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
May 20, 2025 Q3 2022
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
105K
+ 107.05%
$6.98M - $8.18M
203K $5.58M
Oct 07, 2022 Q3 2022
Coho Partners, Ltd.

BUY
 -
66.9K
New
$4.44M - $5.21M
66.9K $1.84M
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
47.9K
New
$3.18M - $3.73M
47.9K $1.32M
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
20.8K
New
$1.38M - $1.62M
20.8K $572K
Nov 15, 2022 Q3 2022
Highland Financial Advisors, LLC

BUY
 -
20.1K
New
$1.34M - $1.57M
20.1K $553K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
13.9K
New
$924K - $1.08M
13.9K $382K
Nov 07, 2022 Q3 2022
Vista Capital Partners, Inc.

BUY
 -
8.54K
New
$567K - $665K
8.54K $235K
Nov 08, 2022 Q3 2022
Capital Wealth Alliance, LLC

BUY
 -
5.36K
New
$356K - $417K
5.36K $147K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
3.61K
+ 8.97%
$240K - $281K
43.8K $1.2M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
3.55K
+ 28.97%
$236K - $276K
15.8K $434K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.79K
New
$119K - $139K
1.79K $49.1K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
337
+ 320.95%
$22.4K - $26.2K
442 $12.1K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
155
New
$10.3K - $12.1K
155 $4.26K
Nov 14, 2022 Q3 2022
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
50
New
$3.32K - $3.89K
50 $1.37K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
46
New
$3.06K - $3.58K
46 $1.26K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
18
+ 0.29%
$1.2K - $1.4K
6.22K $171K
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
6
+ 0.06%
$399 - $467
10K $276K
Q2 2022
Jul 25, 2022 Q2 2022
Corbenic Partners LLC

BUY
 -
307K
+ 213.5%
$21.6M - $24.6M
450K $12.4M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
231K
New
$16.2M - $18.5M
231K $6.34M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
137K
New
$9.61M - $11M
137K $3.76M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
51.2K
New
$3.6M - $4.11M
51.2K $1.41M
Jan 10, 2025 Q2 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
11.2K
+ 66.47%
$787K - $899K
28.1K $771K
Aug 11, 2022 Q2 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
9.01K
New
$633K - $723K
9.01K $248K
Jul 12, 2022 Q2 2022
Minot Wealth Management LLC

BUY
 -
4.32K
+ 1.18%
$303K - $346K
371K $10.2M
Aug 12, 2022 Q2 2022
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
3.3K
New
$232K - $265K
3.3K $90.8K
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
3.08K
New
$217K - $247K
3.08K $84.7K
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
2.61K
+ 97.97%
$184K - $209K
5.27K $145K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1.61K
New
$113K - $129K
1.61K $44.2K
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

BUY
 -
1.32K
+ 3.53%
$92.8K - $106K
38.7K $1.06M
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
959
+ 2.3%
$67.4K - $77K
42.6K $1.17M
Aug 10, 2022 Q2 2022
Legacy Cg, LLC

Plano, TX
BUY
 -
750
New
$52.7K - $60.2K
750 $20.6K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
440
New
$30.9K - $35.3K
440 $12.1K
Jul 20, 2022 Q2 2022
Beacon Capital Management, Inc.

BUY
 -
281
New
$19.8K - $22.5K
281 $7.72K
Jul 22, 2022 Q2 2022
Steward Financial Group LLC

BUY
 -
232
New
$16.3K - $18.6K
232 $6.38K
Aug 02, 2022 Q2 2022
Horizon Wealth Management, LLC

BUY
 -
181
+ 1.53%
$12.7K - $14.5K
12K $330K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
145
+ 5.26%
$10.2K - $11.6K
2.9K $79.7K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
140
+ 0.91%
$9.84K - $11.2K
15.5K $427K
Jul 27, 2022 Q2 2022
Capital Financial Services, LLC

BUY
 -
137
+ 4.62%
$9.63K - $11K
3.1K $85.3K
Aug 05, 2022 Q2 2022
Lws Wealth Advisors, Inc.

BUY
 -
39
+ 0.98%
$2.74K - $3.13K
4K $110K
Aug 02, 2022 Q2 2022
Cornerstone Advisory, LLC

BUY
 -
10
+ 0.35%
$703 - $802
2.87K $78.9K
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
1
+ 0.02%
$70.3 - $80.2
4.27K $117K
Q1 2022
Apr 13, 2022 Q1 2022
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
16.2K
+ 50.9%
$1.22M - $1.33M
48K $1.32M
Apr 14, 2022 Q1 2022
Signature Wealth Management Group

BUY
 -
3.25K
New
$244K - $266K
3.25K $89.3K
Dec 01, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
2.29K
+ 286.0%
$172K - $187K
3.09K $84.9K
Apr 18, 2022 Q1 2022
New England Guild Wealth Advisors, Inc.

BUY
 -
650
+ 6.93%
$48.8K - $53.3K
10K $276K
Apr 14, 2022 Q1 2022
New England Professional Planning Group Inc.

BUY
 -
650
New
$48.8K - $53.3K
650 $17.9K
Aug 05, 2022 Q1 2022
Tevis Investment Management

BUY
 -
50
New
$3.76K - $4.1K
50 $1.37K
May 04, 2022 Q1 2022
Hc Financial Advisors Inc

BUY
 -
13
+ 0.42%
$977 - $1.07K
3.11K $85.5K
Q4 2021
Feb 27, 2023 Q4 2021
Financial Partners Capital Management LLC

New York, NY
BUY
 -
13.4K
+ 75.26%
$1M - $1.08M
31.2K $857K

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