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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
128+ 0.86% |
$3.46K - $3.65K
|
15K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
122+ 1.33% |
$3.3K - $3.48K
|
9.31K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
117+ 0.63% |
$3.16K - $3.34K
|
18.7K
$510K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
116+ 0.88% |
$3.13K - $3.31K
|
13.2K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
110+ 0.13% |
$2.97K - $3.14K
|
82.6K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
104+ 0.4% |
$2.81K - $2.97K
|
25.9K
$706K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101+ 44.89% |
$2.73K - $2.88K
|
326
$8.88K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$2.7K - $2.85K
|
100
$2.72K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 0.83% |
$2.65K - $2.8K
|
11.9K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
96+ 5.25% |
$2.59K - $2.74K
|
1.92K
$52.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
95+ 0.9% |
$2.57K - $2.71K
|
10.7K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
90+ 0.2% |
$2.43K - $2.57K
|
44.3K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
89+ 0.9% |
$2.4K - $2.54K
|
9.99K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
88+ 0.47% |
$2.38K - $2.51K
|
18.9K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
87+ 0.87% |
$2.35K - $2.48K
|
10.1K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
85+ 0.89% |
$2.3K - $2.43K
|
9.64K
$263K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84+ 0.09% |
$2.27K - $2.4K
|
89.9K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
82+ 0.49% |
$2.21K - $2.34K
|
16.7K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
82+ 0.86% |
$2.21K - $2.34K
|
9.57K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
81+ 1.08% |
$2.19K - $2.31K
|
7.55K
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80New |
$2.16K - $2.28K
|
80
$2.18K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
78New |
$2.11K - $2.23K
|
78
$2.12K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
75New |
$2.03K - $2.14K
|
75
$2.04K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 0.32% |
$2.03K - $2.14K
|
23.4K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
72+ 0.32% |
$1.94K - $2.05K
|
22.5K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
71New |
$1.92K - $2.03K
|
71
$1.93K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
68+ 0.23% |
$1.84K - $1.94K
|
29.1K
$793K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
67+ 0.7% |
$1.81K - $1.91K
|
9.66K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
66+ 0.47% |
$1.78K - $1.88K
|
14.2K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
66+ 0.9% |
$1.78K - $1.88K
|
7.42K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
65+ 0.34% |
$1.76K - $1.86K
|
19K
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
63+ 1.33% |
$1.7K - $1.8K
|
4.81K
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
63+ 0.83% |
$1.7K - $1.8K
|
7.66K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 0.44% |
$1.62K - $1.71K
|
13.6K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 2.86% |
$1.59K - $1.68K
|
2.12K
$57.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 5.97% |
$1.35K - $1.43K
|
887
$24.2K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.02% |
$1.32K - $1.4K
|
202K
$5.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
46+ 0.15% |
$1.24K - $1.31K
|
31K
$845K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
42+ 0.69% |
$1.13K - $1.2K
|
6.09K
$166K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
42+ 0.56% |
$1.13K - $1.2K
|
7.54K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
39+ 0.43% |
$1.05K - $1.11K
|
9.19K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
35New |
$945 - $999
|
35
$953
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
35+ 0.25% |
$945 - $999
|
14K
$382K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
27New |
$729 - $771
|
27
$735
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
25+ 20.16% |
$675 - $714
|
149
$4.06K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
23+ 0.03% |
$621 - $656
|
83.1K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 0.9% |
$594 - $628
|
2.46K
$67.1K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
21+ 0.05% |
$567 - $599
|
45.2K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.16% |
$567 - $599
|
13.1K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
19+ 6.91% |
$513 - $542
|
294
$8.01K
|