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 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.66K+ 12.17% |
$88.9K - $102K
|
33.7K
$926K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
3.62K+ 44.74% |
$88.1K - $101K
|
11.7K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
3.62K+ 613.2% |
$88.1K - $101K
|
4.22K
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.61K+ 1.58% |
$87.8K - $101K
|
233K
$6.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.57K+ 37.91% |
$86.7K - $99.4K
|
13K
$356K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.55K+ 4.05% |
$86.4K - $99K
|
91.2K
$2.51M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
3.55K+ 3.28% |
$86.3K - $98.9K
|
112K
$3.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.55K+ 31.62% |
$86.2K - $98.8K
|
14.8K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.52K+ 9.86% |
$85.5K - $98K
|
39.2K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.49K+ 5.38% |
$84.8K - $97.2K
|
68.3K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.48K+ 4.15% |
$84.5K - $96.9K
|
87.3K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.43K+ 15.23% |
$83.3K - $95.5K
|
25.9K
$712K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 1.39% |
$82.9K - $95K
|
249K
$6.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.35K+ 5.08% |
$81.5K - $93.4K
|
69.3K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.35K+ 1.72% |
$81.4K - $93.3K
|
198K
$5.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.32K+ 12.46% |
$80.6K - $92.4K
|
29.9K
$822K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.31K+ 3.47% |
$80.5K - $92.2K
|
98.8K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.31K+ 22.25% |
$80.4K - $92.1K
|
18.2K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.29K+ 4.91% |
$80K - $91.6K
|
70.3K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.27K+ 8.87% |
$79.4K - $91K
|
40.1K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.24K+ 2.28% |
$78.8K - $90.4K
|
145K
$4M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
3.24K+ 80900.0% |
$78.7K - $90.2K
|
3.24K
$89K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
3.18K+ 3.13% |
$77.2K - $88.5K
|
105K
$2.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
3.17K+ 0.51% |
$77.2K - $88.4K
|
626K
$17.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
3.16K+ 13.52% |
$76.8K - $88K
|
26.5K
$728K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.15KNew |
$76.5K - $87.7K
|
3.15K
$86.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.1K+ 2.17% |
$75.4K - $86.4K
|
146K
$4.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.1K+ 2.65% |
$75.3K - $86.3K
|
120K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.02K+ 24.19% |
$73.3K - $84K
|
15.5K
$425K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3KNew |
$73K - $83.6K
|
3K
$82.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.99K+ 1.89% |
$72.6K - $83.2K
|
161K
$4.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.95K+ 6.52% |
$71.8K - $82.3K
|
48.2K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.95KNew |
$71.7K - $82.1K
|
2.95K
$81K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.91K+ 5.31% |
$70.9K - $81.2K
|
57.8K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
2.91K+ 0.18% |
$70.7K - $81K
|
1.65M
$45.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.89K+ 25.93% |
$70.2K - $80.4K
|
14K
$385K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.87K+ 20.1% |
$69.7K - $79.9K
|
17.1K
$471K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.86K+ 0.3% |
$69.6K - $79.8K
|
951K
$26.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.86K+ 28.49% |
$69.5K - $79.7K
|
12.9K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.79K+ 0.45% |
$67.9K - $77.8K
|
619K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.79K+ 17.72% |
$67.9K - $77.8K
|
18.5K
$509K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.77K+ 3.52% |
$67.4K - $77.2K
|
81.4K
$2.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 11.81% |
$67.2K - $77.1K
|
26.2K
$720K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2.71K+ 17.43% |
$65.9K - $75.6K
|
18.3K
$502K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.7K+ 4.25% |
$65.8K - $75.4K
|
66.3K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.7K+ 7.42% |
$65.6K - $75.1K
|
39K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.67K+ 21.62% |
$64.9K - $74.3K
|
15K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.64K+ 28.43% |
$64.2K - $73.6K
|
11.9K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
2.64K+ 19.71% |
$64.2K - $73.6K
|
16K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.64K+ 17.75% |
$64.1K - $73.4K
|
17.5K
$480K
|