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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.51K+ 16.43% |
$67.8K - $71.7K
|
17.8K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.51K+ 13.26% |
$67.8K - $71.7K
|
21.4K
$581K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.47K+ 40.66% |
$66.7K - $70.5K
|
8.55K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.37K+ 2.28% |
$64K - $67.6K
|
106K
$2.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.34K+ 24.8% |
$63.2K - $66.8K
|
11.8K
$319K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.33K+ 1.27% |
$63K - $66.6K
|
186K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.32K+ 7.56% |
$62.6K - $66.2K
|
33K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.26K+ 2.61% |
$61.2K - $64.6K
|
89K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.26K+ 2.69% |
$61.1K - $64.5K
|
86.2K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.26K+ 1.32% |
$61K - $64.5K
|
174K
$4.71M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.23KNew |
$60.2K - $63.6K
|
2.23K
$60.3K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.18K+ 1.79% |
$58.8K - $62.2K
|
124K
$3.35M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.13K+ 14.37% |
$57.6K - $60.8K
|
17K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.13K+ 2.21% |
$57.6K - $60.8K
|
98.7K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.12K+ 10.15% |
$57.3K - $60.5K
|
23K
$624K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.12K+ 0.61% |
$57.2K - $60.4K
|
348K
$9.43M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.1KNew |
$56.7K - $59.9K
|
2.1K
$56.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.09K+ 13.53% |
$56.5K - $59.7K
|
17.6K
$476K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.08K+ 4.6% |
$56.2K - $59.4K
|
47.3K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.05K+ 9.96% |
$55.5K - $58.6K
|
22.7K
$614K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 44.06% |
$55.3K - $58.4K
|
6.69K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
2KNew |
$54K - $57.1K
|
2K
$54.2K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2K+ 60.72% |
$54K - $57.1K
|
5.29K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1.99KNew |
$53.8K - $56.9K
|
1.99K
$54K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.95K+ 19.93% |
$52.6K - $55.6K
|
11.7K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.94K+ 9.29% |
$52.4K - $55.4K
|
22.8K
$618K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 7.38% |
$52.3K - $55.3K
|
28.2K
$764K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.94K+ 26.38% |
$52.3K - $55.3K
|
9.28K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.93K+ 8.0% |
$52.2K - $55.2K
|
26.1K
$707K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.92K+ 16.69% |
$51.8K - $54.7K
|
13.4K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.91K+ 2.16% |
$51.6K - $54.5K
|
90.3K
$2.45M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.77K+ 18.18% |
$47.7K - $50.4K
|
11.5K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.75K+ 2824.19% |
$47.3K - $50K
|
1.81K
$49.1K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.67K+ 3.72% |
$45.2K - $47.7K
|
46.7K
$1.26M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.62K+ 17.14% |
$43.8K - $46.2K
|
11.1K
$300K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.6K+ 0.71% |
$43.3K - $45.8K
|
227K
$6.16M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.59K+ 3.49% |
$43K - $45.5K
|
47.3K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 19.47% |
$41.5K - $43.8K
|
9.43K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.54K+ 0.41% |
$41.5K - $43.8K
|
378K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.54K+ 2.15% |
$41.5K - $43.8K
|
72.9K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.49K+ 1.43% |
$40.3K - $42.6K
|
106K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
1.49K+ 17.4% |
$40.2K - $42.5K
|
10K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.48K+ 1.34% |
$39.9K - $42.2K
|
112K
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1.46K+ 1.13% |
$39.4K - $41.6K
|
130K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.46K+ 9.34% |
$39.4K - $41.6K
|
17.1K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 2.69% |
$39.2K - $41.4K
|
55.4K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.43K+ 3666.67% |
$38.6K - $40.8K
|
1.47K
$39.8K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.42K+ 1.42% |
$38.4K - $40.6K
|
101K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.42KNew |
$38.4K - $40.6K
|
1.42K
$38.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.42K+ 17.88% |
$38.3K - $40.5K
|
9.35K
$253K
|