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 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9.1K+ 206.11% |
$245K - $773K
|
13.5K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
9.1K+ 362.37% |
$245K - $773K
|
11.6K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.09KNew |
$245K - $772K
|
9.09K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9.08K+ 200.0% |
$245K - $772K
|
13.6K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.05K+ 291.94% |
$244K - $769K
|
12.2K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9.02K+ 214.2% |
$243K - $766K
|
13.2K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
9KNew |
$242K - $765K
|
9K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.99K+ 208.66% |
$242K - $764K
|
13.3K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.98K+ 209.52% |
$242K - $763K
|
13.3K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.94K+ 195.9% |
$241K - $759K
|
13.5K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.93K+ 328.4% |
$240K - $758K
|
11.6K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
8.92K+ 201.92% |
$240K - $758K
|
13.3K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
8.9K+ 191.86% |
$240K - $756K
|
13.5K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
8.89K+ 200.88% |
$239K - $755K
|
13.3K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
8.88KNew |
$239K - $755K
|
8.88K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.81KNew |
$237K - $748K
|
8.81K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.8K+ 188.22% |
$237K - $748K
|
13.5K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.78K+ 519.89% |
$236K - $746K
|
10.5K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
8.76K+ 202.8% |
$236K - $744K
|
13.1K
$367K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.75K+ 208.51% |
$236K - $743K
|
12.9K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.74K+ 199.41% |
$235K - $743K
|
13.1K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.71K+ 220.2% |
$235K - $740K
|
12.7K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
8.68K+ 200.0% |
$234K - $738K
|
13K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
8.57K+ 193.45% |
$231K - $728K
|
13K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
8.56KNew |
$230K - $727K
|
8.56K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.51K+ 184.97% |
$229K - $723K
|
13.1K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
8.5K+ 283.33% |
$229K - $722K
|
11.5K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
8.49K+ 200.09% |
$229K - $721K
|
12.7K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.47K+ 250.09% |
$228K - $720K
|
11.9K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
8.47KNew |
$228K - $720K
|
8.47K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.46K+ 215.19% |
$228K - $718K
|
12.4K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
8.45K+ 200.0% |
$227K - $717K
|
12.7K
$355K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.42K+ 94.18% |
$227K - $715K
|
17.4K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
8.37K+ 200.0% |
$226K - $711K
|
12.6K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.35KNew |
$225K - $709K
|
8.35K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
8.31K+ 200.0% |
$224K - $706K
|
12.5K
$350K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8.3KNew |
$224K - $705K
|
8.3K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
8.28K+ 189.71% |
$223K - $703K
|
12.6K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.28K+ 200.0% |
$223K - $703K
|
12.4K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.28K+ 142.31% |
$223K - $703K
|
14.1K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
8.22K+ 200.0% |
$221K - $699K
|
12.3K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.2K+ 200.0% |
$221K - $696K
|
12.3K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.12K+ 200.0% |
$219K - $690K
|
12.2K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.08K+ 193.07% |
$218K - $686K
|
12.3K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
8.08K+ 200.0% |
$217K - $686K
|
12.1K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
8.03KNew |
$216K - $682K
|
8.03K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.02KNew |
$216K - $681K
|
8.02K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
8.01K+ 159.22% |
$216K - $681K
|
13K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8K+ 170.44% |
$215K - $680K
|
12.7K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
7.99KNew |
$215K - $678K
|
7.99K
$224K
|