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 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
180+ 0.7% |
$4.86K - $5.14K
|
25.7K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
170+ 1.01% |
$4.59K - $4.85K
|
17.1K
$469K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153+ 42.5% |
$4.13K - $4.37K
|
513
$14.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
153New |
$4.13K - $4.37K
|
153
$4.2K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
141New |
$3.81K - $4.02K
|
141
$3.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
117+ 0.63% |
$3.16K - $3.34K
|
18.7K
$514K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
104+ 0.4% |
$2.81K - $2.97K
|
25.9K
$712K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101+ 44.89% |
$2.73K - $2.88K
|
326
$8.96K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$2.7K - $2.85K
|
100
$2.75K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
90+ 0.2% |
$2.43K - $2.57K
|
44.3K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
81+ 1.08% |
$2.19K - $2.31K
|
7.55K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80New |
$2.16K - $2.28K
|
80
$2.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
78New |
$2.11K - $2.23K
|
78
$2.14K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
75New |
$2.03K - $2.14K
|
75
$2.06K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
66+ 0.9% |
$1.78K - $1.88K
|
7.42K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
63+ 1.33% |
$1.7K - $1.8K
|
4.81K
$132K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
63+ 0.83% |
$1.7K - $1.8K
|
7.66K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 2.86% |
$1.59K - $1.68K
|
2.12K
$58.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
42+ 0.56% |
$1.13K - $1.2K
|
7.54K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
35New |
$945 - $999
|
35
$962
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
27New |
$729 - $771
|
27
$742
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 0.9% |
$594 - $628
|
2.46K
$67.7K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
21+ 0.05% |
$567 - $599
|
45.2K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.16% |
$567 - $599
|
13.1K
$361K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.01% |
$486 - $514
|
143K
$3.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6+ 0.52% |
$162 - $171
|
1.16K
$31.8K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5+ 0.82% |
$135 - $143
|
614
$16.9K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5+ 250.0% |
$135 - $143
|
7
$192
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$108 - $114
|
30.4K
$836K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.61% |
$108 - $114
|
663
$18.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$54 - $57.1
|
1.73K
$47.7K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.05M+ 200.0% |
$28.4M - $89.5M
|
1.58M
$43.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
652K+ 216.01% |
$17.6M - $55.4M
|
954K
$26.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
391K+ 198.0% |
$10.5M - $33.2M
|
589K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
341KNew |
$9.18M - $29M
|
341K
$9.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
309K+ 234.4% |
$8.33M - $26.3M
|
441K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
264KNew |
$7.11M - $22.4M
|
264K
$7.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
222K+ 201.05% |
$5.97M - $18.8M
|
332K
$9.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
210KNew |
$5.66M - $17.8M
|
210K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
168K+ 106250.0% |
$4.52M - $14.3M
|
168K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
146K+ 200.0% |
$3.93M - $12.4M
|
219K
$6.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
143KNew |
$3.84M - $12.1M
|
143K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
121KNew |
$3.26M - $10.3M
|
121K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
115K+ 198.63% |
$3.11M - $9.81M
|
174K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
103K+ 204.4% |
$2.79M - $8.79M
|
154K
$4.23M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
100KNew |
$2.7M - $8.51M
|
100K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
93.9KNew |
$2.53M - $7.98M
|
93.9K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
89.2K+ 200.0% |
$2.4M - $7.58M
|
134K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
83KNew |
$2.24M - $7.05M
|
83K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
79.1KNew |
$2.13M - $6.72M
|
79.1K
$2.17M
|
|