Latest Institutional Purchases of Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 25, 2024 Q1 2024
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
4.81K
+ 10.56%
$362K - $388K
50.4K $1.36M
May 02, 2024 Q1 2024
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
3.5K
New
$263K - $282K
3.5K $94.7K
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
3.27K
New
$246K - $264K
3.27K $88.6K
May 09, 2024 Q1 2024
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
2.82K
New
$212K - $227K
2.82K $76.4K
May 15, 2024 Q1 2024
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
2.75K
New
$207K - $222K
2.75K $74.5K
Apr 12, 2024 Q1 2024
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
2.62K
New
$197K - $211K
2.62K $70.9K
May 01, 2024 Q1 2024
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
2.57K
New
$194K - $207K
2.57K $69.7K
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
2.55K
+ 2.34%
$192K - $205K
112K $3.02M
Apr 24, 2024 Q1 2024
Archford Capital Strategies, LLC

BUY
 -
2.53K
New
$190K - $204K
2.53K $68.5K
May 14, 2024 Q1 2024
Tmd Wealth Management, LLC

BUY
 -
2.52K
New
$190K - $203K
2.52K $68.3K
May 14, 2024 Q1 2024
Vestor Capital, LLC

Chicago, IL
BUY
 -
1.18K
New
$88.8K - $95.1K
1.18K $32K
May 02, 2024 Q1 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
1.04K
New
$78.2K - $83.8K
1.04K $28.1K
Apr 30, 2024 Q1 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
1K
New
$75.3K - $80.6K
1K $27.1K
Apr 24, 2024 Q1 2024
Proffitt & Goodson Inc

BUY
 -
650
New
$48.9K - $52.4K
650 $17.6K
May 14, 2024 Q1 2024
Lokken Investment Group LLC

BUY
 -
645
+ 9.78%
$48.5K - $52K
7.24K $196K
Apr 30, 2024 Q1 2024
Derbend Asset Management

BUY
 -
628
+ 3.57%
$47.3K - $50.6K
18.2K $493K
Apr 26, 2024 Q1 2024
Opus Capital Group, LLC

BUY
 -
574
+ 0.75%
$43.2K - $46.3K
77.6K $2.1M
May 07, 2024 Q1 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
321
New
$24.2K - $25.9K
321 $8.7K
May 13, 2024 Q1 2024
Dt Investment Partners, LLC

BUY
 -
196
+ 3920.0%
$14.7K - $15.8K
201 $5.45K
May 13, 2024 Q1 2024
Vista Private Wealth Partners. LLC

BUY
 -
193
+ 0.12%
$14.5K - $15.6K
160K $4.32M
Jan 27, 2025 Q1 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
174
New
$13.1K - $14K
174 $4.71K
May 09, 2024 Q1 2024
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
50
+ 0.74%
$3.76K - $4.03K
6.83K $185K
May 07, 2024 Q1 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
26
New
$1.96K - $2.1K
26 $704
May 03, 2024 Q1 2024
ETF Portfolio Partners, Inc.

BUY
 -
12
+ 0.44%
$903 - $968
2.74K $74.3K
May 08, 2024 Q1 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
2
+ 0.32%
$151 - $161
623 $16.9K
May 03, 2024 Q1 2024
Emfo, LLC

BUY
 -
2
+ 0.66%
$151 - $161
306 $8.29K
Q4 2023
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
1.26M
New
$84.2M - $96.1M
1.26M $34.1M
Feb 14, 2024 Q4 2023
Mango Investments LLC

Denver, CO
BUY
 -
96.3K
New
$6.44M - $7.35M
96.3K $2.61M
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
79.4K
New
$5.31M - $6.06M
79.4K $2.15M
Feb 14, 2024 Q4 2023
Brevan Howard Capital Management LP

St. Helier, Y9
BUY
 -
53.5K
New
$3.58M - $4.09M
53.5K $1.45M
Jan 17, 2024 Q4 2023
Threadgill Financial, LLC

BUY
 -
17.5K
New
$1.17M - $1.33M
17.5K $474K
Mar 14, 2024 Q4 2023
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
10.5K
New
$703K - $802K
10.5K $285K
Jan 25, 2024 Q4 2023
Sol Capital Management CO

BUY
 -
7.79K
New
$521K - $594K
7.79K $211K
Jan 29, 2024 Q4 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
5.04K
New
$337K - $385K
5.04K $137K
Feb 01, 2024 Q4 2023
Telemus Capital, LLC

BUY
 -
4.7K
New
$314K - $359K
4.7K $127K
Jan 05, 2024 Q4 2023
Gunderson Capital Management Inc.

BUY
 -
4.69K
New
$314K - $358K
4.69K $127K
Jan 19, 2024 Q4 2023
Ami Asset Management Corp

BUY
 -
4.59K
New
$307K - $351K
4.59K $124K
Jan 22, 2024 Q4 2023
Durante & Waters, LLC

Brewster, NY
BUY
 -
4.2K
New
$281K - $321K
4.2K $114K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
3.45K
+ 89.92%
$231K - $263K
7.29K $198K
Feb 12, 2024 Q4 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
3.16K
New
$211K - $241K
3.16K $85.6K
Feb 08, 2024 Q4 2023
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
3.05K
New
$204K - $233K
3.05K $82.5K
Jan 30, 2024 Q4 2023
Eads & Heald Wealth Management

BUY
 -
2.83K
New
$189K - $216K
2.83K $76.7K
Feb 14, 2024 Q4 2023
Dcm Advisors, LLC

New York, NY
BUY
 -
2.8K
New
$187K - $214K
2.8K $75.9K
Feb 12, 2024 Q4 2023
Journey Advisory Group, LLC

BUY
 -
2.74K
New
$183K - $209K
2.74K $74.1K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
2.42K
New
$162K - $185K
2.42K $65.6K
Feb 09, 2024 Q4 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
1.63K
New
$109K - $124K
1.63K $44K
Jan 24, 2024 Q4 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
1.59K
New
$106K - $121K
1.59K $42.9K
Feb 14, 2024 Q4 2023
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
1.55K
New
$104K - $118K
1.55K $42K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1.07K
New
$71.3K - $81.4K
1.07K $28.9K

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