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 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13KNew |
$903K - $965K
|
13K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.8KNew |
$814K - $870K
|
11.8K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.75K+ 2.36% |
$536K - $573K
|
337K
$9.18M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
7.58KNew |
$524K - $560K
|
7.58K
$206K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.31KNew |
$436K - $466K
|
6.31K
$172K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.3K+ 1.71% |
$367K - $392K
|
315K
$8.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.24KNew |
$293K - $313K
|
4.24K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.2KNew |
$290K - $310K
|
4.2K
$114K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
3.76KNew |
$260K - $278K
|
3.76K
$102K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
3.64KNew |
$252K - $269K
|
3.64K
$99.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.18KNew |
$220K - $235K
|
3.18K
$86.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.89K+ 33.51% |
$200K - $214K
|
11.5K
$313K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
2.8KNew |
$193K - $207K
|
2.8K
$76.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.68KNew |
$185K - $198K
|
2.68K
$72.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.64K+ 30.03% |
$183K - $195K
|
11.4K
$311K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.26K+ 0.42% |
$156K - $167K
|
538K
$14.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.24K+ 23.17% |
$155K - $166K
|
11.9K
$325K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.04KNew |
$71.9K - $76.9K
|
1.04K
$28.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
700New |
$48.4K - $51.8K
|
700
$19.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
640New |
$44.3K - $47.3K
|
640
$17.4K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
640New |
$44.3K - $47.3K
|
640
$17.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
630+ 19.09% |
$43.6K - $46.6K
|
3.93K
$107K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
582New |
$40.3K - $43K
|
582
$15.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
402+ 67.34% |
$27.8K - $29.7K
|
999
$27.2K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
350New |
$24.2K - $25.9K
|
350
$9.53K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
224New |
$15.5K - $16.6K
|
224
$6.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
120+ 0.44% |
$8.3K - $8.87K
|
27.3K
$744K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
83+ 4.37% |
$5.74K - $6.14K
|
1.98K
$54K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
32+ 0.95% |
$2.21K - $2.37K
|
3.4K
$92.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
15New |
$1.04K - $1.11K
|
15
$409
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12+ 0.41% |
$830 - $887
|
2.95K
$80.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
4+ 1.02% |
$277 - $296
|
395
$10.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
20.7KNew |
$1.46M - $1.62M
|
20.7K
$564K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
18.4KNew |
$1.29M - $1.43M
|
18.4K
$501K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
18KNew |
$1.27M - $1.41M
|
18K
$491K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
17KNew |
$1.19M - $1.33M
|
17K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
10.8K+ 4.33% |
$762K - $846K
|
261K
$7.11M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.92KNew |
$416K - $462K
|
5.92K
$161K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
4.12K+ 12.52% |
$289K - $321K
|
37K
$1.01M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.09KNew |
$288K - $319K
|
4.09K
$111K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.49K+ 113.59% |
$245K - $272K
|
6.55K
$179K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
3.44KNew |
$242K - $269K
|
3.44K
$93.7K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.15K+ 5.58% |
$221K - $246K
|
59.5K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9KNew |
$204K - $227K
|
2.9K
$79.1K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.13K+ 77.17% |
$150K - $166K
|
4.9K
$133K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.75KNew |
$123K - $136K
|
1.75K
$47.6K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.55KNew |
$109K - $121K
|
1.55K
$42.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
1.48K+ 3.24% |
$104K - $115K
|
47K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
900New |
$63.3K - $70.2K
|
900
$24.5K
|
|