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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
12.8K+ 11.22% |
$346K - $366K
|
127K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.7KNew |
$344K - $363K
|
12.7K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
12.6K+ 58.14% |
$340K - $359K
|
34.2K
$927K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.3KNew |
$332K - $351K
|
12.3K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12.3K+ 3.92% |
$331K - $350K
|
325K
$8.8M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
12.1KNew |
$326K - $344K
|
12.1K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12K+ 5.31% |
$325K - $344K
|
239K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.9K+ 6.62% |
$322K - $340K
|
192K
$5.2M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
11.6K+ 13.88% |
$314K - $332K
|
95.4K
$2.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$314K - $332K
|
11.6K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
11.4K+ 14.27% |
$309K - $326K
|
91.6K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
11.4K+ 205.62% |
$308K - $326K
|
17K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 2.17% |
$302K - $319K
|
527K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
11.1KNew |
$301K - $318K
|
11.1K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11K+ 4.23% |
$297K - $314K
|
271K
$7.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
10.8KNew |
$292K - $309K
|
10.8K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.7K+ 97.82% |
$289K - $306K
|
21.7K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.6KNew |
$287K - $303K
|
10.6K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.6K+ 132.46% |
$286K - $302K
|
18.6K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10.5K+ 46.38% |
$285K - $301K
|
33.3K
$901K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
10.5K+ 3.36% |
$283K - $299K
|
323K
$8.74M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.4K+ 3.54% |
$280K - $296K
|
303K
$8.21M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 31.36% |
$278K - $294K
|
43.1K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10.3K+ 7.77% |
$277K - $293K
|
142K
$3.85M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.2K+ 11.15% |
$275K - $291K
|
102K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.1K+ 93.46% |
$272K - $288K
|
20.9K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.98K+ 4.9% |
$269K - $285K
|
213K
$5.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
9.94K+ 5.42% |
$269K - $284K
|
193K
$5.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.74KNew |
$263K - $278K
|
9.74K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9.69K+ 7.46% |
$262K - $276K
|
140K
$3.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9.64KNew |
$260K - $275K
|
9.64K
$261K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.62KNew |
$260K - $274K
|
9.62K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
9.61K+ 0.76% |
$260K - $274K
|
1.27M
$34.3M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.57KNew |
$258K - $273K
|
9.57K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.53K+ 25.7% |
$257K - $272K
|
46.6K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.41KNew |
$254K - $268K
|
9.41K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9.4K+ 4.09% |
$254K - $268K
|
239K
$6.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.38K+ 343.29% |
$253K - $268K
|
12.1K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
9.31K+ 27.78% |
$252K - $266K
|
42.8K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 6.48% |
$250K - $264K
|
152K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
9.16K+ 6.04% |
$247K - $261K
|
161K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.1K+ 2.12% |
$246K - $260K
|
439K
$11.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9.08K+ 38.69% |
$245K - $259K
|
32.6K
$882K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
9.07K+ 4.38% |
$245K - $259K
|
216K
$5.86M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.06K+ 1.91% |
$245K - $259K
|
482K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8.96K+ 1.96% |
$242K - $256K
|
465K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
8.93K+ 4.25% |
$241K - $255K
|
219K
$5.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.93K+ 5.42% |
$241K - $255K
|
174K
$4.71M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8.88K+ 2.88% |
$240K - $253K
|
317K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
8.83K+ 107.24% |
$238K - $252K
|
17.1K
$462K
|