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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.39K+ 2.12% |
$180K - $206K
|
355K
$9.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.38K+ 64.08% |
$179K - $206K
|
18.9K
$519K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.17K+ 68.31% |
$174K - $200K
|
17.7K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.12K+ 4.02% |
$173K - $199K
|
185K
$5.07M
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
7.08K+ 50.48% |
$172K - $197K
|
21.1K
$580K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.01K+ 3.86% |
$171K - $195K
|
188K
$5.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
6.99K+ 4.86% |
$170K - $195K
|
151K
$4.14M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
6.97K+ 12.36% |
$170K - $194K
|
63.4K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.92K+ 4.55% |
$168K - $193K
|
159K
$4.37M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
6.86K+ 1.48% |
$167K - $191K
|
469K
$12.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.83K+ 1.81% |
$166K - $190K
|
383K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.83K+ 51.14% |
$166K - $190K
|
20.2K
$554K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.78K+ 21.26% |
$165K - $189K
|
38.6K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6.72K+ 1.59% |
$163K - $187K
|
430K
$11.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.71K+ 80.02% |
$163K - $187K
|
15.1K
$415K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.66K+ 0.24% |
$162K - $186K
|
2.73M
$75M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.65K+ 11.67% |
$162K - $185K
|
63.6K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6.64K+ 7.46% |
$161K - $185K
|
95.6K
$2.63M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.58K+ 2.65% |
$160K - $183K
|
255K
$7M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.58K+ 2.71% |
$160K - $183K
|
250K
$6.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.57K+ 5.58% |
$160K - $183K
|
124K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
6.53K+ 1.36% |
$159K - $182K
|
486K
$13.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.52K+ 31.73% |
$158K - $182K
|
27.1K
$743K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
6.45K+ 8.04% |
$157K - $180K
|
86.7K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.4K+ 4.2% |
$156K - $178K
|
159K
$4.36M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.39K+ 34.38% |
$155K - $178K
|
25K
$687K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
6.36K+ 4.62% |
$155K - $177K
|
144K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.35K+ 4.91% |
$154K - $177K
|
136K
$3.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.32K+ 4.56% |
$154K - $176K
|
145K
$3.98M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.32K+ 5.52% |
$154K - $176K
|
121K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.31K+ 4670.37% |
$153K - $176K
|
6.44K
$177K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.23K+ 3.75% |
$152K - $174K
|
172K
$4.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.23K+ 9.86% |
$151K - $174K
|
69.4K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.22K+ 12.8% |
$151K - $173K
|
54.9K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.15K+ 4.53% |
$150K - $171K
|
142K
$3.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.15K+ 15.73% |
$149K - $171K
|
45.2K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.12K+ 3.42% |
$149K - $171K
|
185K
$5.09M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6.09K+ 4.04% |
$148K - $170K
|
157K
$4.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.04K+ 27.86% |
$147K - $168K
|
27.7K
$761K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
6.01K+ 17.63% |
$146K - $167K
|
40.1K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5.99K+ 20.15% |
$146K - $167K
|
35.7K
$982K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
5.98K+ 4.72% |
$145K - $167K
|
133K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.89K+ 42.33% |
$143K - $164K
|
19.8K
$544K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.89K+ 9.03% |
$143K - $164K
|
71.1K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.88KNew |
$143K - $164K
|
5.88K
$162K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.84K+ 76.59% |
$142K - $163K
|
13.5K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.82K+ 15.53% |
$142K - $162K
|
43.3K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.82K+ 6.17% |
$141K - $162K
|
100K
$2.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.72K+ 6.21% |
$139K - $159K
|
97.7K
$2.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.66K+ 46.05% |
$138K - $158K
|
18K
$493K
|