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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.41K+ 11.38% |
$38.1K - $40.2K
|
13.8K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.4K+ 4.04% |
$37.8K - $40K
|
36.1K
$978K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.38K+ 0.45% |
$37.4K - $39.5K
|
311K
$8.42M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.37K+ 11.01% |
$36.9K - $39K
|
13.8K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.35K+ 1.39% |
$36.4K - $38.5K
|
98.2K
$2.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.34K+ 2.82% |
$36.3K - $38.3K
|
49K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.34KNew |
$36.2K - $38.3K
|
1.34K
$36.4K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 1.1% |
$35.6K - $37.6K
|
122K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.32K+ 5.11% |
$35.6K - $37.6K
|
27.1K
$734K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.28K+ 0.62% |
$34.5K - $36.5K
|
208K
$5.64M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.28K+ 0.62% |
$34.5K - $36.5K
|
208K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.27K+ 13.57% |
$34.3K - $36.2K
|
10.6K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.26K+ 21.47% |
$34.1K - $36K
|
7.13K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.22K+ 10.5% |
$32.9K - $34.8K
|
12.8K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.22KNew |
$32.9K - $34.8K
|
1.22K
$33K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.19K+ 0.68% |
$32.2K - $34.1K
|
176K
$4.77M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1.16K+ 3.74% |
$31.4K - $33.1K
|
32.2K
$873K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.15K+ 1.46% |
$31.1K - $32.8K
|
79.7K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1.13K+ 1.7% |
$30.6K - $32.4K
|
67.9K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.11K+ 1.44% |
$29.9K - $31.6K
|
78.1K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1.1K+ 7.09% |
$29.8K - $31.5K
|
16.7K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 8.72% |
$29.4K - $31.1K
|
13.6K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.07K+ 0.71% |
$28.8K - $30.5K
|
151K
$4.09M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.06K+ 6.76% |
$28.7K - $30.3K
|
16.7K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.2% |
$28.3K - $29.9K
|
88.5K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.03K+ 0.48% |
$27.8K - $29.4K
|
214K
$5.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
1.02K+ 4.81% |
$27.6K - $29.2K
|
22.3K
$604K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.01K+ 8.16% |
$27.2K - $28.7K
|
13.3K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
984+ 12.86% |
$26.6K - $28.1K
|
8.64K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
974+ 0.47% |
$26.3K - $27.8K
|
207K
$5.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
959+ 7.6% |
$25.9K - $27.4K
|
13.6K
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
940+ 6.67% |
$25.4K - $26.8K
|
15K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
921+ 1.7% |
$24.9K - $26.3K
|
55.1K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
874+ 2.77% |
$23.6K - $24.9K
|
32.4K
$879K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
862+ 0.12% |
$23.3K - $24.6K
|
740K
$20.1M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
846+ 1.15% |
$22.9K - $24.1K
|
74.5K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
828+ 41400.0% |
$22.4K - $23.6K
|
830
$22.5K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
809+ 1.21% |
$21.9K - $23.1K
|
67.7K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
799+ 3.65% |
$21.6K - $22.8K
|
22.7K
$614K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
783+ 0.83% |
$21.1K - $22.3K
|
95.5K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
781+ 5.85% |
$21.1K - $22.3K
|
14.1K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
779+ 1.96% |
$21K - $22.2K
|
40.4K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
772+ 1.37% |
$20.9K - $22K
|
57.2K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
764+ 6.84% |
$20.6K - $21.8K
|
11.9K
$323K
|