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
Feb 02, 2024 Q4 2023
Addison Advisors LLC

BUY
 -
6
+ 0.98%
$401 - $458
621 $17.3K
Nov 04, 2024 Q4 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
5
+ 0.32%
$335 - $382
1.57K $43.6K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
1
New
$66.9 - $76.3
1 $27.8
Q3 2023
Oct 26, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
1.29M
New
$91.3M - $97.8M
1.29M $36M
Nov 08, 2023 Q3 2023
Appleton Group, LLC

BUY
 -
208K
+ 1790.14%
$14.7M - $15.8M
220K $6.12M
Oct 30, 2023 Q3 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
48K
New
$3.39M - $3.63M
48K $1.34M
Nov 06, 2023 Q3 2023
Greytown Advisors Inc.

Miami, FL
BUY
 -
26.7K
New
$1.89M - $2.02M
26.7K $743K
Nov 06, 2023 Q3 2023
Greytown Advisors Inc.

Miami, FL
BUY
 PUT
26.7K
New
$1.89M - $2.02M
26.7K $743K
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

BUY
 -
20.5K
New
$1.45M - $1.55M
20.5K $570K
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
14.2K
+ 41.52%
$1M - $1.07M
48.4K $1.35M
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
10.8K
+ 54.53%
$760K - $815K
30.5K $849K
Nov 08, 2023 Q3 2023
Milestone Advisory Partners

BUY
 -
10.5K
+ 4.59%
$742K - $795K
239K $6.66M
Nov 13, 2023 Q3 2023
Landaas & CO

Milwaukee, WI
BUY
 -
9.84K
New
$695K - $744K
9.84K $274K
Oct 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
7.4K
New
$523K - $560K
7.4K $206K
Nov 07, 2023 Q3 2023
M. Kulyk & Associates, LLC

BUY
 -
7.26K
New
$513K - $549K
7.26K $202K
Nov 14, 2023 Q3 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
5.39K
New
$381K - $408K
5.39K $150K
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
5K
New
$353K - $378K
5K $139K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
3.96K
+ 480.36%
$280K - $300K
4.79K $133K
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
3.53K
New
$249K - $267K
3.53K $98.2K
Nov 13, 2023 Q3 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
3.04K
New
$215K - $230K
3.04K $84.6K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
2.98K
+ 5.55%
$210K - $225K
56.6K $1.58M
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
2.92K
+ 3.14%
$206K - $221K
95.9K $2.67M
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
2.88K
New
$203K - $218K
2.88K $80.2K
Oct 23, 2023 Q3 2023
Callahan Advisors, LLC

BUY
 -
2.87K
New
$203K - $217K
2.87K $79.9K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
2.06K
+ 50.98%
$146K - $156K
6.1K $170K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
892
New
$63K - $67.5K
892 $24.8K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
550
New
$38.8K - $41.6K
550 $15.3K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
450
+ 56.53%
$31.8K - $34K
1.25K $34.7K
Oct 10, 2023 Q3 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
325
+ 2.77%
$23K - $24.6K
12.1K $336K
Nov 13, 2023 Q3 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
323
New
$22.8K - $24.4K
323 $8.99K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
319
+ 106.33%
$22.5K - $24.1K
619 $17.2K
Oct 17, 2023 Q3 2023
Rodgers & Associates, LTD

BUY
 -
218
+ 0.31%
$15.4K - $16.5K
71.7K $1.99M
Nov 01, 2023 Q3 2023
Pacific Wealth Management

BUY
 -
183
+ 6.16%
$12.9K - $13.8K
3.15K $87.8K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
161
New
$11.4K - $12.2K
161 $4.48K
Nov 14, 2023 Q3 2023
Biltmore Family Office, LLC

BUY
 -
150
New
$10.6K - $11.3K
150 $4.17K
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
94
+ 1.84%
$6.64K - $7.11K
5.2K $145K
Nov 14, 2023 Q3 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
65
New
$4.59K - $4.92K
65 $1.81K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1
+ 0.02%
$70.6 - $75.7
4.51K $126K
Nov 14, 2023 Q3 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
0
New
$0 - $0
0 $0
Q2 2023
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
65.8K
New
$4.55M - $4.86M
65.8K $1.83M
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
32.8K
New
$2.27M - $2.42M
32.8K $912K
Jul 14, 2023 Q2 2023
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
28.3K
New
$1.96M - $2.09M
28.3K $788K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
22.4K
+ 8.08%
$1.55M - $1.65M
299K $8.32M
Jul 13, 2023 Q2 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
17.3K
New
$1.2M - $1.28M
17.3K $483K
Jul 11, 2023 Q2 2023
Bard Financial Services, Inc.

BUY
 -
13.7K
+ 1.9%
$947K - $1.01M
734K $20.4M
Jul 20, 2023 Q2 2023
Tiedemann Advisors, LLC

BUY
 -
13K
New
$903K - $965K
13K $363K
Aug 07, 2023 Q2 2023
Wealth Advisory Solutions, LLC

BUY
 -
11.8K
New
$814K - $870K
11.8K $327K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
7.75K
+ 2.36%
$536K - $573K
337K $9.38M
Jul 12, 2023 Q2 2023
Herbst Group, LLC

Westport, CT
BUY
 -
7.58K
New
$524K - $560K
7.58K $211K

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