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 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
764+ 0.96% |
$20.6K - $21.8K
|
80.5K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
760+ 1.43% |
$20.5K - $21.7K
|
54K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
738+ 3.61% |
$19.9K - $21.1K
|
21.2K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
730+ 0.21% |
$19.7K - $20.8K
|
354K
$9.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
725+ 93.31% |
$19.6K - $20.7K
|
1.5K
$40.7K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
712+ 1.56% |
$19.2K - $20.3K
|
46.3K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
710+ 8.89% |
$19.2K - $20.3K
|
8.7K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
708+ 9.28% |
$19.1K - $20.2K
|
8.34K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
681+ 4.83% |
$18.4K - $19.4K
|
14.8K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
672+ 4.61% |
$18.2K - $19.2K
|
15.2K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
645+ 4.27% |
$17.4K - $18.4K
|
15.7K
$427K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
643+ 0.79% |
$17.4K - $18.4K
|
82.1K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
635+ 2.61% |
$17.2K - $18.1K
|
24.9K
$676K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
631+ 4.16% |
$17K - $18K
|
15.8K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
627+ 0.18% |
$16.9K - $17.9K
|
354K
$9.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
624+ 1.98% |
$16.9K - $17.8K
|
32.1K
$871K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
623+ 2.85% |
$16.8K - $17.8K
|
22.5K
$609K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
621+ 3.96% |
$16.8K - $17.7K
|
16.3K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
585+ 0.52% |
$15.8K - $16.7K
|
113K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
580+ 0.18% |
$15.7K - $16.6K
|
323K
$8.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
545+ 1.9% |
$14.7K - $15.6K
|
29.3K
$793K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
536+ 6.55% |
$14.5K - $15.3K
|
8.72K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
529+ 1.0% |
$14.3K - $15.1K
|
53.5K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
523+ 1.79% |
$14.1K - $14.9K
|
29.8K
$808K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
507+ 2.04% |
$13.7K - $14.5K
|
25.3K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
505+ 57.65% |
$13.6K - $14.4K
|
1.38K
$37.4K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
503+ 0.54% |
$13.6K - $14.4K
|
94.3K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
502+ 3.04% |
$13.6K - $14.3K
|
17K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
494+ 0.56% |
$13.3K - $14.1K
|
88.9K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
488+ 4.94% |
$13.2K - $13.9K
|
10.4K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
481+ 6.19% |
$13K - $13.7K
|
8.25K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
465+ 3.52% |
$12.6K - $13.3K
|
13.7K
$371K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
453+ 1.45% |
$12.2K - $12.9K
|
31.7K
$859K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
447+ 1.6% |
$12.1K - $12.8K
|
28.3K
$767K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
424+ 1.86% |
$11.5K - $12.1K
|
23.3K
$630K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
416New |
$11.2K - $11.9K
|
416
$11.3K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
412+ 2.06% |
$11.1K - $11.8K
|
20.5K
$554K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
400+ 3.2% |
$10.8K - $11.4K
|
12.9K
$349K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
395+ 0.39% |
$10.7K - $11.3K
|
101K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
394+ 0.32% |
$10.6K - $11.2K
|
122K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
382+ 1.98% |
$10.3K - $10.9K
|
19.7K
$534K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
382+ 0.76% |
$10.3K - $10.9K
|
50.4K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
367+ 2.71% |
$9.91K - $10.5K
|
13.9K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
362+ 2.11% |
$9.78K - $10.3K
|
17.5K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
360+ 1.37% |
$9.72K - $10.3K
|
26.6K
$722K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
336New |
$9.08K - $9.59K
|
336
$9.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
335+ 1.57% |
$9.05K - $9.56K
|
21.6K
$586K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
333+ 0.96% |
$8.99K - $9.5K
|
35.2K
$954K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
331+ 1.96% |
$8.94K - $9.45K
|
17.3K
$467K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
331+ 0.41% |
$8.94K - $9.45K
|
81.1K
$2.2M
|