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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
26.1K+ 2.21% |
$2.01M - $2.22M
|
1.21M
$34.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
260+ 0.9% |
$20K - $22.1K
|
29K
$831K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-637- 8.6% |
$49.1K - $54.2K
|
6.77K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 3.57% |
$1.53M - $1.69M
|
575K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
50.6K+ 4.7% |
$3.89M - $4.3M
|
1.13M
$32.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
3.14K+ 9.54% |
$242K - $267K
|
36.1K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.44K- 2.9% |
$342K - $378K
|
149K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.5K+ 11.53% |
$270K - $298K
|
33.9K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
4.54K+ 25.38% |
$350K - $386K
|
22.4K
$642K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30.6K+ 5.96% |
$2.36M - $2.61M
|
544K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.5K- 1.94% |
$964K - $1.07M
|
632K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
76+ 1.76% |
$5.85K - $6.46K
|
4.38K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
535+ 2.99% |
$41.2K - $45.5K
|
18.4K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
678New |
$52.2K - $57.7K
|
678
$19.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-590- 2.04% |
$45.4K - $50.2K
|
28.3K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.85KNew |
$373K - $412K
|
4.85K
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.3K+ 15.11% |
$177K - $196K
|
17.5K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11.2K+ 10.38% |
$862K - $952K
|
119K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.58K+ 18.34% |
$275K - $304K
|
23.1K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
12.9KNew |
$994K - $1.1M
|
12.9K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-7.1K- 25.54% |
$547K - $604K
|
20.7K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.49KNew |
$192K - $212K
|
2.49K
$71.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.07K- 11.33% |
$82.3K - $90.9K
|
8.37K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.54K+ 65.3% |
$196K - $216K
|
6.44K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.12K- 4.2% |
$85.9K - $94.8K
|
25.5K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
197K+ 4.0% |
$15.2M - $16.8M
|
5.12M
$147M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-80- 22.54% |
$6.16K - $6.8K
|
275
$7.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
360+ 0.63% |
$27.7K - $30.6K
|
57.1K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
12K+ 7.87% |
$927K - $1.02M
|
165K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-320- 0.14% |
$24.6K - $27.2K
|
221K
$6.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.8K+ 17.93% |
$987K - $1.09M
|
84.3K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.12K+ 2.43% |
$164K - $181K
|
89.6K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.6KNew |
$354K - $391K
|
4.6K
$132K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50.1K+ 3.29% |
$3.86M - $4.27M
|
1.57M
$45.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
150K+ 204.87% |
$11.6M - $12.8M
|
223K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-23- 0.85% |
$1.77K - $1.96K
|
2.67K
$76.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.35K+ 1.3% |
$181K - $200K
|
184K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.07% |
$154 - $170
|
2.96K
$84.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.11K- 16.33% |
$163K - $179K
|
10.8K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50.5KNew |
$3.89M - $4.3M
|
50.5K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-323- 3.64% |
$24.9K - $27.5K
|
8.54K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27+ 0.85% |
$2.08K - $2.3K
|
3.21K
$91.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.6K- 0.07% |
$200K - $221K
|
3.93M
$113M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.3K+ 8.45% |
$1.25M - $1.39M
|
209K
$5.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-610- 11.29% |
$47K - $51.9K
|
4.8K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
108+ 4.02% |
$8.32K - $9.19K
|
2.79K
$80K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.65K+ 65.16% |
$204K - $225K
|
6.71K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.8K+ 75.76% |
$292K - $323K
|
8.81K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-191- 2.45% |
$14.7K - $16.2K
|
7.61K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 3.0% |
$7.79M - $8.6M
|
3.27M
$93.6M
|