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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34.3K+ 197.96% |
$923K - $2.91M
|
51.6K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
34.1K+ 329.39% |
$919K - $2.9M
|
44.5K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
34.1K+ 521.98% |
$919K - $2.9M
|
40.7K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
34K+ 37.29% |
$915K - $2.89M
|
125K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
33.9KNew |
$914K - $2.88M
|
33.9K
$952K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
33.7K+ 203.38% |
$907K - $2.86M
|
50.2K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
33.6K+ 360.4% |
$904K - $2.85M
|
42.9K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33.4K+ 124.54% |
$899K - $2.84M
|
60.2K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
33KNew |
$888K - $2.8M
|
33K
$925K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
32.7K+ 187.21% |
$881K - $2.78M
|
50.2K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
32.6K+ 193.86% |
$878K - $2.77M
|
49.4K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
32.6K+ 211.47% |
$877K - $2.77M
|
48K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32.5K+ 188.35% |
$875K - $2.76M
|
49.7K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
32.3K+ 221.91% |
$870K - $2.75M
|
46.9K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
32.3K+ 188.42% |
$870K - $2.74M
|
49.4K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
32.3K+ 204.57% |
$869K - $2.74M
|
48K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
32.3KNew |
$869K - $2.74M
|
32.3K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
32.2K+ 208.81% |
$868K - $2.74M
|
47.7K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
32.1KNew |
$864K - $2.73M
|
32.1K
$900K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
32KNew |
$863K - $2.72M
|
32K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
31.7K+ 200.54% |
$854K - $2.69M
|
47.5K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31.7K+ 192.2% |
$853K - $2.69M
|
48.2K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
31.6KNew |
$851K - $2.69M
|
31.6K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
31.5K+ 199.81% |
$847K - $2.67M
|
47.2K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
31.3K+ 202.3% |
$844K - $2.66M
|
46.8K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
31.2KNew |
$840K - $2.65M
|
31.2K
$875K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
31.2K+ 216.63% |
$839K - $2.65M
|
45.6K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31.2K+ 201.32% |
$839K - $2.65M
|
46.7K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
31.1K+ 200.86% |
$836K - $2.64M
|
46.5K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
31K+ 204.11% |
$835K - $2.63M
|
46.2K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30.9K+ 144.64% |
$833K - $2.63M
|
52.3K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
30.8K+ 180.64% |
$830K - $2.62M
|
47.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
30.7KNew |
$827K - $2.61M
|
30.7K
$862K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
30.7K+ 201.5% |
$825K - $2.6M
|
45.9K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
30.6K+ 232.87% |
$824K - $2.6M
|
43.8K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
30.5K+ 210.18% |
$822K - $2.59M
|
45K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
30.5K+ 221.51% |
$821K - $2.59M
|
44.2K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
30.4K+ 167.21% |
$819K - $2.58M
|
48.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30.3K+ 3559.46% |
$816K - $2.57M
|
31.1K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
30.1K+ 200.0% |
$811K - $2.56M
|
45.2K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
29.8K+ 203.8% |
$803K - $2.53M
|
44.4K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
29.8K+ 174.78% |
$802K - $2.53M
|
46.8K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.7K+ 265.61% |
$800K - $2.52M
|
40.9K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.6K+ 328.78% |
$798K - $2.52M
|
38.7K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29.6K+ 192.54% |
$797K - $2.51M
|
45K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29.6K+ 201.36% |
$796K - $2.51M
|
44.3K
$1.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
29.5K+ 201.58% |
$795K - $2.51M
|
44.2K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
29.5K+ 200.04% |
$795K - $2.51M
|
44.3K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
29.3K+ 177.95% |
$790K - $2.49M
|
45.8K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.3KNew |
$789K - $2.49M
|
29.3K
$822K
|