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 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
900+ 200.0% |
$24.2K - $76.5K
|
1.35K
$36.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
853+ 5.24% |
$23K - $72.5K
|
17.1K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
843+ 169.96% |
$22.7K - $71.6K
|
1.34K
$36.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
830+ 200.0% |
$22.4K - $70.5K
|
1.25K
$33.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
818+ 88.05% |
$22K - $69.5K
|
1.75K
$47.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
784+ 200.0% |
$21.1K - $66.6K
|
1.18K
$32K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
747New |
$20.1K - $63.5K
|
747
$20.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
686+ 200.0% |
$18.5K - $58.3K
|
1.03K
$28K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
650+ 200.0% |
$17.5K - $55.2K
|
975
$26.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
600+ 1200.0% |
$16.2K - $51K
|
650
$17.7K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
540+ 200.0% |
$14.5K - $45.9K
|
810
$22.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
500+ 250.0% |
$13.5K - $42.5K
|
700
$19.1K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450New |
$12.1K - $38.2K
|
450
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
447New |
$12K - $38K
|
447
$12.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
440+ 200.0% |
$11.8K - $37.4K
|
660
$18K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
420+ 200.0% |
$11.3K - $35.7K
|
630
$17.2K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
400+ 200.0% |
$10.8K - $34K
|
600
$16.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
380+ 202.13% |
$10.2K - $32.3K
|
568
$15.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
334New |
$8.99K - $28.4K
|
334
$9.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300+ 200.0% |
$8.08K - $25.5K
|
450
$12.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
$8.08K - $25.5K
|
300
$8.17K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
284+ 200.0% |
$7.65K - $24.1K
|
426
$11.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
222+ 462.5% |
$5.98K - $18.9K
|
270
$7.35K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
218New |
$5.87K - $18.5K
|
218
$5.94K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
CALL |
200+ 200.0% |
$5.39K - $17K
|
300
$8.17K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 200.0% |
$5.39K - $17K
|
300
$8.17K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
152New |
$4.09K - $12.9K
|
152
$4.14K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
151+ 22.84% |
$4.07K - $12.8K
|
812
$22.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
120+ 200.0% |
$3.23K - $10.2K
|
180
$4.9K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
120New |
$3.23K - $10.2K
|
120
$3.27K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
116+ 200.0% |
$3.12K - $9.85K
|
174
$4.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
105New |
$2.83K - $8.92K
|
105
$2.86K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97+ 194.0% |
$2.61K - $8.24K
|
147
$4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$2.07K - $6.54K
|
77
$2.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
73New |
$1.97K - $6.2K
|
73
$1.99K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
72+ 79.12% |
$1.94K - $6.12K
|
163
$4.44K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
57+ 203.57% |
$1.54K - $4.84K
|
85
$2.32K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
45New |
$1.21K - $3.82K
|
45
$1.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$1.18K - $3.74K
|
44
$1.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
17+ 89.47% |
$458 - $1.44K
|
36
$981
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
14+ 200.0% |
$377 - $1.19K
|
21
$572
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11+ 110.0% |
$296 - $934
|
21
$572
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10+ 200.0% |
$269 - $850
|
15
$409
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
8+ 0.11% |
$215 - $680
|
7.03K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2New |
$53.9 - $170
|
2
$54.5
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
1.62M+ 167.4% |
$125M - $138M
|
2.59M
$70.7M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
323KNew |
$24.9M - $27.5M
|
323K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
91.1K+ 982.19% |
$7.01M - $7.75M
|
100K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
88.1K+ 1468366.62% |
$6.79M - $7.49M
|
88.1K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
44.4K+ 28.03% |
$3.42M - $3.78M
|
203K
$5.53M
|
|