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 |
|---|---|---|---|---|---|---|---|
|
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
$7.85K
|
|
| 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
$160K
|
|