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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
38.9MNew |
$946M - $1.08B
|
38.9M
$1.07B
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
4.9MNew |
$119M - $137M
|
4.9M
$135M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.18M+ 24.05% |
$53.1M - $60.9M
|
11.3M
$310M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
1.16M+ 3673.01% |
$28.3M - $32.4M
|
1.2M
$32.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.12MNew |
$27.4M - $31.3M
|
1.12M
$30.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.08M+ 5.97% |
$26.3M - $30.2M
|
19.2M
$528M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
892K+ 135.2% |
$21.7M - $24.9M
|
1.55M
$42.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
862KNew |
$21M - $24M
|
862K
$23.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
854K+ 15.57% |
$20.8M - $23.8M
|
6.34M
$174M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
835KNew |
$20.3M - $23.3M
|
835K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
820KNew |
$19.9M - $22.9M
|
820K
$22.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
805K+ 90.84% |
$19.6M - $22.4M
|
1.69M
$46.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
799K+ 2690.06% |
$19.4M - $22.3M
|
829K
$22.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
796K+ 2.88% |
$19.4M - $22.2M
|
28.4M
$781M
|
|
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
787KNew |
$19.1M - $21.9M
|
787K
$21.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Charles Schwab Trust Bank
Henderson, NV |
BUY
|
- |
694K+ 24.04% |
$16.9M - $19.3M
|
3.58M
$98.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
680KNew |
$16.5M - $19M
|
680K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
625K+ 50.23% |
$15.2M - $17.4M
|
1.87M
$51.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
543KNew |
$13.2M - $15.1M
|
543K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
457K+ 21.94% |
$11.1M - $12.7M
|
2.54M
$69.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
431K+ 1.11% |
$10.5M - $12M
|
39.2M
$1.08B
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
426K+ 15.81% |
$10.4M - $11.9M
|
3.12M
$85.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
413K+ 3.54% |
$10M - $11.5M
|
12.1M
$332M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
412K+ 245.27% |
$10M - $11.5M
|
580K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
378KNew |
$9.18M - $10.5M
|
378K
$10.4M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
368KNew |
$8.95M - $10.3M
|
368K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
356K+ 8.48% |
$8.67M - $9.93M
|
4.56M
$125M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
352KNew |
$8.57M - $9.82M
|
352K
$9.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
328K+ 33.16% |
$7.99M - $9.15M
|
1.32M
$36.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
319K+ 37.4% |
$7.76M - $8.89M
|
1.17M
$32.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
319K+ 56.55% |
$7.76M - $8.89M
|
883K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
306K+ 161.92% |
$7.45M - $8.53M
|
495K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
286K+ 4.19% |
$6.94M - $7.96M
|
7.1M
$195M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
285K+ 15.59% |
$6.93M - $7.94M
|
2.11M
$58.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
263K+ 231.31% |
$6.4M - $7.34M
|
377K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
258K+ 24.06% |
$6.26M - $7.18M
|
1.33M
$36.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
245K+ 286.1% |
$5.96M - $6.83M
|
331K
$9.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
244KNew |
$5.93M - $6.8M
|
244K
$6.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
242K+ 5.53% |
$5.9M - $6.76M
|
4.63M
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
241K+ 51.4% |
$5.85M - $6.7M
|
709K
$19.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
232KNew |
$5.64M - $6.46M
|
232K
$6.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
214K+ 4.31% |
$5.21M - $5.97M
|
5.19M
$143M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
212K+ 37.62% |
$5.15M - $5.9M
|
775K
$21.3M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
211KNew |
$5.14M - $5.89M
|
211K
$5.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
195K+ 53.84% |
$4.74M - $5.43M
|
557K
$15.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
189K+ 5.3% |
$4.61M - $5.28M
|
3.76M
$103M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
187K+ 13.02% |
$4.55M - $5.21M
|
1.62M
$44.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
186K+ 3.16% |
$4.51M - $5.17M
|
6.06M
$166M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
184K+ 83.39% |
$4.47M - $5.13M
|
404K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
183K+ 1.18% |
$4.45M - $5.1M
|
15.7M
$431M
|