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 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.6K+ 1.62% |
$136K - $156K
|
351K
$9.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5.54K+ 12.29% |
$135K - $154K
|
50.6K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.45K+ 1.53% |
$132K - $152K
|
362K
$9.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.41K+ 17.74% |
$131K - $151K
|
35.9K
$986K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.38K+ 4.41% |
$131K - $150K
|
127K
$3.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.38K+ 1.56% |
$131K - $150K
|
349K
$9.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.37K+ 2.18% |
$131K - $150K
|
252K
$6.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.35K+ 364.33% |
$130K - $149K
|
6.82K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.29K+ 10.59% |
$129K - $147K
|
55.2K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.25K+ 0.09% |
$128K - $146K
|
5.92M
$163M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
5.24K+ 9.62% |
$127K - $146K
|
59.7K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
5.13K+ 3.41% |
$125K - $143K
|
156K
$4.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
5.04K+ 1.21% |
$123K - $140K
|
421K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.01K+ 21.18% |
$122K - $140K
|
28.6K
$787K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.01K+ 1.21% |
$122K - $139K
|
419K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.97K+ 6.04% |
$121K - $138K
|
87.2K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.89K+ 1.65% |
$119K - $136K
|
302K
$8.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.88K+ 461.25% |
$119K - $136K
|
5.94K
$163K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
4.84K+ 11.63% |
$118K - $135K
|
46.4K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.76K+ 1.34% |
$116K - $133K
|
360K
$9.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.73K+ 9.63% |
$115K - $132K
|
53.8K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.59K+ 38.44% |
$112K - $128K
|
16.5K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.57K+ 34.35% |
$111K - $127K
|
17.9K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.56K+ 15.98% |
$111K - $127K
|
33.1K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.55K+ 2.57% |
$111K - $127K
|
181K
$4.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.48KNew |
$109K - $125K
|
4.48K
$123K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.46K+ 1.28% |
$109K - $124K
|
352K
$9.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.44K+ 0.6% |
$108K - $124K
|
741K
$20.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.43K+ 3.17% |
$108K - $123K
|
144K
$3.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.35K+ 1.03% |
$106K - $121K
|
425K
$11.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.29K+ 0.53% |
$104K - $119K
|
820K
$22.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4.19K+ 2810.07% |
$102K - $117K
|
4.34K
$119K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.18K+ 8.81% |
$102K - $117K
|
51.7K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.17K+ 1.86% |
$101K - $116K
|
229K
$6.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.14K+ 8.38% |
$101K - $115K
|
53.6K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
4.12K+ 0.29% |
$100K - $115K
|
1.44M
$39.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.1K+ 13.24% |
$99.6K - $114K
|
35K
$963K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
4.09K+ 1.67% |
$99.3K - $114K
|
248K
$6.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.07K+ 3.85% |
$98.9K - $113K
|
110K
$3.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
4.05K+ 8.39% |
$98.5K - $113K
|
52.3K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
4K+ 1.4% |
$97.3K - $112K
|
291K
$7.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.98K+ 10.3% |
$96.7K - $111K
|
42.6K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.9K+ 91.02% |
$94.9K - $109K
|
8.19K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.9K+ 4.89% |
$94.8K - $109K
|
83.6K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.89K+ 4.06% |
$94.5K - $108K
|
99.5K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.79K+ 6.39% |
$92.2K - $106K
|
63.1K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.75K+ 24.78% |
$91.2K - $105K
|
18.9K
$519K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.7K+ 2.73% |
$90K - $103K
|
139K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.68K+ 2.12% |
$89.6K - $103K
|
178K
$4.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.66K+ 1.25% |
$88.9K - $102K
|
296K
$8.15M
|