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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
18K+ 3.95% |
$485K - $513K
|
473K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.8K+ 95.33% |
$481K - $508K
|
36.5K
$989K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17.6K+ 0.92% |
$474K - $501K
|
1.93M
$52.2M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
17.4K+ 21.56% |
$471K - $497K
|
98.3K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
17.4K+ 2.5% |
$470K - $497K
|
712K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.3K+ 0.79% |
$468K - $494K
|
2.21M
$59.8M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
17.3K+ 28.08% |
$466K - $492K
|
78.7K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
17.1K+ 27.51% |
$462K - $488K
|
79.2K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
16.9K+ 29.25% |
$456K - $482K
|
74.6K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
16.8K+ 7.25% |
$453K - $479K
|
248K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.7K+ 10.27% |
$452K - $478K
|
180K
$4.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
16.6K+ 10.35% |
$449K - $475K
|
177K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
16.6K+ 2.84% |
$449K - $475K
|
602K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.4K+ 9.64% |
$442K - $467K
|
186K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
16.4KNew |
$442K - $467K
|
16.4K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.2K+ 3.33% |
$438K - $463K
|
503K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
16.1K+ 17.96% |
$436K - $461K
|
106K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
16K+ 25.47% |
$432K - $457K
|
78.8K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16K+ 6.15% |
$432K - $457K
|
276K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.8K+ 46.17% |
$428K - $452K
|
50.1K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15.6K+ 65.39% |
$422K - $446K
|
39.5K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
15.5K+ 3.29% |
$420K - $444K
|
488K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.1K+ 7.62% |
$407K - $430K
|
213K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
15.1K+ 61.31% |
$407K - $430K
|
39.6K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
15K+ 12.9% |
$406K - $429K
|
131K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
15KNew |
$405K - $428K
|
15K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
15K+ 4.54% |
$405K - $428K
|
345K
$9.35M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15KNew |
$404K - $427K
|
15K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.9K+ 62.56% |
$403K - $426K
|
38.7K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
14.5K+ 16.76% |
$392K - $414K
|
101K
$2.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
14.4K+ 1.96% |
$388K - $410K
|
747K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.4K+ 0.74% |
$388K - $410K
|
1.96M
$53.1M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
14.3K+ 4.97% |
$387K - $409K
|
302K
$8.18M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
14.1K+ 2.88% |
$382K - $404K
|
505K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.1K+ 119.16% |
$382K - $403K
|
26K
$704K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
14K+ 5.03% |
$379K - $400K
|
293K
$7.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
14K+ 6.06% |
$377K - $398K
|
244K
$6.61M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13.8K+ 20.87% |
$373K - $394K
|
80K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
13.8KNew |
$373K - $394K
|
13.8K
$374K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.7KNew |
$371K - $392K
|
13.7K
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
13.7K+ 3.85% |
$370K - $391K
|
370K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
13.7K+ 9.48% |
$369K - $390K
|
158K
$4.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.4K+ 4220.13% |
$362K - $383K
|
13.7K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
13.4K+ 18.94% |
$362K - $383K
|
84.2K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13.2K+ 171.79% |
$358K - $378K
|
20.9K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13.2K+ 7.37% |
$357K - $377K
|
193K
$5.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
13.2K+ 5.9% |
$356K - $376K
|
237K
$6.41M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.2K+ 894.69% |
$355K - $375K
|
14.6K
$396K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 1.42% |
$355K - $375K
|
941K
$25.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13K+ 32.37% |
$350K - $370K
|
53K
$1.44M
|