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
$1.06B
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
4.9MNew |
$119M - $137M
|
4.9M
$134M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.12MNew |
$27.4M - $31.3M
|
1.12M
$30.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
862KNew |
$21M - $24M
|
862K
$23.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
426K+ 15.81% |
$10.4M - $11.9M
|
3.12M
$85M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
413K+ 3.54% |
$10M - $11.5M
|
12.1M
$329M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
356K+ 8.48% |
$8.67M - $9.93M
|
4.56M
$124M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
319K+ 37.4% |
$7.76M - $8.89M
|
1.17M
$31.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
319K+ 56.55% |
$7.76M - $8.89M
|
883K
$24M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
263K+ 231.31% |
$6.4M - $7.34M
|
377K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
232KNew |
$5.64M - $6.46M
|
232K
$6.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
212K+ 37.62% |
$5.15M - $5.9M
|
775K
$21.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
195K+ 53.84% |
$4.74M - $5.43M
|
557K
$15.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
189K+ 5.3% |
$4.61M - $5.28M
|
3.76M
$102M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
187K+ 13.02% |
$4.55M - $5.21M
|
1.62M
$44.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
184K+ 83.39% |
$4.47M - $5.13M
|
404K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
167KNew |
$4.05M - $4.64M
|
167K
$4.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
161K+ 10.7% |
$3.92M - $4.5M
|
1.67M
$45.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
154K+ 64.11% |
$3.75M - $4.3M
|
395K
$10.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
152K+ 26.42% |
$3.7M - $4.25M
|
729K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
151K+ 17.63% |
$3.66M - $4.19M
|
1M
$27.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
127KNew |
$3.1M - $3.55M
|
127K
$3.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
122KNew |
$2.97M - $3.41M
|
122K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
119K+ 30.02% |
$2.9M - $3.32M
|
516K
$14.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
119KNew |
$2.88M - $3.31M
|
119K
$3.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
119K+ 31.21% |
$2.88M - $3.3M
|
498K
$13.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
114K+ 8.13% |
$2.78M - $3.19M
|
1.52M
$41.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
112K+ 306.07% |
$2.71M - $3.11M
|
148K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
100K+ 7.38% |
$2.44M - $2.79M
|
1.46M
$39.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99.4K+ 11.2% |
$2.42M - $2.77M
|
987K
$26.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
98.1K+ 3.35% |
$2.38M - $2.73M
|
3.03M
$82.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89.1K+ 12.72% |
$2.17M - $2.48M
|
789K
$21.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
88.4K+ 5.11% |
$2.15M - $2.46M
|
1.82M
$49.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
77.8K+ 17.63% |
$1.89M - $2.17M
|
519K
$14.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
77.2K+ 7.66% |
$1.88M - $2.15M
|
1.08M
$29.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
72.1K+ 119.99% |
$1.75M - $2.01M
|
132K
$3.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
70.1K+ 6.21% |
$1.7M - $1.95M
|
1.2M
$32.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
59.2K+ 3.75% |
$1.44M - $1.65M
|
1.64M
$44.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
58.9K+ 292.74% |
$1.43M - $1.64M
|
79K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
58.3KNew |
$1.42M - $1.62M
|
58.3K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
51.9K+ 3.07% |
$1.26M - $1.45M
|
1.74M
$47.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
51K+ 5.68% |
$1.24M - $1.42M
|
950K
$25.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
49.3K+ 41.0% |
$1.2M - $1.37M
|
169K
$4.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
46.9KNew |
$1.14M - $1.31M
|
46.9K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
46.2K+ 30.31% |
$1.12M - $1.29M
|
199K
$5.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.9K+ 18.78% |
$1.12M - $1.28M
|
290K
$7.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
45.5K+ 5.0% |
$1.11M - $1.27M
|
956K
$26M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
45.5K+ 12.73% |
$1.11M - $1.27M
|
403K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
44.9K+ 45.65% |
$1.09M - $1.25M
|
143K
$3.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
44.5K+ 10.27% |
$1.08M - $1.24M
|
478K
$13M
|