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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5K+ 142.86% |
$135K - $425K
|
8.5K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
5K+ 189.68% |
$135K - $425K
|
7.63K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4.94K+ 200.0% |
$133K - $419K
|
7.41K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.84K+ 180.82% |
$130K - $411K
|
7.51K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
4.76KNew |
$128K - $404K
|
4.76K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
4.6K+ 213.91% |
$124K - $391K
|
6.75K
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
3.86KNew |
$104K - $328K
|
3.86K
$105K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.8K+ 200.0% |
$102K - $323K
|
5.7K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.72KNew |
$100K - $316K
|
3.72K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.6KNew |
$96.9K - $306K
|
3.6K
$97.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.48K+ 30.96% |
$93.7K - $296K
|
14.7K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.24K+ 32.42% |
$87.3K - $275K
|
13.2K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.11K+ 200.06% |
$83.8K - $264K
|
4.67K
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.92KNew |
$78.6K - $248K
|
2.92K
$79K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.83KNew |
$76.1K - $240K
|
2.83K
$76.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.75K+ 175.06% |
$73.9K - $233K
|
4.31K
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.73K+ 202.67% |
$73.6K - $232K
|
4.08K
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.5KNew |
$67.3K - $212K
|
2.5K
$67.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.49K+ 200.0% |
$67K - $211K
|
3.73K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.37K+ 200.0% |
$63.9K - $202K
|
3.56K
$96.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.34KNew |
$63K - $199K
|
2.34K
$63.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 200.0% |
$61.8K - $195K
|
3.44K
$93.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.28K+ 256.05% |
$61.5K - $194K
|
3.18K
$86K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.28K+ 200.0% |
$61.4K - $194K
|
3.42K
$92.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.17KNew |
$58.4K - $184K
|
2.17K
$58.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.14K+ 140.7% |
$57.6K - $182K
|
3.66K
$99.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.08K+ 506.59% |
$55.9K - $176K
|
2.49K
$67.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.03K+ 200.0% |
$54.7K - $172K
|
3.05K
$82.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.89K+ 654.51% |
$50.8K - $160K
|
2.17K
$58.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.88KNew |
$50.5K - $159K
|
1.88K
$50.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.85K+ 200.0% |
$49.8K - $157K
|
2.78K
$75.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.71K+ 247.32% |
$46K - $145K
|
2.4K
$65K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.52K+ 214.08% |
$40.9K - $129K
|
2.23K
$60.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.45KNew |
$39K - $123K
|
1.45K
$39.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.42K+ 200.0% |
$38.3K - $121K
|
2.14K
$57.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.42KNew |
$38.3K - $121K
|
1.42K
$38.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.28KNew |
$34.4K - $108K
|
1.28K
$34.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.24K+ 200.0% |
$33.4K - $106K
|
1.86K
$50.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.2KNew |
$32.3K - $102K
|
1.2K
$32.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1.2K+ 200.0% |
$32.3K - $102K
|
1.8K
$48.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2K+ 201.01% |
$32.2K - $102K
|
1.79K
$48.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.19KNew |
$32.1K - $101K
|
1.19K
$32.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
1.13K+ 200.0% |
$30.5K - $96.2K
|
1.7K
$46K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.04K+ 202.53% |
$28K - $88.3K
|
1.55K
$42K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 201.57% |
$27.7K - $87.3K
|
1.54K
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1K+ 200.0% |
$26.9K - $85K
|
1.5K
$40.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
996+ 200.0% |
$26.8K - $84.6K
|
1.49K
$40.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
966New |
$26K - $82.1K
|
966
$26.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
900+ 200.0% |
$24.2K - $76.5K
|
1.35K
$36.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
853+ 5.24% |
$23K - $72.5K
|
17.1K
$464K
|