Latest Institutional Transactions on Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-10
Closed
$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 $206K
Nov 13, 2020 Q3 2020
Zions Bancorporation, N.A.

SELL
 -
-138
Closed
$6.95K - $8.08K
0 $0
Nov 12, 2020 Q3 2020
Corundum Group, Inc.

BUY
 -
3.74K
New
$188K - $219K
3.74K $102K
Nov 12, 2020 Q3 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-325
Closed
$16.4K - $19K
0 $0
Oct 27, 2020 Q3 2020
Financial Advantage, Inc.

SELL
 -
-359
Closed
$18.1K - $21K
0 $0
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
27.1K
New
$1.37M - $1.59M
27.1K $739K
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-177
Closed
$8.92K - $10.4K
0 $0
Oct 08, 2020 Q3 2020
Cypress Capital Group

SELL
 -
-7.25K
Closed
$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 13, 2020 Q2 2020
Elmwood Wealth Management, Inc.

SELL
 -
-1.22K
Closed
$53.3K - $69.1K
0 $0
Aug 13, 2020 Q2 2020
American Money Management, LLC

SELL
 -
-6.71K
Closed
$292K - $379K
0 $0
Aug 13, 2020 Q2 2020
Alliancebernstein L.P.

New York, NY
SELL
 -
-1.47M
Closed
$64M - $83M
0 $0
Aug 13, 2020 Q2 2020
Vectors Research Management, LLC

New York, NY
SELL
 -
-400
Closed
$17.4K - $22.6K
0 $0
Aug 13, 2020 Q2 2020
Cmc Financial Group

Atlanta, GA
SELL
 -
-4.58K
Closed
$199K - $259K
0 $0
Aug 12, 2020 Q2 2020
Inspire Investing, LLC

Meridian, ID
SELL
 -
-8
Closed
$348 - $452
0 $0
Aug 11, 2020 Q2 2020
Waldron Private Wealth LLC

SELL
 -
-9.55K
Closed
$416K - $539K
0 $0
Aug 06, 2020 Q2 2020
Strategic Capital Advisers, Inc.

SELL
 -
-16.8K
Closed
$734K - $952K
0 $0
Aug 05, 2020 Q2 2020
Burt Wealth Advisors

SELL
 -
-358
Closed
$15.6K - $20.2K
0 $0
Jul 29, 2020 Q2 2020
Orser Capital Management, LLC

SELL
 -
-6.46K
Closed
$281K - $365K
0 $0
Jul 24, 2020 Q2 2020
Domani Wealth, LLC

SELL
 -
-12.8K
Closed
$558K - $723K
0 $0
Q1 2020
Dec 12, 2024 Q1 2020
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
SELL
 -
-11K
Closed
$435K - $652K
0 $0
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-18.4K
Closed
$727K - $1.09M
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-3.42K
Closed
$135K - $203K
0 $0
May 13, 2020 Q1 2020
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-4.36K
Closed
$172K - $258K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-13.1K
Closed
$517K - $776K
0 $0
May 13, 2020 Q1 2020
Credit Suisse Ag

Zurich, V8
SELL
 -
-35.7K
Closed
$1.41M - $2.11M
0 $0
May 12, 2020 Q1 2020
Icw Investment Advisors LLC

Scottsdale, AZ
SELL
 -
-1.19K
Closed
$47K - $70.5K
0 $0
May 01, 2020 Q1 2020
Main Street Research LLC

Sausalito, CA
SELL
 -
-6.43K
Closed
$254K - $381K
0 $0
Apr 30, 2020 Q1 2020
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-67.6K
Closed
$2.67M - $4.01M
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-73
Closed
$2.88K - $4.33K
0 $0
Apr 28, 2020 Q1 2020
Franklin, Parlapiano, Turner & Welch, LLC

SELL
 -
-3.7K
Closed
$146K - $219K
0 $0
Apr 24, 2020 Q1 2020
Chicago Wealth Management, Inc.

Chicago, IL
SELL
 -
-4.19K
Closed
$165K - $248K
0 $0
Apr 24, 2020 Q1 2020
Zeke Capital Advisors, LLC

Berwyn, PA
SELL
 -
-4.15K
Closed
$164K - $246K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-781
Closed
$41.3K - $45.4K
0 $0
Feb 11, 2020 Q4 2019
Bhk Investment Advisors, LLC

SELL
 -
-33.5K
Closed
$1.77M - $1.95M
0 $0
Feb 10, 2020 Q4 2019
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-26K
Closed
$1.37M - $1.51M
0 $0
Jan 23, 2020 Q4 2019
Stokes Capital Advisors, LLC

SELL
 -
-3.65K
Closed
$193K - $212K
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-4.08K
Closed
$222K - $228K
0 $0
Nov 07, 2019 Q3 2019
Fieldpoint Private Securities, LLC

SELL
 -
-143
Closed
$7.78K - $7.97K
0 $0
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-1.14K
Closed
$62K - $63.5K
0 $0
Oct 31, 2019 Q3 2019
Arcus Capital Partners, LLC

SELL
 -
-25
Closed
$1.36K - $1.39K
0 $0
Oct 25, 2019 Q3 2019
Fny Investment Advisers, LLC

SELL
 -
-2.11K
Closed
$115K - $117K
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Capital Directions Investment Advisors, LLC

SELL
 -
-500
Closed
N/A
0 $0
Aug 14, 2019 Q2 2019
Little House Capital LLC

Braintree, MA
SELL
 -
-300
Closed
N/A
0 $0
Aug 13, 2019 Q2 2019
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-5.65K
Closed
N/A
0 $0
Aug 02, 2019 Q2 2019
Occidental Asset Management, LLC

SELL
 -
-9.1K
Closed
N/A
0 $0
Jul 29, 2019 Q2 2019
Hwg Holdings LP

Houston, TX
SELL
 -
-21
Closed
N/A
0 $0
Jul 23, 2019 Q2 2019
Northwest Wealth Management, LLC

SELL
 -
-90
Closed
N/A
0 $0

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