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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
43+ 716.67% |
$3.31K - $3.66K
|
49
$1.35K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
43+ 0.12% |
$3.31K - $3.66K
|
35.4K
$975K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 0.58% |
$2.77K - $3.06K
|
6.21K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$854
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$854
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27+ 0.85% |
$2.08K - $2.3K
|
3.21K
$88.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
27+ 0.42% |
$2.08K - $2.3K
|
6.44K
$178K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
27+ 0.72% |
$2.08K - $2.3K
|
3.77K
$104K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
25New |
$1.93K - $2.13K
|
25
$689
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$1.54K - $1.7K
|
20
$551
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$1.46K - $1.62K
|
19
$524
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16New |
$1.23K - $1.36K
|
16
$441
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
15New |
$1.16K - $1.28K
|
15
$413
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
10+ 0.27% |
$770 - $851
|
3.75K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
7+ 0.08% |
$539 - $595
|
9.21K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7+ 0.05% |
$539 - $595
|
12.9K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 0.47% |
$539 - $595
|
1.49K
$41K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 0.57% |
$231 - $255
|
527
$14.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.05% |
$231 - $255
|
290
$7.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.07% |
$154 - $170
|
2.96K
$81.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2+ 0.03% |
$154 - $170
|
7.83K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2+ 0.08% |
$154 - $170
|
2.6K
$71.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1+ 0.85% |
$77 - $85.1
|
119
$3.28K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 0.04% |
$77 - $85.1
|
2.25K
$62K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1+ 2.04% |
$77 - $85.1
|
50
$1.38K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.76M+ 2338.38% |
$740M - $782M
|
10.2M
$280M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52.6KNew |
$3.99M - $4.22M
|
52.6K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
40.8K+ 10.36% |
$3.09M - $3.27M
|
435K
$12M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
34.2KNew |
$2.59M - $2.74M
|
34.2K
$942K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
31.4K+ 94.29% |
$2.38M - $2.52M
|
64.7K
$1.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9.04K+ 11.04% |
$685K - $725K
|
90.9K
$2.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.29KNew |
$629K - $665K
|
8.29K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
7.22KNew |
$547K - $579K
|
7.22K
$199K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.69K+ 294.26% |
$432K - $456K
|
7.63K
$210K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
5.55KNew |
$421K - $445K
|
5.55K
$153K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.44K+ 148.3% |
$412K - $436K
|
9.11K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.82K+ 29.26% |
$365K - $386K
|
21.3K
$586K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.31KNew |
$327K - $345K
|
4.31K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$256K - $271K
|
3.38K
$93.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 36.14% |
$246K - $261K
|
12.2K
$337K
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.72KNew |
$206K - $218K
|
2.72K
$74.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.68KNew |
$203K - $215K
|
2.68K
$73.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.6KNew |
$197K - $208K
|
2.6K
$71.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.52KNew |
$191K - $202K
|
2.52K
$69.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 63.88% |
$169K - $179K
|
5.72K
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.12KNew |
$161K - $170K
|
2.12K
$58.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.03K+ 5.24% |
$154K - $162K
|
40.7K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94K+ 0.97% |
$147K - $156K
|
201K
$5.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.87K+ 3.44% |
$142K - $150K
|
56.3K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
1.78K+ 6.45% |
$135K - $142K
|
29.3K
$807K
|
|