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 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.04K+ 17.44% |
$465K - $514K
|
40.7K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
90+ 5.52% |
$6.93K - $7.66K
|
1.72K
$49.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.3K+ 12.82% |
$1.26M - $1.39M
|
144K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25.7K+ 49.17% |
$1.98M - $2.19M
|
78.1K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29.7K+ 12.97% |
$2.29M - $2.53M
|
259K
$7.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.56K+ 1.43% |
$197K - $218K
|
182K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-494- 2.12% |
$38K - $42K
|
22.8K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-12- 0.33% |
$924 - $1.02K
|
3.59K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
3.57K+ 5.74% |
$275K - $304K
|
65.8K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.44K- 4.42% |
$111K - $122K
|
31.1K
$891K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
4.88KNew |
$376K - $415K
|
4.88K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.04K- 1.7% |
$80.2K - $88.5K
|
60.3K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.15K- 16.78% |
$88.8K - $98.1K
|
5.72K
$164K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.78KNew |
$291K - $322K
|
3.78K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
10.7K+ 6.71% |
$826K - $912K
|
170K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
881+ 13.36% |
$67.9K - $74.9K
|
7.47K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-291- 0.57% |
$22.4K - $24.8K
|
50.6K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 9.73% |
$2.69M - $2.97M
|
394K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
71.1KNew |
$5.48M - $6.05M
|
71.1K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-287- 3.09% |
$22.1K - $24.4K
|
9.02K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18.7K+ 60.34% |
$1.44M - $1.59M
|
49.7K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.63K- 3.95% |
$202K - $224K
|
64K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
165+ 13.41% |
$12.7K - $14K
|
1.4K
$39.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
300+ 5.18% |
$23.1K - $25.5K
|
6.09K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 0.7% |
$4.08K - $4.51K
|
7.49K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.61K- 21.13% |
$124K - $137K
|
6.01K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.27K- 6.8% |
$98K - $108K
|
17.4K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.1K+ 28.16% |
$85K - $93.9K
|
5.03K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.49K- 1.54% |
$500K - $552K
|
415K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-10.9K- 25.71% |
$837K - $924K
|
31.4K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-384- 7.12% |
$29.6K - $32.7K
|
5.01K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.9K- 29.01% |
$146K - $162K
|
4.66K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.3K+ 1.55% |
$6.96M - $7.68M
|
5.91M
$169M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.52K+ 2.97% |
$194K - $214K
|
87.2K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18.7K+ 10.37% |
$1.44M - $1.59M
|
200K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-50- 1.22% |
$3.85K - $4.25K
|
4.06K
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18K+ 160.44% |
$1.39M - $1.53M
|
29.3K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.57K- 9.42% |
$429K - $473K
|
53.5K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-23.7K- 8.69% |
$1.82M - $2.01M
|
249K
$7.12M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-33- 0.82% |
$2.54K - $2.81K
|
3.97K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2+ 0.03% |
$154 - $170
|
7.83K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.76K- 14.14% |
$289K - $319K
|
22.8K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.13K- 5.02% |
$472K - $521K
|
116K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6- 0.11% |
$462 - $510
|
5.55K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7+ 0.05% |
$539 - $595
|
12.9K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.61K+ 0.54% |
$124K - $137K
|
301K
$8.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
964+ 8.36% |
$74.2K - $82K
|
12.5K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
5.25K+ 104.37% |
$405K - $447K
|
10.3K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
533K+ 211.77% |
$41M - $45.3M
|
784K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
139+ 6.74% |
$10.7K - $11.8K
|
2.2K
$63K
|