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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
264+ 1.83% |
$20.3K - $22.5K
|
14.7K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
260+ 0.9% |
$20K - $22.1K
|
29K
$786K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
259+ 0.72% |
$19.9K - $22K
|
36.1K
$977K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
257+ 0.48% |
$19.8K - $21.9K
|
54.1K
$1.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
256+ 5.99% |
$19.7K - $21.8K
|
4.53K
$123K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
252+ 0.44% |
$19.4K - $21.4K
|
57.5K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
252+ 0.57% |
$19.4K - $21.4K
|
44.4K
$1.2M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
247+ 1.97% |
$19K - $21K
|
12.8K
$346K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
246+ 1.51% |
$18.9K - $20.9K
|
16.6K
$448K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
246+ 2.92% |
$18.9K - $20.9K
|
8.67K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
245+ 9.17% |
$18.9K - $20.8K
|
2.92K
$79K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
240+ 86.64% |
$18.5K - $20.4K
|
517
$14K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
232+ 5.89% |
$17.9K - $19.7K
|
4.17K
$113K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
225+ 7.36% |
$17.3K - $19.1K
|
3.28K
$88.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
220+ 7.4% |
$16.9K - $18.7K
|
3.19K
$86.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
219+ 0.24% |
$16.9K - $18.6K
|
90.5K
$2.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
215+ 0.87% |
$16.6K - $18.3K
|
24.8K
$673K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
214+ 3.89% |
$16.5K - $18.2K
|
5.72K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
210+ 105.0% |
$16.2K - $17.9K
|
410
$11.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
209+ 1.98% |
$16.1K - $17.8K
|
10.8K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
206+ 1.96% |
$15.9K - $17.5K
|
10.7K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
202+ 0.28% |
$15.6K - $17.2K
|
72.7K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 24.69% |
$15.4K - $17K
|
1.01K
$27.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
200New |
$15.4K - $17K
|
200
$5.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
196+ 3920.0% |
$15.1K - $16.7K
|
201
$5.44K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
196+ 2.38% |
$15.1K - $16.7K
|
8.43K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
195+ 0.74% |
$15K - $16.6K
|
26.5K
$719K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
191+ 12.49% |
$14.7K - $16.2K
|
1.72K
$46.6K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
188New |
$14.5K - $16K
|
188
$5.09K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
188+ 1.83% |
$14.5K - $16K
|
10.4K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
187+ 1.95% |
$14.4K - $15.9K
|
9.8K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
186+ 0.22% |
$14.3K - $15.8K
|
85.1K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
185+ 0.1% |
$14.2K - $15.7K
|
191K
$5.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
185+ 4.25% |
$14.2K - $15.7K
|
4.54K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
179+ 6.27% |
$13.8K - $15.2K
|
3.03K
$82.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
178+ 0.45% |
$13.7K - $15.1K
|
39.7K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
175+ 4.69% |
$13.5K - $14.9K
|
3.91K
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
170+ 0.94% |
$13.1K - $14.5K
|
18.3K
$496K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
170New |
$13.1K - $14.5K
|
170
$4.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
165+ 13.41% |
$12.7K - $14K
|
1.4K
$37.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
162+ 5.15% |
$12.5K - $13.8K
|
3.31K
$89.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
159+ 1.82% |
$12.2K - $13.5K
|
8.88K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
159+ 70.67% |
$12.2K - $13.5K
|
384
$10.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
155+ 2.02% |
$11.9K - $13.2K
|
7.84K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
151+ 4.02% |
$11.6K - $12.8K
|
3.9K
$106K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
150New |
$11.6K - $12.8K
|
150
$4.06K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
146+ 2.05% |
$11.2K - $12.4K
|
7.28K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
145+ 1.96% |
$11.2K - $12.3K
|
7.54K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
145+ 3.63% |
$11.2K - $12.3K
|
4.14K
$112K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
143+ 1.95% |
$11K - $12.2K
|
7.5K
$203K
|