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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
15.8KNew |
$425K - $1.34M
|
15.8K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.7K+ 207.0% |
$424K - $1.34M
|
23.3K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
15.7K+ 121.3% |
$424K - $1.34M
|
28.7K
$805K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
15.7KNew |
$424K - $1.34M
|
15.7K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
15.7K+ 231.52% |
$424K - $1.34M
|
22.5K
$632K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
15.7K+ 187.33% |
$423K - $1.33M
|
24.1K
$675K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
15.6K+ 237.01% |
$420K - $1.33M
|
22.2K
$623K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
15.6KNew |
$420K - $1.33M
|
15.6K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
15.5K+ 200.96% |
$418K - $1.32M
|
23.2K
$652K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
15.4KNew |
$415K - $1.31M
|
15.4K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
15.3K+ 200.0% |
$413K - $1.3M
|
23K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
15.3K+ 28.18% |
$412K - $1.3M
|
69.6K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.3K+ 210.27% |
$412K - $1.3M
|
22.6K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
15.3K+ 202.83% |
$412K - $1.3M
|
22.8K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15.2K+ 200.0% |
$410K - $1.29M
|
22.8K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.2K+ 195.6% |
$410K - $1.29M
|
23K
$645K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.2K+ 202.76% |
$409K - $1.29M
|
22.7K
$637K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
15.1KNew |
$408K - $1.29M
|
15.1K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
15.1K+ 213.44% |
$406K - $1.28M
|
22.2K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
15.1KNew |
$406K - $1.28M
|
15.1K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
15K+ 197.96% |
$405K - $1.28M
|
22.6K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
15K+ 197.71% |
$405K - $1.28M
|
22.6K
$635K
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
15K+ 205.12% |
$404K - $1.28M
|
22.3K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
15K+ 255.32% |
$404K - $1.27M
|
20.9K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15K+ 265.48% |
$403K - $1.27M
|
20.6K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.9K+ 199.73% |
$402K - $1.27M
|
22.4K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
14.9K+ 200.84% |
$401K - $1.27M
|
22.3K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14.9K+ 191.58% |
$401K - $1.26M
|
22.6K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.8K+ 194.04% |
$399K - $1.26M
|
22.5K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14.7K+ 200.0% |
$397K - $1.25M
|
22.1K
$620K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
14.7K+ 226.78% |
$397K - $1.25M
|
21.2K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.7K+ 218.31% |
$396K - $1.25M
|
21.4K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
14.7K+ 584.8% |
$396K - $1.25M
|
17.2K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.6KNew |
$394K - $1.24M
|
14.6K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
14.6K+ 201.05% |
$393K - $1.24M
|
21.9K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
14.6K+ 199.99% |
$392K - $1.24M
|
21.8K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
14.5K+ 318.8% |
$390K - $1.23M
|
19K
$534K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.4K+ 170.18% |
$389K - $1.23M
|
22.9K
$643K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
14.4K+ 211.34% |
$389K - $1.23M
|
21.3K
$596K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
14.3K+ 80.39% |
$386K - $1.22M
|
32.2K
$902K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
14.3K+ 246.26% |
$384K - $1.21M
|
20.1K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14.2K+ 203.48% |
$383K - $1.21M
|
21.2K
$595K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
14.2KNew |
$382K - $1.2M
|
14.2K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
14.1KNew |
$381K - $1.2M
|
14.1K
$397K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14.1K+ 200.8% |
$379K - $1.2M
|
21.1K
$592K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.1KNew |
$379K - $1.19M
|
14.1K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.1K+ 194.83% |
$379K - $1.19M
|
21.3K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
14K+ 184.32% |
$378K - $1.19M
|
21.6K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
14KNew |
$376K - $1.19M
|
14K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13.9K+ 197.92% |
$374K - $1.18M
|
20.9K
$586K
|