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 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
275+ 9.5% |
$20.8K - $22K
|
3.17K
$88.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
244+ 8.99% |
$18.5K - $19.6K
|
2.96K
$82.3K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
211+ 3.22% |
$16K - $16.9K
|
6.76K
$188K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
200New |
$15.2K - $16K
|
200
$5.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
195+ 1.71% |
$14.8K - $15.6K
|
11.6K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
194+ 5.93% |
$14.7K - $15.5K
|
3.47K
$96.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
148New |
$11.2K - $11.9K
|
148
$4.12K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
137New |
$10.4K - $11K
|
137
$3.81K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
122New |
$9.25K - $9.78K
|
122
$3.39K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
108+ 2.13% |
$8.19K - $8.66K
|
5.18K
$144K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
101New |
$7.66K - $8.1K
|
101
$2.81K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
53+ 3.17% |
$4.02K - $4.25K
|
1.72K
$47.9K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50New |
$3.79K - $4.01K
|
50
$1.39K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$2.35K - $2.48K
|
31
$862
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
31+ 0.93% |
$2.35K - $2.48K
|
3.35K
$93.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
26New |
$1.97K - $2.08K
|
26
$723
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25New |
$1.9K - $2K
|
25
$695
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
23New |
$1.74K - $1.84K
|
23
$640
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
17+ 0.43% |
$1.29K - $1.36K
|
3.96K
$110K
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
8+ 0.08% |
$606 - $641
|
10.2K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 0.25% |
$455 - $481
|
2.36K
$65.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
6New |
$455 - $481
|
6
$167
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$379 - $401
|
5
$139
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4+ 0.1% |
$303 - $321
|
4.01K
$111K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
3+ 0.1% |
$227 - $240
|
2.97K
$82.5K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2New |
$152 - $160
|
2
$55.6
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1+ 1.49% |
$75.8 - $80.2
|
68
$1.89K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
271K+ 50.46% |
$20.4M - $21.8M
|
807K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
223K+ 34.17% |
$16.8M - $18M
|
877K
$24.4M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
69.5KNew |
$5.23M - $5.6M
|
69.5K
$1.93M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
63.3K+ 465.77% |
$4.77M - $5.11M
|
76.9K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
44.6KNew |
$3.36M - $3.6M
|
44.6K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
40.5K+ 0.42% |
$3.05M - $3.26M
|
9.72M
$270M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.7KNew |
$2.91M - $3.12M
|
38.7K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
26.1KNew |
$1.97M - $2.11M
|
26.1K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.5K+ 549.75% |
$1.77M - $1.9M
|
27.8K
$774K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
21.9KNew |
$1.65M - $1.77M
|
21.9K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
21.9K+ 10.1% |
$1.65M - $1.77M
|
239K
$6.65M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
19.2KNew |
$1.44M - $1.55M
|
19.2K
$534K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.5KNew |
$1.16M - $1.25M
|
15.5K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$972K - $1.04M
|
12.9K
$359K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
12.8KNew |
$962K - $1.03M
|
12.8K
$356K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.89KNew |
$744K - $797K
|
9.89K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
9.6KNew |
$722K - $774K
|
9.6K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.12KNew |
$687K - $736K
|
9.12K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.56K+ 26.49% |
$569K - $610K
|
36.1K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.55KNew |
$493K - $528K
|
6.55K
$182K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.33KNew |
$476K - $510K
|
6.33K
$176K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.21KNew |
$467K - $501K
|
6.21K
$173K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
5.98KNew |
$450K - $482K
|
5.98K
$166K
|
|