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 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
77.8K+ 7.56% |
$2.05M - $2.17M
|
1.11M
$30.2M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
77.1K+ 36.5% |
$2.03M - $2.15M
|
288K
$7.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
76.2K+ 18.8% |
$2.01M - $2.13M
|
482K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
75.7K+ 4.64% |
$2M - $2.12M
|
1.71M
$46.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
74.7K+ 3.53% |
$1.97M - $2.09M
|
2.19M
$59.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
73.5K+ 1.95% |
$1.94M - $2.05M
|
3.84M
$104M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
71.2KNew |
$1.88M - $1.99M
|
71.2K
$1.94M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
70.8K+ 34.8% |
$1.87M - $1.98M
|
274K
$7.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
70.8K+ 2.59% |
$1.87M - $1.98M
|
2.8M
$76.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
66.1K+ 4.34% |
$1.74M - $1.85M
|
1.59M
$43.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
66K+ 6.95% |
$1.74M - $1.85M
|
1.02M
$27.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
65.4K+ 3.6% |
$1.73M - $1.83M
|
1.88M
$51.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
63.2K+ 27.37% |
$1.67M - $1.77M
|
294K
$8.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
63.1K+ 4.33% |
$1.66M - $1.76M
|
1.52M
$41.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.9K+ 5.52% |
$1.66M - $1.76M
|
1.2M
$32.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
62.4K+ 15.23% |
$1.65M - $1.74M
|
472K
$12.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61.6K+ 8.82% |
$1.63M - $1.72M
|
760K
$20.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
61.1K+ 14.25% |
$1.61M - $1.71M
|
489K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60.1K+ 6.75% |
$1.58M - $1.68M
|
949K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
58.9K+ 3.23% |
$1.55M - $1.65M
|
1.88M
$51.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
58.6K+ 10.51% |
$1.55M - $1.64M
|
616K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
58.1K+ 450.92% |
$1.53M - $1.63M
|
71K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
57.2K+ 3.97% |
$1.51M - $1.6M
|
1.5M
$40.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.5K+ 18.97% |
$1.44M - $1.52M
|
342K
$9.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
54.5K+ 4.17% |
$1.44M - $1.52M
|
1.36M
$37.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
54.1K+ 5.51% |
$1.43M - $1.51M
|
1.04M
$28.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
53.9K+ 4.59% |
$1.42M - $1.51M
|
1.23M
$33.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
53.5K+ 4.44% |
$1.41M - $1.49M
|
1.26M
$34.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
52.6K+ 74.02% |
$1.39M - $1.47M
|
124K
$3.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52.5K+ 36.46% |
$1.38M - $1.47M
|
196K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
52.5KNew |
$1.38M - $1.47M
|
52.5K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
52.4K+ 22.95% |
$1.38M - $1.47M
|
281K
$7.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
50.7K+ 219.33% |
$1.34M - $1.42M
|
73.8K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
50.6K+ 17.9% |
$1.33M - $1.41M
|
333K
$9.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
50.5K+ 8.68% |
$1.33M - $1.41M
|
632K
$17.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50.3KNew |
$1.33M - $1.4M
|
50.3K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
49.6K+ 1.63% |
$1.31M - $1.38M
|
3.1M
$84.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
49.1K+ 29.0% |
$1.3M - $1.37M
|
219K
$5.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
48.9K+ 2.28% |
$1.29M - $1.37M
|
2.19M
$59.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
48.7K+ 3.8% |
$1.29M - $1.36M
|
1.33M
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
46.4KNew |
$1.22M - $1.3M
|
46.4K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45.3K+ 3.18% |
$1.19M - $1.27M
|
1.47M
$40M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
43.7K+ 8.9% |
$1.15M - $1.22M
|
535K
$14.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
43.7K+ 16.16% |
$1.15M - $1.22M
|
314K
$8.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
42.8K+ 5.82% |
$1.13M - $1.2M
|
778K
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
42.4K+ 72.88% |
$1.12M - $1.18M
|
100K
$2.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
42.1K+ 25.71% |
$1.11M - $1.18M
|
206K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
41.9KNew |
$1.11M - $1.17M
|
41.9K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
41.7K+ 16.75% |
$1.1M - $1.16M
|
291K
$7.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
41K+ 206.1% |
$1.08M - $1.14M
|
60.8K
$1.66M
|
|