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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
554+ 3.79% |
$13.5K - $15.4K
|
15.2K
$417K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
549+ 10.37% |
$13.4K - $15.3K
|
5.84K
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
548+ 0.31% |
$13.3K - $15.3K
|
177K
$4.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
546+ 0.9% |
$13.3K - $15.2K
|
61.4K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
532+ 23.89% |
$12.9K - $14.8K
|
2.76K
$75.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
519+ 3.29% |
$12.6K - $14.5K
|
16.3K
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
513+ 1.14% |
$12.5K - $14.3K
|
45.4K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
508+ 0.81% |
$12.4K - $14.2K
|
63.5K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
507+ 12.2% |
$12.3K - $14.1K
|
4.66K
$128K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
506+ 4.63% |
$12.3K - $14.1K
|
11.4K
$314K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
483+ 3.22% |
$11.7K - $13.5K
|
15.5K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
477+ 0.73% |
$11.6K - $13.3K
|
65.9K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
467+ 57.3% |
$11.4K - $13K
|
1.28K
$35.2K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
450New |
$10.9K - $12.5K
|
450
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
440+ 3.43% |
$10.7K - $12.3K
|
13.3K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
437+ 1.5% |
$10.6K - $12.2K
|
29.6K
$813K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
437+ 2.88% |
$10.6K - $12.2K
|
15.6K
$430K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
432New |
$10.5K - $12K
|
432
$11.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
420+ 0.83% |
$10.2K - $11.7K
|
51K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
406+ 3.59% |
$9.87K - $11.3K
|
11.7K
$322K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
404+ 2.0% |
$9.83K - $11.3K
|
20.6K
$567K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400New |
$9.73K - $11.1K
|
400
$11K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
400+ 1.11% |
$9.73K - $11.1K
|
36.5K
$1M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
390+ 0.08% |
$9.48K - $10.9K
|
510K
$14M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
389+ 1.19% |
$9.46K - $10.8K
|
33.1K
$910K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
383+ 0.34% |
$9.31K - $10.7K
|
113K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
380+ 0.25% |
$9.24K - $10.6K
|
152K
$4.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
375+ 4.64% |
$9.12K - $10.5K
|
8.46K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
375+ 1.51% |
$9.12K - $10.5K
|
25.2K
$691K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
373+ 0.03% |
$9.07K - $10.4K
|
1.22M
$33.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
364+ 0.25% |
$8.85K - $10.1K
|
146K
$4.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
363+ 1.49% |
$8.83K - $10.1K
|
24.8K
$681K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
362+ 24.1% |
$8.8K - $10.1K
|
1.86K
$51.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
359+ 44.21% |
$8.73K - $10K
|
1.17K
$32.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
339+ 0.76% |
$8.24K - $9.45K
|
44.9K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
337+ 1.89% |
$8.2K - $9.39K
|
18.2K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
332+ 4.33% |
$8.07K - $9.25K
|
8K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
319+ 0.36% |
$7.76K - $8.89K
|
89.3K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
319+ 1.5% |
$7.76K - $8.89K
|
21.6K
$593K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
302+ 1.21% |
$7.34K - $8.42K
|
25.3K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
300+ 25.17% |
$7.3K - $8.36K
|
1.49K
$41K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
271+ 11.06% |
$6.59K - $7.55K
|
2.72K
$74.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
269+ 3.51% |
$6.54K - $7.5K
|
7.94K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
267+ 0.62% |
$6.49K - $7.44K
|
43.1K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
262+ 1.05% |
$6.37K - $7.3K
|
25.2K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
252+ 1.29% |
$6.13K - $7.02K
|
19.9K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
250+ 173.61% |
$6.08K - $6.97K
|
394
$10.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
243+ 1.77% |
$5.91K - $6.77K
|
14K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
233+ 1.04% |
$5.67K - $6.49K
|
22.7K
$624K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
219New |
$5.33K - $6.1K
|
219
$6.02K
|