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 |
---|---|---|---|---|---|---|---|
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
$675K
|
|
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
$1.2M
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-18.9KClosed |
$1.38M - $1.47M
|
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 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.06KNew |
$371K - $393K
|
5.06K
$137K
|
|
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
$10.8K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.55KClosed |
$224K - $261K
|
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 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-10Closed |
$548 - $652
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-6.31KClosed |
$346K - $411K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.98KNew |
$109K - $129K
|
1.98K
$53.7K
|
|
Jan 22, 2021
Q4 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-3.73K- 50.0% |
$205K - $243K
|
3.73K
$101K
|
|
Jan 19, 2021
Q4 2020
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3.73KClosed |
$204K - $243K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
9.28KNew |
$508K - $605K
|
9.28K
$251K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-108KClosed |
$5.46M - $6.34M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-10Closed |
$504 - $585
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.01K- 11.77% |
$50.7K - $58.9K
|
7.55K
$204K
|
|
Nov 13, 2020
Q3 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-138Closed |
$6.95K - $8.08K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Corundum Group, Inc.
|
BUY
|
- |
3.74KNew |
$188K - $219K
|
3.74K
$101K
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
39New |
$1.96K - $2.28K
|
39
$1.06K
|
|
Nov 12, 2020
Q3 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-325Closed |
$16.4K - $19K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-359Closed |
$18.1K - $21K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
27.1KNew |
$1.37M - $1.59M
|
27.1K
$735K
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-177Closed |
$8.92K - $10.4K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Cypress Capital Group
|
SELL
|
- |
-7.25KClosed |
$365K - $424K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
130+ 0.23% |
$5.66K - $7.35K
|
56.3K
$1.53M
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.7KClosed |
$1.03M - $1.34M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.22KClosed |
$53.3K - $69.1K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
American Money Management, LLC
|
SELL
|
- |
-6.71KClosed |
$292K - $379K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.47MClosed |
$64M - $83M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-400Closed |
$17.4K - $22.6K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-4.58KClosed |
$199K - $259K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-8Closed |
$348 - $452
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.55KClosed |
$416K - $539K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-8.19KClosed |
$357K - $463K
|
0
$0
|