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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$1.46K - $1.62K
|
19
$515
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19+ 0.53% |
$1.46K - $1.62K
|
3.57K
$96.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16New |
$1.23K - $1.36K
|
16
$433
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
16+ 0.13% |
$1.23K - $1.36K
|
12.1K
$328K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
16+ 0.15% |
$1.23K - $1.36K
|
10.7K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
15New |
$1.16K - $1.28K
|
15
$406
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15+ 1.89% |
$1.16K - $1.28K
|
807
$21.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
15+ 0.24% |
$1.16K - $1.28K
|
6.17K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
14+ 6.86% |
$1.08K - $1.19K
|
218
$5.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13+ 1.22% |
$1K - $1.11K
|
1.08K
$29.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.43% |
$847 - $936
|
2.59K
$70.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
10+ 0.27% |
$770 - $851
|
3.75K
$102K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$693 - $766
|
6.54K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
7+ 0.08% |
$539 - $595
|
9.21K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7+ 0.05% |
$539 - $595
|
12.9K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 0.47% |
$539 - $595
|
1.49K
$40.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.04% |
$462 - $510
|
14.8K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 1.22% |
$462 - $510
|
496
$13.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4+ 0.08% |
$308 - $340
|
5.04K
$136K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 1.57% |
$308 - $340
|
258
$6.99K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 1.09% |
$308 - $340
|
370
$10K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 0.57% |
$231 - $255
|
527
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.06% |
$231 - $255
|
5.1K
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.01% |
$231 - $255
|
47K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.51% |
$231 - $255
|
595
$16.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$231 - $255
|
10.1K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3+ 0.1% |
$231 - $255
|
2.97K
$80.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.05% |
$231 - $255
|
290
$7.85K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.45% |
$231 - $255
|
668
$18.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.07% |
$154 - $170
|
2.96K
$80K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2+ 0.03% |
$154 - $170
|
7.83K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 2.94% |
$154 - $170
|
70
$1.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2+ 0.07% |
$154 - $170
|
2.73K
$74K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.02% |
$154 - $170
|
8.16K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.82% |
$154 - $170
|
245
$6.63K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2+ 0.08% |
$154 - $170
|
2.6K
$70.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1+ 0.85% |
$77 - $85.1
|
119
$3.22K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1+ 0.01% |
$77 - $85.1
|
13K
$353K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.11% |
$77 - $85.1
|
91
$2.46K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 0.04% |
$77 - $85.1
|
2.25K
$60.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1+ 0.01% |
$77 - $85.1
|
6.73K
$182K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.64% |
$77 - $85.1
|
62
$1.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1+ 2.04% |
$77 - $85.1
|
50
$1.35K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$77 - $85.1
|
49.2K
$1.33M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.76M+ 2338.38% |
$740M - $782M
|
10.2M
$275M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.62M+ 41.46% |
$199M - $210M
|
8.94M
$242M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52.6KNew |
$3.99M - $4.22M
|
52.6K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
40.8K+ 10.36% |
$3.09M - $3.27M
|
435K
$11.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
34.2KNew |
$2.59M - $2.74M
|
34.2K
$925K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
31.4K+ 94.29% |
$2.38M - $2.52M
|
64.7K
$1.75M
|
|