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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.53K+ 30.75% |
$118K - $130K
|
6.49K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.53K+ 24.91% |
$118K - $130K
|
7.65K
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.52K+ 4.15% |
$117K - $130K
|
38.2K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.52K+ 6.55% |
$117K - $129K
|
24.7K
$668K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.5K+ 5.89% |
$115K - $127K
|
26.9K
$729K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.49K+ 1.24% |
$115K - $127K
|
121K
$3.28M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.49K+ 20.2% |
$115K - $127K
|
8.85K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 8.49% |
$114K - $126K
|
19K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.48K+ 10.97% |
$114K - $126K
|
15K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.47K+ 0.61% |
$113K - $125K
|
244K
$6.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.47K+ 4.09% |
$113K - $125K
|
37.4K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.46K+ 1.54% |
$112K - $124K
|
96.2K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.45K+ 24.99% |
$112K - $124K
|
7.27K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.45K+ 11.0% |
$112K - $123K
|
14.6K
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.44K+ 0.63% |
$111K - $123K
|
231K
$6.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.44K+ 3.74% |
$111K - $122K
|
39.9K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.43K+ 5.76% |
$110K - $121K
|
26.2K
$709K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.42K+ 2.41% |
$109K - $121K
|
60.2K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.42K+ 24.42% |
$109K - $120K
|
7.21K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.4K+ 38.49% |
$108K - $119K
|
5.02K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.4K+ 738.1% |
$107K - $119K
|
1.58K
$42.9K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.37K+ 0.31% |
$106K - $117K
|
439K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.36K+ 21.58% |
$104K - $115K
|
7.64K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.34K+ 2.77% |
$103K - $114K
|
49.8K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.32K+ 50.54% |
$101K - $112K
|
3.92K
$106K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.27K+ 3.91% |
$98K - $108K
|
33.8K
$915K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.27K+ 6.73% |
$97.6K - $108K
|
20.1K
$544K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.27K+ 11.02% |
$97.6K - $108K
|
12.8K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.24K+ 4.16% |
$95.7K - $106K
|
31.1K
$843K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.2K+ 19.6% |
$92.7K - $102K
|
7.35K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.2K+ 2.37% |
$92.2K - $102K
|
51.8K
$1.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.18K+ 56.83% |
$90.7K - $100K
|
3.25K
$88K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.18K+ 12.89% |
$90.6K - $100K
|
10.3K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.17K+ 24.75% |
$89.8K - $99.2K
|
5.88K
$159K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 26.13% |
$89.6K - $98.9K
|
5.61K
$152K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.14K+ 8.09% |
$87.7K - $96.9K
|
15.2K
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.14K+ 27.99% |
$87.7K - $96.9K
|
5.21K
$141K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.12K+ 5.01% |
$86K - $94.9K
|
23.4K
$634K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.11K+ 7.98% |
$85.6K - $94.5K
|
15K
$407K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.11K+ 29.45% |
$85.4K - $94.3K
|
4.88K
$132K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.11K+ 1.85% |
$85.2K - $94.1K
|
60.8K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.11K+ 0.89% |
$85.2K - $94.1K
|
125K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.1K+ 28.16% |
$85K - $93.9K
|
5.03K
$136K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 12.57% |
$83.2K - $91.9K
|
9.67K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.08K+ 24.71% |
$83.2K - $91.9K
|
5.45K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.07K+ 17.84% |
$82.6K - $91.2K
|
7.08K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.07KNew |
$82.1K - $90.7K
|
1.07K
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 2.51% |
$81.6K - $90.2K
|
43.2K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 0.85% |
$80.8K - $89.2K
|
125K
$3.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.04K+ 8.31% |
$80.4K - $88.8K
|
13.6K
$368K
|