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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.15K+ 4.53% |
$150K - $171K
|
142K
$3.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.12K+ 3.42% |
$149K - $171K
|
185K
$5.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
6.01K+ 17.63% |
$146K - $167K
|
40.1K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5.99K+ 20.15% |
$146K - $167K
|
35.7K
$968K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
5.98K+ 4.72% |
$145K - $167K
|
133K
$3.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.84K+ 76.59% |
$142K - $163K
|
13.5K
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.82K+ 15.53% |
$142K - $162K
|
43.3K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.66K+ 46.05% |
$138K - $158K
|
18K
$486K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.45K+ 1.53% |
$132K - $152K
|
362K
$9.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
5.13K+ 3.41% |
$125K - $143K
|
156K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
5.04K+ 1.21% |
$123K - $140K
|
421K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.01K+ 21.18% |
$122K - $140K
|
28.6K
$776K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.97K+ 6.04% |
$121K - $138K
|
87.2K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.89K+ 1.65% |
$119K - $136K
|
302K
$8.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.57K+ 34.35% |
$111K - $127K
|
17.9K
$484K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.46K+ 1.28% |
$109K - $124K
|
352K
$9.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.35K+ 1.03% |
$106K - $121K
|
425K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.29K+ 0.53% |
$104K - $119K
|
820K
$22.2M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.18K+ 8.81% |
$102K - $117K
|
51.7K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.14K+ 8.38% |
$101K - $115K
|
53.6K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
4.09K+ 1.67% |
$99.3K - $114K
|
248K
$6.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
4K+ 1.4% |
$97.3K - $112K
|
291K
$7.88M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
3.62K+ 613.2% |
$88.1K - $101K
|
4.22K
$114K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.52K+ 9.86% |
$85.5K - $98K
|
39.2K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.49K+ 5.38% |
$84.8K - $97.2K
|
68.3K
$1.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.35K+ 1.72% |
$81.4K - $93.3K
|
198K
$5.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.32K+ 12.46% |
$80.6K - $92.4K
|
29.9K
$811K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.31K+ 22.25% |
$80.4K - $92.1K
|
18.2K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.29K+ 4.91% |
$80K - $91.6K
|
70.3K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.24K+ 2.28% |
$78.8K - $90.4K
|
145K
$3.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.1K+ 2.65% |
$75.3K - $86.3K
|
120K
$3.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.02K+ 24.19% |
$73.3K - $84K
|
15.5K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3KNew |
$73K - $83.6K
|
3K
$81.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.91K+ 5.31% |
$70.9K - $81.2K
|
57.8K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
2.91K+ 0.18% |
$70.7K - $81K
|
1.65M
$44.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.86K+ 28.49% |
$69.5K - $79.7K
|
12.9K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.79K+ 0.45% |
$67.9K - $77.8K
|
619K
$16.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.77K+ 3.52% |
$67.4K - $77.2K
|
81.4K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2.71K+ 17.43% |
$65.9K - $75.6K
|
18.3K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.7K+ 7.42% |
$65.6K - $75.1K
|
39K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.57K+ 11.78% |
$62.6K - $71.7K
|
24.4K
$661K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.57KNew |
$62.4K - $71.5K
|
2.57K
$69.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 244.29% |
$62.4K - $71.5K
|
3.62K
$97.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
2.55K+ 28.3% |
$62K - $71K
|
11.6K
$313K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 4.41% |
$58.3K - $66.9K
|
56.8K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.31K+ 1.99% |
$56.2K - $64.4K
|
118K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.24K+ 42.3% |
$54.4K - $62.4K
|
7.53K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.23K+ 2.38% |
$54.3K - $62.2K
|
96.1K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
2.22K+ 3.63% |
$54.1K - $62K
|
63.5K
$1.72M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.07K+ 6890.0% |
$50.3K - $57.6K
|
2.1K
$56.8K
|