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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21K+ 12.57% |
$1.59M - $1.68M
|
188K
$5.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
12.3KNew |
$932K - $985K
|
12.3K
$342K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12KNew |
$908K - $960K
|
12K
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
9.41K+ 132.98% |
$713K - $754K
|
16.5K
$458K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9.04K+ 11.04% |
$685K - $725K
|
90.9K
$2.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
8.94KNew |
$678K - $716K
|
8.94K
$249K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.29KNew |
$629K - $665K
|
8.29K
$231K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.22KNew |
$547K - $579K
|
7.22K
$201K
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
7.22KNew |
$547K - $579K
|
7.22K
$201K
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
6.51K+ 13.43% |
$493K - $521K
|
55K
$1.53M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.27K+ 117.56% |
$476K - $503K
|
11.6K
$323K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.69K+ 294.26% |
$432K - $456K
|
7.63K
$212K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
5.55KNew |
$421K - $445K
|
5.55K
$154K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.44K+ 148.3% |
$412K - $436K
|
9.11K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.82K+ 29.26% |
$365K - $386K
|
21.3K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
4.63KNew |
$351K - $371K
|
4.63K
$129K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.49KNew |
$340K - $360K
|
4.49K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.31KNew |
$327K - $345K
|
4.31K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$256K - $271K
|
3.38K
$94K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.34KNew |
$253K - $267K
|
3.34K
$92.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 36.14% |
$246K - $261K
|
12.2K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3KNew |
$228K - $241K
|
3K
$83.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.72KNew |
$206K - $218K
|
2.72K
$75.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.68KNew |
$203K - $215K
|
2.68K
$74.6K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.6K+ 71.03% |
$197K - $209K
|
6.27K
$174K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.6KNew |
$197K - $208K
|
2.6K
$72.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.52KNew |
$191K - $202K
|
2.52K
$70.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 63.88% |
$169K - $179K
|
5.72K
$159K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.12KNew |
$161K - $170K
|
2.12K
$59K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.03K+ 5.24% |
$154K - $162K
|
40.7K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94K+ 0.97% |
$147K - $156K
|
201K
$5.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.87K+ 3.44% |
$142K - $150K
|
56.3K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
1.78K+ 6.45% |
$135K - $142K
|
29.3K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.55K+ 40.36% |
$118K - $124K
|
5.39K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.5KNew |
$114K - $120K
|
1.5K
$41.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 21.84% |
$92.1K - $97.4K
|
6.78K
$189K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
1.1K+ 23.01% |
$83.4K - $88.2K
|
5.88K
$164K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
932New |
$70.7K - $74.7K
|
932
$25.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
825+ 220.0% |
$62.5K - $66.1K
|
1.2K
$33.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
803New |
$60.9K - $64.4K
|
803
$22.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
791New |
$60K - $63.4K
|
791
$22K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
770+ 1.96% |
$58.4K - $61.7K
|
40K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
670+ 10.86% |
$50.8K - $53.7K
|
6.84K
$190K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
501+ 1.61% |
$38K - $40.2K
|
31.7K
$882K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
376+ 10.06% |
$28.5K - $30.1K
|
4.11K
$114K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
350+ 12.12% |
$26.5K - $28.1K
|
3.24K
$90K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
343New |
$26K - $27.5K
|
343
$9.54K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
318New |
$24.1K - $25.5K
|
318
$8.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
316+ 1.07% |
$24K - $25.3K
|
29.7K
$827K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
300+ 0.92% |
$22.7K - $24K
|
33K
$918K
|