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 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
289+ 0.58% |
$7.81K - $8.25K
|
50.2K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
273+ 0.86% |
$7.37K - $7.79K
|
31.9K
$863K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
273+ 1.35% |
$7.37K - $7.79K
|
20.5K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
267+ 2.63% |
$7.21K - $7.62K
|
10.4K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
260+ 0.4% |
$7.02K - $7.42K
|
66K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
250+ 0.45% |
$6.75K - $7.14K
|
55.7K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
247+ 2.31% |
$6.67K - $7.05K
|
11K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
242+ 2.84% |
$6.54K - $6.91K
|
8.76K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
240+ 0.59% |
$6.48K - $6.85K
|
41.1K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
225+ 2.05% |
$6.08K - $6.42K
|
11.2K
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
218+ 1.52% |
$5.89K - $6.22K
|
14.6K
$394K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
216+ 0.89% |
$5.83K - $6.16K
|
24.4K
$662K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
205+ 0.9% |
$5.54K - $5.85K
|
23K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
204+ 1.45% |
$5.51K - $5.82K
|
14.3K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
201+ 1.92% |
$5.43K - $5.74K
|
10.6K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
197+ 22.88% |
$5.32K - $5.62K
|
1.06K
$28.7K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
189+ 0.19% |
$5.1K - $5.39K
|
101K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
187+ 1.19% |
$5.05K - $5.34K
|
15.9K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
185+ 0.47% |
$5K - $5.28K
|
39.3K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
180+ 0.7% |
$4.86K - $5.14K
|
25.7K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
172+ 0.48% |
$4.65K - $4.91K
|
35.7K
$967K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
171+ 1.78% |
$4.62K - $4.88K
|
9.8K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
170+ 1.01% |
$4.59K - $4.85K
|
17.1K
$463K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
166+ 2.23% |
$4.48K - $4.74K
|
7.6K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
162+ 1.68% |
$4.38K - $4.62K
|
9.78K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
160+ 0.2% |
$4.32K - $4.57K
|
78.8K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
158+ 2.05% |
$4.27K - $4.51K
|
7.87K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
155+ 1.44% |
$4.19K - $4.42K
|
10.9K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153+ 42.5% |
$4.13K - $4.37K
|
513
$13.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
153New |
$4.13K - $4.37K
|
153
$4.14K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
151+ 0.07% |
$4.08K - $4.31K
|
223K
$6.05M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
147+ 1.16% |
$3.97K - $4.2K
|
12.8K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
147+ 0.56% |
$3.97K - $4.2K
|
26.3K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
141New |
$3.81K - $4.02K
|
141
$3.82K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
135New |
$3.65K - $3.85K
|
135
$3.66K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
135+ 0.48% |
$3.65K - $3.85K
|
28K
$758K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
128+ 0.37% |
$3.46K - $3.65K
|
35K
$947K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
128+ 0.86% |
$3.46K - $3.65K
|
15K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
122+ 1.33% |
$3.3K - $3.48K
|
9.31K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
117+ 0.63% |
$3.16K - $3.34K
|
18.7K
$507K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
116+ 0.88% |
$3.13K - $3.31K
|
13.2K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
110+ 0.13% |
$2.97K - $3.14K
|
82.6K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
104+ 0.4% |
$2.81K - $2.97K
|
25.9K
$702K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101+ 44.89% |
$2.73K - $2.88K
|
326
$8.83K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$2.7K - $2.85K
|
100
$2.71K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 0.83% |
$2.65K - $2.8K
|
11.9K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
96+ 5.25% |
$2.59K - $2.74K
|
1.92K
$52.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
95+ 0.9% |
$2.57K - $2.71K
|
10.7K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
90+ 0.2% |
$2.43K - $2.57K
|
44.3K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
89+ 0.9% |
$2.4K - $2.54K
|
9.99K
$271K
|