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
|
Meridian Wealth Management, LLC
|
BUY
|
- |
84.8KNew |
$6.53M - $7.22M
|
84.8K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9.97K+ 2.44% |
$768K - $848K
|
419K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-15.2K- 9.13% |
$1.17M - $1.29M
|
151K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1K- 1.73% |
$77.1K - $85.1K
|
57K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.71KNew |
$286K - $316K
|
3.71K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.43K+ 57.5% |
$341K - $377K
|
12.1K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
83+ 1.21% |
$6.39K - $7.06K
|
6.94K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-395- 3.81% |
$30.4K - $33.6K
|
9.97K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-47- 1.49% |
$3.62K - $4K
|
3.1K
$88.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.51K+ 3.3% |
$193K - $214K
|
78.6K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
206+ 1.96% |
$15.9K - $17.5K
|
10.7K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-968- 2.48% |
$74.6K - $82.3K
|
38.1K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
16.8K+ 50.4% |
$1.29M - $1.43M
|
50.1K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
10+ 0.27% |
$770 - $851
|
3.75K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.56K- 7.15% |
$582K - $643K
|
98.2K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33.3KNew |
$2.56M - $2.83M
|
33.3K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.7K- 23.98% |
$208K - $230K
|
8.56K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.23K- 49.49% |
$248K - $274K
|
3.29K
$94.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-39.6K- 90.05% |
$3.05M - $3.37M
|
4.37K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.08M- 98.78% |
$237M - $262M
|
37.9K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-557- 3.2% |
$42.9K - $47.4K
|
16.8K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.78K+ 3.4% |
$137K - $152K
|
54.2K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
42.5K+ 5.36% |
$3.27M - $3.61M
|
835K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.9K+ 4.4% |
$3.84M - $4.24M
|
1.18M
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$888
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17K+ 19.55% |
$1.31M - $1.45M
|
104K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
44.4K+ 28.03% |
$3.42M - $3.78M
|
203K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.93K+ 38.04% |
$149K - $165K
|
7.02K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
500+ 7.61% |
$38.5K - $42.5K
|
7.07K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
186+ 0.22% |
$14.3K - $15.8K
|
85.1K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-122K- 2.46% |
$9.4M - $10.4M
|
4.84M
$139M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-639- 5.94% |
$49.2K - $54.4K
|
10.1K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.18K+ 12.89% |
$90.6K - $100K
|
10.3K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
7.88K+ 7.7% |
$607K - $670K
|
110K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-216- 0.45% |
$16.6K - $18.4K
|
47.5K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.3K+ 0.97% |
$177K - $195K
|
238K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
57.5K+ 3.77% |
$4.43M - $4.89M
|
1.59M
$45.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13- 0.02% |
$1K - $1.11K
|
77.6K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
245+ 9.17% |
$18.9K - $20.8K
|
2.92K
$83.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
287K+ 250.05% |
$22.1M - $24.4M
|
402K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.25KNew |
$404K - $447K
|
5.25K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-313- 11.34% |
$24.1K - $26.6K
|
2.45K
$70.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1+ 0.85% |
$77 - $85.1
|
119
$3.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
32.6KNew |
$2.51M - $2.77M
|
32.6K
$933K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.38K+ 5.09% |
$492K - $543K
|
132K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
622+ 4.79% |
$47.9K - $52.9K
|
13.6K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
148K+ 139.36% |
$11.4M - $12.6M
|
254K
$7.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.8K- 26.2% |
$370K - $409K
|
13.5K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.97K+ 4.38% |
$229K - $253K
|
70.8K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.47K- 28.45% |
$267K - $295K
|
8.73K
$250K
|