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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
94+ 2.64% |
$2.29K - $2.62K
|
3.66K
$100K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
89+ 0.93% |
$2.16K - $2.48K
|
9.66K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
85New |
$2.07K - $2.37K
|
85
$2.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
85+ 0.78% |
$2.07K - $2.37K
|
11K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
83+ 0.98% |
$2.02K - $2.31K
|
8.56K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
83+ 0.2% |
$2.02K - $2.31K
|
42.5K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
80+ 0.96% |
$1.95K - $2.23K
|
8.42K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
79+ 0.34% |
$1.92K - $2.2K
|
23.4K
$642K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
77+ 0.33% |
$1.87K - $2.15K
|
23.2K
$637K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
74+ 0.68% |
$1.8K - $2.06K
|
10.9K
$300K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
73+ 0.76% |
$1.78K - $2.03K
|
9.73K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
70New |
$1.7K - $1.95K
|
70
$1.92K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 0.34% |
$1.7K - $1.95K
|
20.5K
$564K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
66+ 0.25% |
$1.61K - $1.84K
|
26.4K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64+ 0.65% |
$1.56K - $1.78K
|
9.86K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
62New |
$1.51K - $1.73K
|
62
$1.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
62+ 0.79% |
$1.51K - $1.73K
|
7.93K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
61+ 0.66% |
$1.48K - $1.7K
|
9.25K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
61+ 0.03% |
$1.48K - $1.7K
|
180K
$4.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
60New |
$1.46K - $1.67K
|
60
$1.65K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
58+ 0.14% |
$1.41K - $1.62K
|
40.2K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
52+ 0.25% |
$1.26K - $1.45K
|
20.5K
$564K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
52+ 0.17% |
$1.26K - $1.45K
|
31.1K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 0.48% |
$1.22K - $1.39K
|
10.6K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.27% |
$1.22K - $1.39K
|
18.3K
$503K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
46+ 0.37% |
$1.12K - $1.28K
|
12.3K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
44+ 0.17% |
$1.07K - $1.23K
|
26.2K
$721K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
44+ 0.16% |
$1.07K - $1.23K
|
28.3K
$777K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
39+ 0.14% |
$948 - $1.09K
|
27K
$741K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
38+ 6.33% |
$924 - $1.06K
|
638
$17.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
38+ 0.5% |
$924 - $1.06K
|
7.58K
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
37+ 1.91% |
$900 - $1.03K
|
1.97K
$54.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
36+ 0.01% |
$876 - $1K
|
343K
$9.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
32+ 0.25% |
$778 - $892
|
12.8K
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
30+ 83.33% |
$730 - $836
|
66
$1.81K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
30+ 43.48% |
$730 - $836
|
99
$2.72K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28New |
$681 - $780
|
28
$769
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
27+ 0.61% |
$657 - $752
|
4.42K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
26+ 0.28% |
$632 - $725
|
9.34K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
25+ 0.1% |
$608 - $697
|
26.1K
$717K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
24+ 0.04% |
$584 - $669
|
59.6K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23+ 0.19% |
$559 - $641
|
11.9K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
21+ 0.97% |
$511 - $585
|
2.19K
$60.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20+ 24.39% |
$486 - $557
|
102
$2.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
19+ 0.24% |
$462 - $530
|
7.93K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
19+ 0.03% |
$462 - $530
|
58.5K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
17+ 1.0% |
$413 - $474
|
1.72K
$47.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.17% |
$413 - $474
|
10.1K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
16+ 0.06% |
$389 - $446
|
27.7K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.46% |
$365 - $418
|
3.29K
$90.4K
|