Latest Institutional Purchases of Schwab Strategic Tr Us Dividen (SCHD)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Dividen (SCHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
13.4K+ 75.26% |
$1M - $1.08M
|
31.2K
$867K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
CALL |
10KNew |
$749K - $809K
|
10K
$278K
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
3.88KNew |
$291K - $314K
|
3.88K
$108K
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
2.8KNew |
$210K - $226K
|
2.8K
$77.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.5KNew |
$187K - $202K
|
2.5K
$69.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
606New |
$45.4K - $49K
|
606
$16.9K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
330New |
$24.7K - $26.7K
|
330
$9.18K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
295New |
$22.1K - $23.9K
|
295
$8.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
91New |
$6.82K - $7.36K
|
91
$2.53K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
64New |
$4.8K - $5.18K
|
64
$1.78K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
24.9KNew |
$1.85M - $1.95M
|
24.9K
$693K
|
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
1.6K+ 12.28% |
$119K - $125K
|
14.6K
$407K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
20New |
$1.48K - $1.56K
|
20
$556
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
44.1KNew |
$3.24M - $3.43M
|
44.1K
$1.23M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.06KNew |
$371K - $393K
|
5.06K
$141K
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
566New |
$41.5K - $43.9K
|
566
$15.7K
|
|
|
Jul 16, 2021
Q2 2021
|
Riverview Trust CO
|
BUY
|
- |
400New |
$29.3K - $31.1K
|
400
$11.1K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
9.28KNew |
$508K - $605K
|
9.28K
$258K
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
2.75KNew |
$150K - $179K
|
2.75K
$76.4K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.98KNew |
$109K - $129K
|
1.98K
$55.1K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
27.1KNew |
$1.37M - $1.59M
|
27.1K
$754K
|
|
|
Nov 12, 2020
Q3 2020
|
Corundum Group, Inc.
|
BUY
|
- |
3.74KNew |
$188K - $219K
|
3.74K
$104K
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
39New |
$1.96K - $2.28K
|
39
$1.08K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
130+ 0.23% |
$5.66K - $7.35K
|
56.3K
$1.57M
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13.3KNew |
$704K - $774K
|
13.3K
$370K
|
|
| Q4 2018 | |||||||
|
Feb 01, 2019
Q4 2018
|
Sanchez Wealth Management Group
|
BUY
|
- |
5.28KNew |
N/A
|
5.28K
$147K
|
|
| Q1 2018 | |||||||
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
55+ 23.91% |
N/A
|
285
$7.93K
|
|
| Q3 2017 | |||||||
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
5.81KNew |
N/A
|
5.81K
$162K
|
|