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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
1.13K+ 200.0% |
$30.5K - $96.2K
|
1.7K
$46.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.13K+ 2.04% |
$30.4K - $95.7K
|
56.5K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.06K+ 200.76% |
$28.5K - $89.9K
|
1.59K
$43.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.05KNew |
$28.2K - $89K
|
1.05K
$29K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.04K+ 202.53% |
$28K - $88.3K
|
1.55K
$42.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 201.57% |
$27.7K - $87.3K
|
1.54K
$42.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1K+ 200.0% |
$26.9K - $85K
|
1.5K
$41.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
996+ 200.0% |
$26.8K - $84.6K
|
1.49K
$41.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
966New |
$26K - $82.1K
|
966
$26.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
953+ 235.89% |
$25.7K - $81K
|
1.36K
$37.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
921+ 248.25% |
$24.8K - $78.2K
|
1.29K
$35.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
917+ 91.15% |
$24.7K - $77.9K
|
1.92K
$53.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
900+ 200.0% |
$24.2K - $76.5K
|
1.35K
$37.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
853+ 5.24% |
$23K - $72.5K
|
17.1K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
843+ 169.96% |
$22.7K - $71.6K
|
1.34K
$37K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
837New |
$22.5K - $71.1K
|
837
$23.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
830+ 200.0% |
$22.4K - $70.5K
|
1.25K
$34.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
818+ 88.05% |
$22K - $69.5K
|
1.75K
$48.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
784+ 200.0% |
$21.1K - $66.6K
|
1.18K
$32.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
777+ 294.32% |
$20.9K - $66K
|
1.04K
$28.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
768+ 200.0% |
$20.7K - $65.2K
|
1.15K
$31.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
748+ 202.16% |
$20.1K - $63.5K
|
1.12K
$30.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
747New |
$20.1K - $63.5K
|
747
$20.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
699+ 184.43% |
$18.8K - $59.4K
|
1.08K
$29.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
686+ 200.0% |
$18.5K - $58.3K
|
1.03K
$28.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
650+ 200.0% |
$17.5K - $55.2K
|
975
$26.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
604+ 200.0% |
$16.3K - $51.3K
|
906
$25K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
600+ 1200.0% |
$16.2K - $51K
|
650
$18K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
600New |
$16.2K - $51K
|
600
$16.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
586+ 202.07% |
$15.8K - $49.8K
|
876
$24.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
550+ 200.0% |
$14.8K - $46.7K
|
825
$22.8K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
550+ 1341.46% |
$14.8K - $46.7K
|
591
$16.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
549+ 212.79% |
$14.8K - $46.6K
|
807
$22.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
540+ 200.0% |
$14.5K - $45.9K
|
810
$22.4K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
536+ 200.0% |
$14.4K - $45.5K
|
804
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
518+ 200.0% |
$13.9K - $44K
|
777
$21.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
510+ 237.21% |
$13.7K - $43.3K
|
725
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
500+ 250.0% |
$13.5K - $42.5K
|
700
$19.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
498+ 3.82% |
$13.4K - $42.3K
|
13.5K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
496+ 202.45% |
$13.4K - $42.1K
|
741
$20.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
447New |
$12K - $38K
|
447
$12.4K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
441+ 202.29% |
$11.9K - $37.5K
|
659
$18.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
440+ 200.0% |
$11.8K - $37.4K
|
660
$18.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
436+ 202.79% |
$11.7K - $37K
|
651
$18K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
420+ 200.0% |
$11.3K - $35.7K
|
630
$17.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
414New |
$11.1K - $35.2K
|
414
$11.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
408+ 202.99% |
$11K - $34.7K
|
609
$16.8K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
400+ 200.0% |
$10.8K - $34K
|
600
$16.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
380+ 202.13% |
$10.2K - $32.3K
|
568
$15.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
360New |
$9.69K - $30.6K
|
360
$9.95K
|