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 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
875K+ 208.94% |
$23.6M - $74.4M
|
1.29M
$35.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
874K+ 210.71% |
$23.5M - $74.2M
|
1.29M
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
849K+ 213.65% |
$22.9M - $72.1M
|
1.25M
$34.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
830K+ 183.46% |
$22.4M - $70.5M
|
1.28M
$35.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
825KNew |
$22.2M - $70.1M
|
825K
$22.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
821K+ 215.39% |
$22.1M - $69.7M
|
1.2M
$33.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
818K+ 209.42% |
$22M - $69.5M
|
1.21M
$33.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
813K+ 198.16% |
$21.9M - $69.1M
|
1.22M
$34M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
809K+ 212.91% |
$21.8M - $68.7M
|
1.19M
$33M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
805K+ 198.79% |
$21.7M - $68.4M
|
1.21M
$33.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
795K+ 7808.34% |
$21.4M - $67.5M
|
805K
$22.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
794K+ 216.08% |
$21.4M - $67.4M
|
1.16M
$32.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
793K+ 171.22% |
$21.4M - $67.4M
|
1.26M
$34.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
783K+ 311.1% |
$21.1M - $66.5M
|
1.03M
$28.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
775K+ 214.09% |
$20.9M - $65.8M
|
1.14M
$31.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
772K+ 208.3% |
$20.8M - $65.6M
|
1.14M
$31.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
770K+ 272.68% |
$20.7M - $65.4M
|
1.05M
$29.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
757K+ 180.03% |
$20.4M - $64.3M
|
1.18M
$32.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
742K+ 213.56% |
$20M - $63M
|
1.09M
$30.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
741K+ 207.77% |
$19.9M - $62.9M
|
1.1M
$30.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
740KNew |
$19.9M - $62.9M
|
740K
$20.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
740K+ 221.36% |
$19.9M - $62.8M
|
1.07M
$29.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
739K+ 221.06% |
$19.9M - $62.8M
|
1.07M
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
737K+ 214.32% |
$19.8M - $62.6M
|
1.08M
$30M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
728K+ 187.07% |
$19.6M - $61.9M
|
1.12M
$31M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
724K+ 201.97% |
$19.5M - $61.5M
|
1.08M
$30.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
722K+ 208.43% |
$19.4M - $61.3M
|
1.07M
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
719K+ 199.2% |
$19.3M - $61M
|
1.08M
$30M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
718K+ 173.6% |
$19.3M - $61M
|
1.13M
$31.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
714K+ 208.78% |
$19.2M - $60.6M
|
1.06M
$29.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
711K+ 214.93% |
$19.2M - $60.4M
|
1.04M
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
697K+ 204.23% |
$18.8M - $59.2M
|
1.04M
$28.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
696K+ 207.61% |
$18.7M - $59.1M
|
1.03M
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
694K+ 188.81% |
$18.7M - $59M
|
1.06M
$29.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
686K+ 184.0% |
$18.5M - $58.3M
|
1.06M
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
667K+ 92.69% |
$18M - $56.7M
|
1.39M
$38.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
662K+ 252.39% |
$17.8M - $56.2M
|
924K
$25.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
658K+ 226.85% |
$17.7M - $55.9M
|
948K
$26.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
656K+ 290.51% |
$17.7M - $55.7M
|
881K
$24.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
653K+ 199.14% |
$17.6M - $55.4M
|
980K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
652K+ 216.01% |
$17.6M - $55.4M
|
954K
$26.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
651K+ 232.31% |
$17.5M - $55.3M
|
931K
$25.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
648K+ 202.23% |
$17.5M - $55.1M
|
969K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
648K+ 217.61% |
$17.4M - $55M
|
946K
$26.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
645K+ 208.54% |
$17.4M - $54.8M
|
954K
$26.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
637K+ 228.12% |
$17.2M - $54.1M
|
916K
$25.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
623K+ 164.45% |
$16.8M - $53M
|
1M
$27.8M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
617K+ 237.18% |
$16.6M - $52.4M
|
877K
$24.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
611K+ 205.98% |
$16.5M - $51.9M
|
908K
$25.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
608K+ 207.97% |
$16.4M - $51.7M
|
901K
$25M
|