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 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5.86KNew |
$158K - $167K
|
5.86K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.46K+ 3.89% |
$147K - $156K
|
146K
$4.01M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
5.41K+ 47.73% |
$146K - $154K
|
16.7K
$460K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.19K+ 16.68% |
$140K - $148K
|
36.3K
$998K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.72K+ 23.76% |
$127K - $135K
|
24.6K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.65KNew |
$126K - $133K
|
4.65K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
4.42K+ 200.0% |
$119K - $126K
|
6.64K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.11K+ 0.19% |
$111K - $117K
|
2.14M
$58.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.1K+ 25.02% |
$111K - $117K
|
20.5K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4.03KNew |
$109K - $115K
|
4.03K
$111K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.81K+ 2.26% |
$103K - $109K
|
173K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.45K+ 29.93% |
$93.2K - $98.4K
|
15K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.43K+ 32.57% |
$92.7K - $97.9K
|
14K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.35K+ 1.67% |
$90.5K - $95.6K
|
204K
$5.61M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 2.23% |
$89.5K - $94.6K
|
152K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.27K+ 34.41% |
$88.4K - $93.4K
|
12.8K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.2K+ 4.82% |
$86.3K - $91.2K
|
69.5K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$84K - $88.7K
|
3.11K
$85.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$81K - $85.6K
|
3K
$82.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.95K+ 29.46% |
$79.6K - $84.1K
|
13K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 1.07% |
$77K - $81.3K
|
268K
$7.38M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.74K+ 20.94% |
$74K - $78.2K
|
15.8K
$435K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.69KNew |
$72.6K - $76.7K
|
2.69K
$73.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.64KNew |
$71.2K - $75.2K
|
2.64K
$72.4K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.51K+ 16.43% |
$67.8K - $71.7K
|
17.8K
$489K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.47K+ 40.66% |
$66.7K - $70.5K
|
8.55K
$235K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.34K+ 24.8% |
$63.2K - $66.8K
|
11.8K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.1KNew |
$56.7K - $59.9K
|
2.1K
$57.7K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
2KNew |
$54K - $57.1K
|
2K
$55K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1.99KNew |
$53.8K - $56.9K
|
1.99K
$54.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.94K+ 26.38% |
$52.3K - $55.3K
|
9.28K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.75K+ 2824.19% |
$47.3K - $50K
|
1.81K
$49.8K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.62K+ 17.14% |
$43.8K - $46.2K
|
11.1K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.59K+ 3.49% |
$43K - $45.5K
|
47.3K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 19.47% |
$41.5K - $43.8K
|
9.43K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.48K+ 1.34% |
$39.9K - $42.2K
|
112K
$3.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.46K+ 9.34% |
$39.4K - $41.6K
|
17.1K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 2.69% |
$39.2K - $41.4K
|
55.4K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.42KNew |
$38.4K - $40.6K
|
1.42K
$39.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.42K+ 17.88% |
$38.3K - $40.5K
|
9.35K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.22KNew |
$32.9K - $34.8K
|
1.22K
$33.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1.13K+ 1.7% |
$30.6K - $32.4K
|
67.9K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1.1K+ 7.09% |
$29.8K - $31.5K
|
16.7K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 8.72% |
$29.4K - $31.1K
|
13.6K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
984+ 12.86% |
$26.6K - $28.1K
|
8.64K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
974+ 0.47% |
$26.3K - $27.8K
|
207K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
799+ 3.65% |
$21.6K - $22.8K
|
22.7K
$623K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
781+ 5.85% |
$21.1K - $22.3K
|
14.1K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
488+ 4.94% |
$13.2K - $13.9K
|
10.4K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
424+ 1.86% |
$11.5K - $12.1K
|
23.3K
$639K
|