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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
15.2KNew |
$1.17M - $1.29M
|
15.2K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.2KNew |
$863K - $953K
|
11.2K
$303K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8.8K+ 3.6% |
$678K - $749K
|
253K
$6.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.3KNew |
$562K - $621K
|
7.3K
$198K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7.18K+ 13.97% |
$553K - $611K
|
58.6K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.04K+ 17.44% |
$465K - $514K
|
40.7K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.25K+ 200.0% |
$404K - $447K
|
7.88K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
4.41KNew |
$340K - $375K
|
4.41K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.3KNew |
$331K - $366K
|
4.3K
$117K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$324K - $358K
|
4.21K
$114K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.73K+ 9.96% |
$287K - $317K
|
41.1K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
3.67KNew |
$283K - $312K
|
3.67K
$99.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.58K+ 14.57% |
$276K - $304K
|
28.1K
$762K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.39KNew |
$261K - $288K
|
3.39K
$91.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.14K+ 103.19% |
$242K - $267K
|
6.18K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3KNew |
$231K - $255K
|
3K
$81.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3K+ 150.0% |
$231K - $255K
|
5K
$135K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.86KNew |
$220K - $243K
|
2.86K
$77.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.73KNew |
$210K - $232K
|
2.73K
$73.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
2.7K+ 36.0% |
$208K - $230K
|
10.2K
$276K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.37KNew |
$183K - $202K
|
2.37K
$64.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.27K+ 74.11% |
$175K - $193K
|
5.33K
$144K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.75K+ 20.95% |
$134K - $148K
|
10.1K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.18K+ 12.89% |
$90.6K - $100K
|
10.3K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.1K+ 28.16% |
$85K - $93.9K
|
5.03K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
865New |
$66.6K - $73.6K
|
865
$23.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
682+ 44.43% |
$52.5K - $58K
|
2.22K
$60.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
450+ 2.35% |
$34.7K - $38.3K
|
19.6K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
430New |
$33.1K - $36.6K
|
430
$11.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
394+ 1.9% |
$30.3K - $33.5K
|
21.1K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
378+ 12.75% |
$29.1K - $32.2K
|
3.34K
$90.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
300New |
$23.1K - $25.5K
|
300
$8.13K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
273+ 1.85% |
$21K - $23.2K
|
15K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
245+ 9.17% |
$18.9K - $20.8K
|
2.92K
$79K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
200New |
$15.4K - $17K
|
200
$5.42K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
170New |
$13.1K - $14.5K
|
170
$4.61K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
150New |
$11.6K - $12.8K
|
150
$4.06K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
97+ 0.36% |
$7.47K - $8.25K
|
26.8K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
91+ 0.95% |
$7.01K - $7.74K
|
9.71K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
54New |
$4.16K - $4.59K
|
54
$1.46K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
43+ 716.67% |
$3.31K - $3.66K
|
49
$1.33K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 0.58% |
$2.77K - $3.06K
|
6.21K
$168K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.54K - $1.7K
|
20
$542
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16New |
$1.23K - $1.36K
|
16
$433
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
15New |
$1.16K - $1.28K
|
15
$406
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.07% |
$154 - $170
|
2.96K
$80.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1+ 0.85% |
$77 - $85.1
|
119
$3.22K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.76M+ 2338.38% |
$740M - $782M
|
10.2M
$276M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52.6KNew |
$3.99M - $4.22M
|
52.6K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
34.2KNew |
$2.59M - $2.74M
|
34.2K
$926K
|
|