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 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
428+ 1.12% |
$33K - $36.4K
|
38.5K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
427+ 3.97% |
$32.9K - $36.3K
|
11.2K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
418+ 2.63% |
$32.2K - $35.6K
|
16.3K
$442K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
417+ 0.24% |
$32.1K - $35.5K
|
171K
$4.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
406+ 0.97% |
$31.3K - $34.5K
|
42.3K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
404+ 1.78% |
$31.1K - $34.4K
|
23K
$624K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
404New |
$31.1K - $34.4K
|
404
$10.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
399New |
$30.7K - $33.9K
|
399
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
399New |
$30.7K - $33.9K
|
399
$10.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
394+ 1.9% |
$30.3K - $33.5K
|
21.1K
$571K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
392+ 5.05% |
$30.2K - $33.3K
|
8.16K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
391+ 144.81% |
$30.1K - $33.3K
|
661
$17.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
389+ 29.92% |
$30K - $33.1K
|
1.69K
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
384+ 4.4% |
$29.6K - $32.7K
|
9.1K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
378+ 12.75% |
$29.1K - $32.2K
|
3.34K
$90.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
377+ 2.14% |
$29K - $32.1K
|
18K
$487K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
375+ 17.28% |
$28.9K - $31.9K
|
2.55K
$68.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
371New |
$28.6K - $31.6K
|
371
$10K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
371+ 3.31% |
$28.6K - $31.6K
|
11.6K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
366+ 5.74% |
$28.2K - $31.1K
|
6.74K
$182K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
361+ 0.19% |
$27.8K - $30.7K
|
185K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
360+ 0.63% |
$27.7K - $30.6K
|
57.1K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
355+ 8.04% |
$27.3K - $30.2K
|
4.77K
$129K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
354+ 1.97% |
$27.3K - $30.1K
|
18.3K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
347+ 3.92% |
$26.7K - $29.5K
|
9.19K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
343+ 2.33% |
$26.4K - $29.2K
|
15.1K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
342+ 1.06% |
$26.3K - $29.1K
|
32.5K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
341+ 6.04% |
$26.3K - $29K
|
5.98K
$162K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
334+ 10.26% |
$25.7K - $28.4K
|
3.59K
$97.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
331+ 45.78% |
$25.5K - $28.2K
|
1.05K
$28.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
329+ 6.02% |
$25.3K - $28K
|
5.79K
$157K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
328+ 1.57% |
$25.3K - $27.9K
|
21.2K
$573K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
328+ 10.55% |
$25.3K - $27.9K
|
3.44K
$93K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
325+ 5.15% |
$25K - $27.6K
|
6.64K
$180K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
324+ 8.41% |
$25K - $27.6K
|
4.18K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
322+ 0.64% |
$24.8K - $27.4K
|
50.4K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
321+ 7.18% |
$24.7K - $27.3K
|
4.79K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
308+ 3.98% |
$23.7K - $26.2K
|
8.04K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
306+ 2.22% |
$23.6K - $26K
|
14.1K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
305+ 4.48% |
$23.5K - $25.9K
|
7.12K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
300+ 5.18% |
$23.1K - $25.5K
|
6.09K
$165K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
300New |
$23.1K - $25.5K
|
300
$8.12K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
294+ 7.45% |
$22.6K - $25K
|
4.24K
$115K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
293+ 1.2% |
$22.6K - $24.9K
|
24.8K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
288New |
$22.2K - $24.5K
|
288
$7.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
276+ 1.66% |
$21.3K - $23.5K
|
16.9K
$457K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
275+ 1.78% |
$21.2K - $23.4K
|
15.8K
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
273+ 1.85% |
$21K - $23.2K
|
15K
$407K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
266+ 4.84% |
$20.5K - $22.6K
|
5.76K
$156K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
264+ 1.37% |
$20.3K - $22.5K
|
19.5K
$529K
|