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 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
8.83K+ 107.24% |
$238K - $252K
|
17.1K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8.82K+ 3.14% |
$238K - $252K
|
290K
$7.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.74K+ 7.17% |
$236K - $250K
|
131K
$3.54M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.72K+ 19.49% |
$236K - $249K
|
53.5K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.69K+ 117.03% |
$235K - $248K
|
16.1K
$436K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.53K+ 3.1% |
$230K - $244K
|
284K
$7.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.52K+ 2.03% |
$230K - $243K
|
429K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.38K+ 7.7% |
$226K - $239K
|
117K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.36K+ 61.53% |
$226K - $239K
|
21.9K
$595K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.36K+ 5.53% |
$226K - $239K
|
160K
$4.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.25KNew |
$223K - $235K
|
8.25K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.19K+ 5.15% |
$221K - $234K
|
167K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
8.08K+ 6.19% |
$218K - $231K
|
139K
$3.76M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
8.07K+ 37.08% |
$218K - $230K
|
29.8K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.07K+ 33.82% |
$218K - $230K
|
31.9K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
7.99KNew |
$216K - $228K
|
7.99K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
7.97K+ 473.34% |
$215K - $227K
|
9.66K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7.94KNew |
$215K - $227K
|
7.94K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.92K+ 3.31% |
$214K - $226K
|
247K
$6.7M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.84K+ 17.1% |
$212K - $224K
|
53.7K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
7.82KNew |
$211K - $223K
|
7.82K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.81KNew |
$211K - $223K
|
7.81K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.75K+ 34.52% |
$209K - $221K
|
30.2K
$818K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
7.73KNew |
$209K - $221K
|
7.73K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 20861.11% |
$203K - $214K
|
7.55K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.35KNew |
$198K - $210K
|
7.35K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7.26KNew |
$196K - $207K
|
7.26K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.25K+ 76.01% |
$196K - $207K
|
16.8K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.23KNew |
$195K - $206K
|
7.23K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
7.22KNew |
$195K - $206K
|
7.22K
$196K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
7.22K+ 9.66% |
$195K - $206K
|
81.9K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7.18K+ 186.24% |
$194K - $205K
|
11K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
7.09K+ 3.61% |
$192K - $202K
|
204K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.06K+ 19.41% |
$191K - $202K
|
43.5K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.05K+ 12.65% |
$191K - $201K
|
62.8K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.02K+ 0.81% |
$190K - $200K
|
872K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7.01K+ 36.52% |
$189K - $200K
|
26.2K
$710K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.99K+ 33.3% |
$189K - $200K
|
28K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6.93K+ 18.19% |
$187K - $198K
|
45.1K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.92K+ 1.66% |
$187K - $197K
|
424K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.9K+ 54.46% |
$186K - $197K
|
19.6K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
6.88K+ 2.19% |
$186K - $196K
|
321K
$8.7M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.81K+ 5.51% |
$184K - $194K
|
130K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
6.74K+ 13.42% |
$182K - $192K
|
57K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.73K+ 44.46% |
$182K - $192K
|
21.9K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.69K+ 6.03% |
$181K - $191K
|
118K
$3.19M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.52K+ 27.2% |
$176K - $186K
|
30.5K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.51K+ 48.15% |
$176K - $186K
|
20K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
6.45K+ 1.36% |
$174K - $184K
|
479K
$13M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6.29K+ 4.21% |
$170K - $179K
|
155K
$4.21M
|