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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
15.8KNew |
$425K - $1.34M
|
15.8K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
15.8KNew |
$425K - $1.34M
|
15.8K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.2K+ 195.6% |
$410K - $1.29M
|
23K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.2K+ 202.76% |
$409K - $1.29M
|
22.7K
$615K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.6KNew |
$394K - $1.24M
|
14.6K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
14.1KNew |
$381K - $1.2M
|
14.1K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
13.8K+ 239.75% |
$373K - $1.18M
|
19.6K
$532K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
13.7K+ 251.11% |
$369K - $1.16M
|
19.1K
$518K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13.4KNew |
$360K - $1.13M
|
13.4K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
13.1KNew |
$353K - $1.11M
|
13.1K
$356K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13K+ 197.7% |
$350K - $1.1M
|
19.6K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
13K+ 236.55% |
$349K - $1.1M
|
18.4K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
12.9KNew |
$348K - $1.1M
|
12.9K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
12.8K+ 208.83% |
$346K - $1.09M
|
19K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
12.7K+ 189.91% |
$343K - $1.08M
|
19.5K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
12.6K+ 197.75% |
$340K - $1.07M
|
19K
$515K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
12.4K+ 200.34% |
$333K - $1.05M
|
18.5K
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
12.3KNew |
$332K - $1.05M
|
12.3K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12.3K+ 196.74% |
$332K - $1.05M
|
18.6K
$504K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.2K+ 1.34% |
$329K - $1.04M
|
925K
$25.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
12.1K+ 319.97% |
$326K - $1.03M
|
15.9K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.9K+ 228.63% |
$321K - $1.01M
|
17.1K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 200.0% |
$308K - $972K
|
17.2K
$465K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11.4K+ 418.17% |
$308K - $972K
|
14.2K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
11.1K+ 145.94% |
$299K - $945K
|
18.7K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.8K+ 199.98% |
$290K - $915K
|
16.2K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.6K+ 200.0% |
$286K - $903K
|
16K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
10.6K+ 194.02% |
$286K - $902K
|
16.1K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.6KNew |
$284K - $897K
|
10.6K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
10.6K+ 200.02% |
$284K - $896K
|
15.8K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10.5K+ 34900.0% |
$282K - $889K
|
10.5K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.92K+ 200.0% |
$267K - $843K
|
14.9K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.9KNew |
$266K - $841K
|
9.9K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
9.61K+ 208.95% |
$259K - $817K
|
14.2K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
9.6K+ 199.56% |
$259K - $816K
|
14.4K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
9.55K+ 200.0% |
$257K - $811K
|
14.3K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.19K+ 210.37% |
$248K - $781K
|
13.6K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
9KNew |
$242K - $765K
|
9K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.98K+ 209.52% |
$242K - $763K
|
13.3K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
8.88KNew |
$239K - $755K
|
8.88K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.81KNew |
$237K - $748K
|
8.81K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
8.76K+ 202.8% |
$236K - $744K
|
13.1K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.75K+ 208.51% |
$236K - $743K
|
12.9K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
8.68K+ 200.0% |
$234K - $738K
|
13K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
8.5K+ 283.33% |
$229K - $722K
|
11.5K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
8.47KNew |
$228K - $720K
|
8.47K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
8.37K+ 200.0% |
$226K - $711K
|
12.6K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
8.31K+ 200.0% |
$224K - $706K
|
12.5K
$338K
|