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 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
142+ 3.13% |
$10.9K - $12.1K
|
4.68K
$130K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
142+ 2.66% |
$10.9K - $12.1K
|
5.48K
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
139+ 6.74% |
$10.7K - $11.8K
|
2.2K
$61.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
138+ 1.04% |
$10.6K - $11.7K
|
13.5K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
132+ 1.3% |
$10.2K - $11.2K
|
10.3K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123+ 1.25% |
$9.47K - $10.5K
|
10K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
122+ 0.52% |
$9.4K - $10.4K
|
23.7K
$659K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
121+ 1.05% |
$9.32K - $10.3K
|
11.6K
$322K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
120+ 0.27% |
$9.24K - $10.2K
|
44.9K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
118+ 3.5% |
$9.09K - $10K
|
3.49K
$97.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
115+ 0.5% |
$8.86K - $9.78K
|
23.1K
$643K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
112+ 2.38% |
$8.63K - $9.53K
|
4.81K
$134K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
111+ 1.15% |
$8.55K - $9.44K
|
9.77K
$272K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
111+ 3.98% |
$8.55K - $9.44K
|
2.9K
$80.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
110+ 4.21% |
$8.47K - $9.36K
|
2.72K
$75.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
108+ 4.02% |
$8.32K - $9.19K
|
2.79K
$77.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
108+ 0.93% |
$8.32K - $9.19K
|
11.7K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
107+ 1.16% |
$8.24K - $9.1K
|
9.32K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
107+ 1.63% |
$8.24K - $9.1K
|
6.68K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
106+ 2.32% |
$8.16K - $9.02K
|
4.68K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
103+ 1.59% |
$7.93K - $8.76K
|
6.59K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
103+ 1.06% |
$7.93K - $8.76K
|
9.82K
$273K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
103+ 2.38% |
$7.93K - $8.76K
|
4.42K
$123K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$7.7K - $8.51K
|
100
$2.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
99+ 0.04% |
$7.62K - $8.42K
|
240K
$6.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
98+ 1.13% |
$7.55K - $8.34K
|
8.75K
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
97+ 0.36% |
$7.47K - $8.25K
|
26.8K
$746K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
93+ 1.17% |
$7.16K - $7.91K
|
8.07K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
92+ 0.5% |
$7.09K - $7.83K
|
18.5K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
91+ 0.95% |
$7.01K - $7.74K
|
9.71K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
91+ 1.96% |
$7.01K - $7.74K
|
4.73K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
90+ 5.52% |
$6.93K - $7.66K
|
1.72K
$47.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
84+ 1.98% |
$6.47K - $7.15K
|
4.32K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
83+ 1.21% |
$6.39K - $7.06K
|
6.94K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
81+ 0.83% |
$6.24K - $6.89K
|
9.85K
$274K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
78+ 0.87% |
$6.01K - $6.63K
|
9K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
77+ 0.17% |
$5.93K - $6.55K
|
45.1K
$1.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
77+ 1.25% |
$5.93K - $6.55K
|
6.22K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
76+ 1.76% |
$5.85K - $6.46K
|
4.38K
$122K
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
76+ 1.66% |
$5.85K - $6.46K
|
4.64K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75+ 2.84% |
$5.78K - $6.38K
|
2.72K
$75.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
72+ 1.0% |
$5.55K - $6.12K
|
7.27K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
70+ 1.4% |
$5.39K - $5.95K
|
5.07K
$141K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
69+ 1.07% |
$5.31K - $5.87K
|
6.5K
$181K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
65+ 1.64% |
$5.01K - $5.53K
|
4.03K
$112K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
63+ 1.97% |
$4.85K - $5.36K
|
3.27K
$90.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
63+ 1.22% |
$4.85K - $5.36K
|
5.22K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
62+ 0.39% |
$4.78K - $5.27K
|
15.8K
$440K
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
62+ 1.95% |
$4.78K - $5.27K
|
3.25K
$90.3K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
62+ 29.81% |
$4.78K - $5.27K
|
270
$7.51K
|