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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
344K+ 32.67% |
$9.29M - $9.81M
|
1.4M
$38.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
233K+ 2394.12% |
$6.31M - $6.66M
|
243K
$6.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
157K+ 205.15% |
$4.23M - $4.47M
|
233K
$6.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
150K+ 101.92% |
$4.05M - $4.28M
|
297K
$8.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
136K+ 112922.5% |
$3.66M - $3.87M
|
136K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
133K+ 298.51% |
$3.59M - $3.79M
|
177K
$4.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
123K+ 2.29% |
$3.31M - $3.5M
|
5.49M
$151M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
105K+ 13.35% |
$2.82M - $2.98M
|
888K
$24.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
77.4K+ 17.99% |
$2.09M - $2.21M
|
508K
$14M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
76.4K+ 5.25% |
$2.06M - $2.18M
|
1.53M
$42.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
73.9K+ 4.82% |
$2M - $2.11M
|
1.61M
$44.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
54.4KNew |
$1.47M - $1.55M
|
54.4K
$1.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51.3K+ 2.54% |
$1.39M - $1.47M
|
2.07M
$57.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
48.2K+ 6.42% |
$1.3M - $1.37M
|
798K
$22M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
44.9K+ 76.92% |
$1.21M - $1.28M
|
103K
$2.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
43K+ 257.94% |
$1.16M - $1.23M
|
59.6K
$1.64M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
38.3K+ 13.86% |
$1.03M - $1.09M
|
315K
$8.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
38K+ 2.47% |
$1.03M - $1.09M
|
1.58M
$43.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
34.2K+ 16.55% |
$923K - $975K
|
241K
$6.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
32K+ 14.44% |
$863K - $912K
|
253K
$6.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
30.1K+ 6.14% |
$812K - $858K
|
519K
$14.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28.7K+ 31.34% |
$776K - $819K
|
120K
$3.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
26.2KNew |
$709K - $749K
|
26.2K
$724K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26.1K+ 15.56% |
$706K - $746K
|
194K
$5.36M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
23.6K+ 3.87% |
$638K - $674K
|
634K
$17.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
22.2K+ 7.37% |
$600K - $634K
|
323K
$8.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
21.6K+ 20.04% |
$583K - $616K
|
129K
$3.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20.5K+ 2.89% |
$555K - $586K
|
733K
$20.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
20.3K+ 7.93% |
$548K - $580K
|
276K
$7.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
20K+ 2.1% |
$541K - $572K
|
974K
$26.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 31.79% |
$536K - $566K
|
82.3K
$2.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
18.6K+ 8.84% |
$503K - $531K
|
229K
$6.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
16.9K+ 29.25% |
$456K - $482K
|
74.6K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
16.5K+ 2.86% |
$446K - $471K
|
595K
$16.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.9K+ 5.04% |
$429K - $454K
|
331K
$9.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
14.4K+ 1.96% |
$388K - $410K
|
747K
$20.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6K+ 3.65% |
$340K - $359K
|
357K
$9.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12.4K+ 6.05% |
$335K - $354K
|
217K
$5.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.9K+ 43.15% |
$321K - $339K
|
39.4K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.8K+ 10.19% |
$319K - $337K
|
128K
$3.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
11.1KNew |
$301K - $318K
|
11.1K
$307K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
10.3K+ 8.02% |
$278K - $294K
|
139K
$3.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9.88K+ 2.39% |
$267K - $282K
|
424K
$11.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.1K+ 22.99% |
$246K - $260K
|
48.7K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.39KNew |
$227K - $239K
|
8.39K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.25KNew |
$223K - $235K
|
8.25K
$228K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.14K+ 4.91% |
$220K - $232K
|
174K
$4.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7.26KNew |
$196K - $207K
|
7.26K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.11K+ 0.25% |
$138K - $146K
|
2.02M
$55.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
5.02K+ 3.05% |
$136K - $143K
|
169K
$4.67M
|