| Q4 2017 | |||||||
|
Mar 12, 2021
Q4 2017
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.21KClosed |
N/A
|
0
$0
|
|
|
Mar 02, 2018
Q4 2017
|
Aldebaran Financial Inc.
|
SELL
|
- |
-19.4KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-110KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.89KClosed |
N/A
|
0
$0
|
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
5.81KNew |
N/A
|
5.81K
$166K
|
|