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
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
640
New
$44.3K - $47.3K
640 $17.6K
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
640
New
$44.3K - $47.3K
640 $17.6K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
630
New
$43.6K - $46.6K
630 $17.4K
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
630
+ 19.09%
$43.6K - $46.6K
3.93K $108K
Aug 10, 2023 Q2 2023
Belmont Capital, LLC

BUY
 -
582
New
$40.3K - $43K
582 $16K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
459
+ 14.47%
$31.8K - $33.9K
3.63K $100K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
402
+ 67.34%
$27.8K - $29.7K
999 $27.5K
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
350
New
$24.2K - $25.9K
350 $9.65K
Nov 13, 2023 Q2 2023
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
258
+ 6.19%
$17.8K - $19.1K
4.43K $122K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
224
New
$15.5K - $16.6K
224 $6.17K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
83
+ 4.37%
$5.74K - $6.14K
1.98K $54.7K
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
50
+ 0.97%
$3.46K - $3.7K
5.21K $144K
Jul 20, 2023 Q2 2023
Lockerman Financial Group, Inc.

BUY
 -
32
+ 0.95%
$2.21K - $2.37K
3.4K $93.8K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
15
New
$1.04K - $1.11K
15 $413
Aug 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
12
+ 0.41%
$830 - $887
2.95K $81.3K
Jul 06, 2023 Q2 2023
Piershale Financial Group, Inc.

BUY
 -
4
+ 1.02%
$277 - $296
395 $10.9K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
0
New
$0 - $0
0 $0
Q1 2023
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
20.7K
New
$1.46M - $1.62M
20.7K $571K
Apr 13, 2023 Q1 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
18.4K
New
$1.29M - $1.43M
18.4K $507K
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
18K
New
$1.27M - $1.41M
18K $497K
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

BUY
 -
17K
New
$1.19M - $1.33M
17K $469K
May 15, 2023 Q1 2023
Roof Eidam & Maycock

BUY
 -
10.8K
+ 4.33%
$762K - $846K
261K $7.2M
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
5.92K
New
$416K - $462K
5.92K $163K
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
4.56K
+ 8.04%
$321K - $356K
61.3K $1.69M
Apr 14, 2023 Q1 2023
Asset Management Corp

BUY
 -
4.12K
+ 12.52%
$289K - $321K
37K $1.02M
Apr 10, 2023 Q1 2023
Focus Wealth Advisors, LLC

BUY
 -
4.09K
New
$288K - $319K
4.09K $113K
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
3.49K
+ 113.59%
$245K - $272K
6.55K $181K
May 01, 2023 Q1 2023
Sfmg, LLC

BUY
 -
3.44K
New
$242K - $269K
3.44K $94.8K
Apr 20, 2023 Q1 2023
High Tower Trust Services, Lta

BUY
 -
3.15K
+ 5.58%
$221K - $246K
59.5K $1.64M
May 15, 2023 Q1 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
2.9K
New
$204K - $227K
2.9K $80K
May 15, 2023 Q1 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
2.13K
+ 77.17%
$150K - $166K
4.9K $135K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
1.75K
New
$123K - $136K
1.75K $48.1K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
1.55K
New
$109K - $121K
1.55K $42.7K
Apr 17, 2023 Q1 2023
Fortune 45 LLC

BUY
 -
1.48K
+ 3.24%
$104K - $115K
47K $1.3M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
1.14K
New
$80.1K - $89K
1.14K $31.4K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
900
New
$63.3K - $70.2K
900 $24.8K
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
895
+ 1.15%
$62.9K - $69.8K
78.8K $2.17M
May 04, 2023 Q1 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
517
+ 0.84%
$36.3K - $40.3K
62.4K $1.72M
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
348
New
$24.5K - $27.2K
348 $9.59K
May 12, 2023 Q1 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
307
+ 10.83%
$21.6K - $24K
3.14K $86.6K
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
267
New
$18.8K - $20.8K
267 $7.36K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
86
+ 104.88%
$6.04K - $6.71K
168 $4.63K
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
66
New
$4.64K - $5.15K
66 $1.82K
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

BUY
 -
33
+ 0.75%
$2.32K - $2.57K
4.46K $123K
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

BUY
 -
23
+ 0.84%
$1.62K - $1.79K
2.77K $76.3K
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
12
+ 0.17%
$843 - $936
7K $193K
May 11, 2023 Q1 2023
Thompson Siegel & Walmsley LLC

BUY
 -
3
+ 0.82%
$211 - $234
370 $10.2K
May 15, 2023 Q1 2023
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1
New
$70.3 - $78
1 $27.6
May 01, 2023 Q1 2023
Wolff Financial Management LLC

BUY
 -
1
+ 0.03%
$70.3 - $78
3.1K $85.4K

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