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
Jan 12, 2023 Q4 2022
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
51
New
$3.43K - $4.03K
51 $1.38K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
44
+ 5.04%
$2.96K - $3.48K
917 $24.8K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
28
+ 0.03%
$1.88K - $2.21K
99.3K $2.69M
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
14
New
$940 - $1.11K
14 $379
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
6
+ 0.05%
$403 - $474
11.7K $318K
Feb 01, 2023 Q4 2022
Kathleen S. Wright Associates Inc.

BUY
 -
4
New
$269 - $316
4 $108
Q3 2022
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
1.2M
+ 1379.87%
$80M - $93.7M
1.29M $35M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
301K
New
$20M - $23.4M
301K $8.16M
May 20, 2025 Q3 2022
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
105K
+ 107.05%
$6.98M - $8.18M
203K $5.5M
Oct 07, 2022 Q3 2022
Coho Partners, Ltd.

BUY
 -
66.9K
New
$4.44M - $5.21M
66.9K $1.81M
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
20.8K
New
$1.38M - $1.62M
20.8K $564K
Nov 15, 2022 Q3 2022
Highland Financial Advisors, LLC

BUY
 -
20.1K
New
$1.34M - $1.57M
20.1K $545K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
13.9K
New
$924K - $1.08M
13.9K $377K
Nov 07, 2022 Q3 2022
Vista Capital Partners, Inc.

BUY
 -
8.54K
New
$567K - $665K
8.54K $231K
Nov 08, 2022 Q3 2022
Capital Wealth Alliance, LLC

BUY
 -
5.36K
New
$356K - $417K
5.36K $145K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
3.61K
+ 8.97%
$240K - $281K
43.8K $1.19M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
3.55K
+ 28.97%
$236K - $276K
15.8K $428K
Nov 14, 2022 Q3 2022
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
3.45K
New
$229K - $268K
3.45K $93.4K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.79K
New
$119K - $139K
1.79K $48.4K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
337
+ 320.95%
$22.4K - $26.2K
442 $12K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
155
New
$10.3K - $12.1K
155 $4.2K
Nov 14, 2022 Q3 2022
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
50
New
$3.32K - $3.89K
50 $1.35K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
46
New
$3.06K - $3.58K
46 $1.25K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
18
+ 0.29%
$1.2K - $1.4K
6.22K $169K
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
6
+ 0.06%
$399 - $467
10K $272K
Q2 2022
Jul 25, 2022 Q2 2022
Corbenic Partners LLC

BUY
 -
307K
+ 213.5%
$21.6M - $24.6M
450K $12.2M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
231K
New
$16.2M - $18.5M
231K $6.25M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
137K
New
$9.61M - $11M
137K $3.7M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
51.2K
New
$3.6M - $4.11M
51.2K $1.39M
Jan 10, 2025 Q2 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
11.2K
+ 66.47%
$787K - $899K
28.1K $760K
Aug 11, 2022 Q2 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
9.01K
New
$633K - $723K
9.01K $244K
Jul 12, 2022 Q2 2022
Minot Wealth Management LLC

BUY
 -
4.32K
+ 1.18%
$303K - $346K
371K $10M
Aug 12, 2022 Q2 2022
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
3.3K
New
$232K - $265K
3.3K $89.5K
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
3.08K
New
$217K - $247K
3.08K $83.5K
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
2.61K
+ 97.97%
$184K - $209K
5.27K $143K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1.61K
New
$113K - $129K
1.61K $43.5K
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

BUY
 -
1.32K
+ 3.53%
$92.8K - $106K
38.7K $1.05M
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
959
+ 2.3%
$67.4K - $77K
42.6K $1.15M
Aug 10, 2022 Q2 2022
Legacy Cg, LLC

Plano, TX
BUY
 -
750
New
$52.7K - $60.2K
750 $20.3K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
440
New
$30.9K - $35.3K
440 $11.9K
Jul 20, 2022 Q2 2022
Beacon Capital Management, Inc.

BUY
 -
281
New
$19.8K - $22.5K
281 $7.61K
Jul 22, 2022 Q2 2022
Steward Financial Group LLC

BUY
 -
232
New
$16.3K - $18.6K
232 $6.28K
Aug 02, 2022 Q2 2022
Horizon Wealth Management, LLC

BUY
 -
181
+ 1.53%
$12.7K - $14.5K
12K $325K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
145
+ 5.26%
$10.2K - $11.6K
2.9K $78.6K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
140
+ 0.91%
$9.84K - $11.2K
15.5K $421K
Jul 27, 2022 Q2 2022
Capital Financial Services, LLC

BUY
 -
137
+ 4.62%
$9.63K - $11K
3.1K $84.1K
Aug 05, 2022 Q2 2022
Lws Wealth Advisors, Inc.

BUY
 -
39
+ 0.98%
$2.74K - $3.13K
4K $108K
Aug 02, 2022 Q2 2022
Cornerstone Advisory, LLC

BUY
 -
10
+ 0.35%
$703 - $802
2.87K $77.7K
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
1
+ 0.02%
$70.3 - $80.2
4.27K $116K

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