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 06, 2020
Q2 2020
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-16.8KClosed |
$734K - $952K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-358Closed |
$15.6K - $20.2K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-6.46KClosed |
$281K - $365K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-565Closed |
$24.6K - $31.9K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Domani Wealth, LLC
|
SELL
|
- |
-12.8KClosed |
$558K - $723K
|
0
$0
|
|
Q1 2020 | |||||||
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-11KClosed |
$435K - $652K
|
0
$0
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-18.4KClosed |
$727K - $1.09M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.42KClosed |
$135K - $203K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.36KClosed |
$172K - $258K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-13.1KClosed |
$517K - $776K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-35.7KClosed |
$1.41M - $2.11M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.19KClosed |
$47K - $70.5K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-6.43KClosed |
$254K - $381K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-67.6KClosed |
$2.67M - $4.01M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-73Closed |
$2.88K - $4.33K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.7KClosed |
$146K - $219K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-4.19KClosed |
$165K - $248K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-4.15KClosed |
$164K - $246K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Leuthold Group, LLC
|
SELL
|
- |
-3.75KClosed |
$198K - $218K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-781Closed |
$41.3K - $45.4K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-33.5KClosed |
$1.77M - $1.95M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-11.9KClosed |
$631K - $694K
|
0
$0
|
|
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 | |||||||
Dec 19, 2024
Q1 2019
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-595Closed |
N/A
|
0
$0
|
|
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
|
|
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
|