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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.7KNew |
$208K - $229K
|
2.7K
$75K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.66K+ 11.02% |
$205K - $226K
|
26.8K
$746K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.66K+ 5.78% |
$205K - $226K
|
48.7K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.65K+ 65.16% |
$204K - $225K
|
6.71K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.62K+ 2.13% |
$201K - $222K
|
125K
$3.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 5.55% |
$201K - $222K
|
49.5K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.58KNew |
$199K - $220K
|
2.58K
$71.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.58K+ 21.28% |
$198K - $219K
|
14.7K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
2.58KNew |
$198K - $219K
|
2.58K
$71.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.58K+ 0.92% |
$198K - $219K
|
283K
$7.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.57KNew |
$198K - $219K
|
2.57K
$71.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.57K+ 97.6% |
$198K - $218K
|
5.2K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.56K+ 1.43% |
$197K - $218K
|
182K
$5.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.56K+ 6.66% |
$197K - $217K
|
40.9K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.54K+ 0.99% |
$196K - $216K
|
261K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.54K+ 65.3% |
$196K - $216K
|
6.44K
$179K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.54K+ 8.91% |
$196K - $216K
|
31.1K
$864K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$70.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.52KNew |
$194K - $215K
|
2.52K
$70.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.52K+ 2.97% |
$194K - $214K
|
87.2K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
2.51KNew |
$193K - $214K
|
2.51K
$69.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.51K+ 3.3% |
$193K - $214K
|
78.6K
$2.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.5KNew |
$193K - $213K
|
2.5K
$69.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.5KNew |
$193K - $213K
|
2.5K
$69.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.49K+ 6.43% |
$192K - $212K
|
41.2K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.49KNew |
$192K - $212K
|
2.49K
$69.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.49K+ 15.68% |
$192K - $212K
|
18.4K
$511K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.49K+ 2.55% |
$192K - $212K
|
100K
$2.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.48K+ 1.29% |
$191K - $211K
|
195K
$5.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.47KNew |
$190K - $210K
|
2.47K
$68.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.47K+ 78.96% |
$190K - $210K
|
5.59K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.46KNew |
$189K - $209K
|
2.46K
$68.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.45K+ 21.1% |
$189K - $209K
|
14.1K
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.42KNew |
$186K - $206K
|
2.42K
$67.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.41K+ 2.05% |
$186K - $205K
|
120K
$3.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.4KNew |
$185K - $204K
|
2.4K
$66.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
2.39KNew |
$184K - $203K
|
2.39K
$66.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.37KNew |
$183K - $202K
|
2.37K
$66K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.37K+ 6.74% |
$183K - $202K
|
37.6K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.37KNew |
$183K - $202K
|
2.37K
$65.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.37KNew |
$182K - $201K
|
2.37K
$65.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.35K+ 1.3% |
$181K - $200K
|
184K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.32K+ 193.98% |
$179K - $197K
|
3.52K
$97.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.3K+ 3.63% |
$177K - $196K
|
65.8K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.3K+ 15.11% |
$177K - $196K
|
17.5K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.3K+ 0.97% |
$177K - $195K
|
238K
$6.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 60.9% |
$177K - $195K
|
6.06K
$168K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
2.29K+ 32.66% |
$176K - $195K
|
9.29K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.28K+ 5.39% |
$176K - $194K
|
44.6K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.27K+ 74.11% |
$175K - $193K
|
5.33K
$148K
|