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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
517+ 0.84% |
$36.3K - $40.3K
|
62.4K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
348New |
$24.5K - $27.2K
|
348
$9.43K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
307+ 10.83% |
$21.6K - $24K
|
3.14K
$85.1K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
267New |
$18.8K - $20.8K
|
267
$7.23K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
86+ 104.88% |
$6.04K - $6.71K
|
168
$4.55K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
66New |
$4.64K - $5.15K
|
66
$1.79K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
33+ 0.75% |
$2.32K - $2.57K
|
4.46K
$121K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
23+ 0.84% |
$1.62K - $1.79K
|
2.77K
$75K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
12+ 0.17% |
$843 - $936
|
7K
$190K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3+ 0.82% |
$211 - $234
|
370
$10K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$70.3 - $78
|
1
$27.1
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.03% |
$70.3 - $78
|
3.1K
$84K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
415KNew |
$27.9M - $32.8M
|
415K
$11.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
94.8KNew |
$6.37M - $7.5M
|
94.8K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
42.1K+ 107853.85% |
$2.82M - $3.33M
|
42.1K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
22.6KNew |
$1.52M - $1.78M
|
22.6K
$611K
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
19.7KNew |
$1.32M - $1.56M
|
19.7K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
14.3K+ 64.6% |
$963K - $1.13M
|
36.6K
$990K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
14K+ 41.28% |
$938K - $1.1M
|
47.8K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
12.5KNew |
$839K - $988K
|
12.5K
$339K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.1K+ 13.77% |
$813K - $957K
|
100K
$2.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
10K+ 20.17% |
$672K - $791K
|
59.6K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.63KNew |
$647K - $761K
|
9.63K
$261K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
7.72KNew |
$518K - $610K
|
7.72K
$209K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.48K+ 6.69% |
$368K - $433K
|
87.5K
$2.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
5.19KNew |
$348K - $410K
|
5.19K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.77K+ 14.17% |
$321K - $377K
|
38.5K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
4.2KNew |
$282K - $332K
|
4.2K
$114K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
4.15K+ 7.02% |
$279K - $328K
|
63.3K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.02K+ 55.0% |
$270K - $317K
|
11.3K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.74KNew |
$251K - $296K
|
3.74K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
CALL |
3KNew |
$201K - $237K
|
3K
$81.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.91KNew |
$195K - $230K
|
2.91K
$78.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.9KNew |
$194K - $229K
|
2.9K
$78.5K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
2.89KNew |
$194K - $229K
|
2.89K
$78.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.88KNew |
$193K - $228K
|
2.88K
$78K
|
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.79KNew |
$188K - $221K
|
2.79K
$75.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.72KNew |
$183K - $215K
|
2.72K
$73.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.7KNew |
$181K - $213K
|
2.7K
$73.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.67KNew |
$179K - $211K
|
2.67K
$72.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.41KNew |
$162K - $190K
|
2.41K
$65.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.36K+ 248.11% |
$159K - $187K
|
3.31K
$89.8K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.23K+ 6.57% |
$82.3K - $96.9K
|
19.9K
$539K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
700+ 3.47% |
$47K - $55.3K
|
20.9K
$566K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
683+ 7.82% |
$45.9K - $54K
|
9.41K
$255K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
500+ 1020.41% |
$33.6K - $39.5K
|
549
$14.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
405+ 3.08% |
$27.2K - $32K
|
13.6K
$367K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
306New |
$20.6K - $24.2K
|
306
$8.29K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
142New |
$9.54K - $11.2K
|
142
$3.85K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
142New |
$9.54K - $11.2K
|
142
$3.85K
|
|