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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 3.9% |
$79.4K - $87.7K
|
27.5K
$764K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 6.49% |
$79.2K - $87.4K
|
16.9K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.02K+ 1.37% |
$78.8K - $87K
|
75.6K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.02K+ 2.21% |
$78.7K - $86.9K
|
47.3K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.01K+ 4.57% |
$77.9K - $86.1K
|
23.2K
$644K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.01K+ 2.93% |
$77.6K - $85.7K
|
35.4K
$985K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1K+ 11.29% |
$77.3K - $85.4K
|
9.89K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1K+ 21.31% |
$77.3K - $85.3K
|
5.71K
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
991+ 0.98% |
$76.3K - $84.3K
|
102K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
986+ 6.43% |
$75.9K - $83.9K
|
16.3K
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
985+ 1.14% |
$75.9K - $83.8K
|
87.2K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
970+ 10.45% |
$74.7K - $82.5K
|
10.3K
$285K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
968+ 9.58% |
$74.6K - $82.3K
|
11.1K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
964+ 8.36% |
$74.2K - $82K
|
12.5K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
963+ 0.6% |
$74.2K - $81.9K
|
160K
$4.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
954+ 1.37% |
$73.5K - $81.1K
|
70.7K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
950+ 7.79% |
$73.2K - $80.8K
|
13.1K
$366K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
944+ 8.14% |
$72.7K - $80.3K
|
12.5K
$349K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
915+ 37.06% |
$70.5K - $77.8K
|
3.38K
$94.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
903+ 4.11% |
$69.5K - $76.8K
|
22.9K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
900New |
$69.3K - $76.6K
|
900
$25K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
897+ 43.04% |
$69.1K - $76.3K
|
2.98K
$82.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
889+ 3.02% |
$68.5K - $75.6K
|
30.3K
$844K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
889+ 1.89% |
$68.5K - $75.6K
|
47.8K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
881+ 13.36% |
$67.9K - $74.9K
|
7.47K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
865New |
$66.6K - $73.6K
|
865
$24.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
834+ 1.3% |
$64.2K - $70.9K
|
65K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
816+ 13.26% |
$62.8K - $69.4K
|
6.97K
$194K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
809New |
$62.3K - $68.8K
|
809
$22.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
809+ 10.57% |
$62.3K - $68.8K
|
8.46K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
803+ 13.99% |
$61.8K - $68.3K
|
6.54K
$182K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
772+ 5.28% |
$59.5K - $65.7K
|
15.4K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
743+ 0.34% |
$57.2K - $63.2K
|
222K
$6.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
742+ 21.4% |
$57.1K - $63.1K
|
4.21K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
737+ 0.16% |
$56.8K - $62.7K
|
463K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
735+ 2.92% |
$56.6K - $62.5K
|
25.9K
$720K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
733+ 9.82% |
$56.5K - $62.3K
|
8.2K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
731+ 3.26% |
$56.3K - $62.2K
|
23.2K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
712New |
$54.8K - $60.6K
|
712
$19.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
698+ 2.24% |
$53.8K - $59.4K
|
31.8K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
684+ 0.4% |
$52.7K - $58.2K
|
171K
$4.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
682+ 44.43% |
$52.5K - $58K
|
2.22K
$61.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
678New |
$52.2K - $57.7K
|
678
$18.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
664+ 1.62% |
$51.1K - $56.5K
|
41.6K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
656+ 0.75% |
$50.5K - $55.8K
|
88.1K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
652+ 4.53% |
$50.2K - $55.5K
|
15.1K
$419K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
649+ 26.4% |
$50K - $55.2K
|
3.11K
$86.4K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
644+ 8.52% |
$49.6K - $54.8K
|
8.2K
$228K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
642+ 0.58% |
$49.4K - $54.6K
|
112K
$3.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
639+ 5.78% |
$49.2K - $54.4K
|
11.7K
$325K
|