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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.8K+ 10.27% |
$698K - $738K
|
277K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
25.6K+ 134.77% |
$693K - $732K
|
44.7K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.4KNew |
$685K - $724K
|
25.4K
$687K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
25.3K+ 13.55% |
$683K - $722K
|
212K
$5.74M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.1K+ 0.31% |
$679K - $717K
|
8.24M
$223M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25K+ 38.59% |
$676K - $714K
|
89.9K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
24.3K+ 2.29% |
$657K - $694K
|
1.09M
$29.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
24.3K+ 10.84% |
$657K - $694K
|
249K
$6.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.3K+ 5.11% |
$655K - $692K
|
499K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
23.6KNew |
$638K - $674K
|
23.6K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.2K+ 5.7% |
$628K - $663K
|
431K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.1K+ 54.72% |
$623K - $658K
|
65.2K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.9K+ 4.17% |
$618K - $653K
|
571K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
22.8K+ 132.59% |
$617K - $651K
|
40K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.7KNew |
$614K - $649K
|
22.7K
$616K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
22.6K+ 33.55% |
$611K - $645K
|
90K
$2.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
22.4K+ 44.02% |
$606K - $640K
|
73.4K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$601K - $635K
|
22.3K
$603K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
22.2K+ 7.37% |
$600K - $634K
|
323K
$8.76M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
21.7K+ 9.07% |
$587K - $620K
|
261K
$7.08M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
21.7K+ 7.78% |
$585K - $618K
|
300K
$8.13M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.4K+ 26.28% |
$578K - $611K
|
103K
$2.79M
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
21.3K+ 66.03% |
$575K - $608K
|
53.5K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
21.2K+ 6.49% |
$573K - $606K
|
348K
$9.44M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
21.2K+ 12.18% |
$573K - $605K
|
195K
$5.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21.1K+ 29.68% |
$569K - $601K
|
92K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21KNew |
$568K - $601K
|
21K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.9K+ 4.7% |
$564K - $596K
|
465K
$12.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20.5K+ 2.89% |
$555K - $586K
|
733K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20.5K+ 2.7% |
$553K - $584K
|
779K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 4.7% |
$544K - $575K
|
449K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.1K+ 12.97% |
$543K - $574K
|
175K
$4.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.1K+ 29.33% |
$543K - $574K
|
88.7K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
20K+ 2.1% |
$541K - $572K
|
974K
$26.4M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.8KNew |
$534K - $564K
|
19.8K
$536K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
19.7KNew |
$533K - $564K
|
19.7K
$535K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
19.6KNew |
$528K - $558K
|
19.6K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.2K+ 62.46% |
$518K - $548K
|
49.9K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.1K+ 7.7% |
$515K - $544K
|
266K
$7.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
19K+ 1699.11% |
$513K - $542K
|
20.1K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
18.9KNew |
$509K - $538K
|
18.9K
$511K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
18.7KNew |
$505K - $534K
|
18.7K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 20.44% |
$505K - $534K
|
110K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.6K+ 3.35% |
$502K - $531K
|
574K
$15.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.6K+ 14.42% |
$502K - $531K
|
148K
$4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.5K+ 5.51% |
$500K - $528K
|
355K
$9.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
18.2K+ 21.35% |
$492K - $520K
|
104K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
18.1K+ 7.18% |
$489K - $516K
|
270K
$7.31M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18K+ 6.97% |
$486K - $514K
|
276K
$7.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
18K+ 3.95% |
$485K - $513K
|
473K
$12.8M
|