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 20, 2023 Q4 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
700
+ 3.47%
$47K - $55.3K
20.9K $581K
Jan 04, 2023 Q4 2022
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
683
+ 7.82%
$45.9K - $54K
9.41K $262K
Feb 10, 2023 Q4 2022
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
500
New
$33.6K - $39.5K
500 $13.9K
Jan 27, 2023 Q4 2022
Baldwin Brothers LLC

BUY
 -
500
+ 1020.41%
$33.6K - $39.5K
549 $15.3K
Feb 10, 2023 Q4 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
405
+ 3.08%
$27.2K - $32K
13.6K $377K
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
306
New
$20.6K - $24.2K
306 $8.52K
Feb 07, 2023 Q4 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
142
New
$9.54K - $11.2K
142 $3.95K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
142
New
$9.54K - $11.2K
142 $3.95K
Feb 14, 2023 Q4 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
139
+ 2.76%
$9.34K - $11K
5.18K $144K
Feb 01, 2023 Q4 2022
Hartford Financial Management Inc.

BUY
 -
100
New
$6.72K - $7.91K
100 $2.78K
Jan 12, 2023 Q4 2022
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
51
New
$3.43K - $4.03K
51 $1.42K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
44
+ 5.04%
$2.96K - $3.48K
917 $25.5K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
28
+ 0.03%
$1.88K - $2.21K
99.3K $2.76M
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
14
New
$940 - $1.11K
14 $390
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
6
+ 0.05%
$403 - $474
11.7K $327K
Feb 01, 2023 Q4 2022
Kathleen S. Wright Associates Inc.

BUY
 -
4
New
$269 - $316
4 $111
Q3 2022
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
1.2M
+ 1379.87%
$80M - $93.7M
1.29M $35.9M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
301K
New
$20M - $23.4M
301K $8.38M
Oct 07, 2022 Q3 2022
Coho Partners, Ltd.

BUY
 -
66.9K
New
$4.44M - $5.21M
66.9K $1.86M
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
47.9K
New
$3.18M - $3.73M
47.9K $1.33M
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
20.8K
New
$1.38M - $1.62M
20.8K $580K
Nov 15, 2022 Q3 2022
Highland Financial Advisors, LLC

BUY
 -
20.1K
New
$1.34M - $1.57M
20.1K $560K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
13.9K
New
$924K - $1.08M
13.9K $387K
Nov 07, 2022 Q3 2022
Vista Capital Partners, Inc.

BUY
 -
8.54K
New
$567K - $665K
8.54K $238K
Nov 08, 2022 Q3 2022
Capital Wealth Alliance, LLC

BUY
 -
5.36K
New
$356K - $417K
5.36K $149K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
3.61K
+ 8.97%
$240K - $281K
43.8K $1.22M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
3.55K
+ 28.97%
$236K - $276K
15.8K $440K
Nov 14, 2022 Q3 2022
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
3.45K
New
$229K - $268K
3.45K $95.9K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.79K
New
$119K - $139K
1.79K $49.7K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
337
+ 320.95%
$22.4K - $26.2K
442 $12.3K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
155
New
$10.3K - $12.1K
155 $4.31K
Nov 14, 2022 Q3 2022
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
50
New
$3.32K - $3.89K
50 $1.39K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
46
New
$3.06K - $3.58K
46 $1.28K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
18
+ 0.29%
$1.2K - $1.4K
6.22K $173K
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
6
+ 0.06%
$399 - $467
10K $280K
Q2 2022
Jul 25, 2022 Q2 2022
Corbenic Partners LLC

BUY
 -
307K
+ 213.5%
$21.6M - $24.6M
450K $12.5M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
231K
New
$16.2M - $18.5M
231K $6.42M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
137K
New
$9.61M - $11M
137K $3.8M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
51.2K
New
$3.6M - $4.11M
51.2K $1.42M
Jan 10, 2025 Q2 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
11.2K
+ 66.47%
$787K - $899K
28.1K $781K
Aug 11, 2022 Q2 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
9.01K
New
$633K - $723K
9.01K $251K
Jul 12, 2022 Q2 2022
Minot Wealth Management LLC

BUY
 -
4.32K
+ 1.18%
$303K - $346K
371K $10.3M
Aug 12, 2022 Q2 2022
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
3.3K
New
$232K - $265K
3.3K $92K
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
3.08K
New
$217K - $247K
3.08K $85.8K
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
2.61K
+ 97.97%
$184K - $209K
5.27K $147K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1.61K
New
$113K - $129K
1.61K $44.7K
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

BUY
 -
1.44K
New
$101K - $115K
1.44K $40K
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

BUY
 -
1.32K
+ 3.53%
$92.8K - $106K
38.7K $1.08M
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
959
+ 2.3%
$67.4K - $77K
42.6K $1.19M

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