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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.06K+ 2.91% |
$50K - $57.3K
|
72.6K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.89K+ 5.83% |
$46.1K - $52.8K
|
34.4K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.89K+ 20.09% |
$45.9K - $52.6K
|
11.3K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.88K+ 5.26% |
$45.6K - $52.3K
|
37.6K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.86K+ 1.98% |
$45.2K - $51.8K
|
95.9K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.86K+ 0.51% |
$45.1K - $51.7K
|
364K
$9.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.85K+ 8.03% |
$44.9K - $51.4K
|
24.8K
$672K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.85K+ 4.5% |
$44.9K - $51.4K
|
42.9K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.79K+ 7.62% |
$43.6K - $49.9K
|
25.3K
$685K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.79K+ 3.88% |
$43.4K - $49.8K
|
47.8K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.68K+ 0.74% |
$40.8K - $46.7K
|
229K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 1.34% |
$40.3K - $46.2K
|
126K
$3.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.46K+ 1.21% |
$35.4K - $40.6K
|
122K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.39K+ 9.16% |
$33.8K - $38.7K
|
16.6K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.39K+ 4.94% |
$33.8K - $38.7K
|
29.5K
$799K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.29K+ 160.82% |
$31.4K - $36K
|
2.1K
$56.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.26K+ 25.59% |
$30.5K - $35K
|
6.16K
$167K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.16K+ 2.31% |
$28.2K - $32.3K
|
51.3K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.14K+ 8.59% |
$27.6K - $31.7K
|
14.4K
$389K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.03K+ 12.92% |
$24.9K - $28.6K
|
8.96K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.02K+ 4.19% |
$24.7K - $28.3K
|
25.3K
$685K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
999+ 0.25% |
$24.3K - $27.8K
|
399K
$10.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
965+ 7.39% |
$23.5K - $26.9K
|
14K
$380K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
949+ 10.21% |
$23.1K - $26.4K
|
10.2K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
938+ 476.14% |
$22.8K - $26.1K
|
1.14K
$30.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
909+ 4.97% |
$22.1K - $25.3K
|
19.2K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
907+ 241.87% |
$22.1K - $25.3K
|
1.28K
$34.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
875+ 1.34% |
$21.3K - $24.4K
|
65.9K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
875+ 3.66% |
$21.3K - $24.4K
|
24.8K
$672K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
860+ 3.06% |
$20.9K - $24K
|
28.9K
$784K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
825+ 0.31% |
$20.1K - $23K
|
270K
$7.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
749+ 10.42% |
$18.2K - $20.9K
|
7.94K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
733+ 4.46% |
$17.8K - $20.4K
|
17.2K
$465K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
711+ 6.74% |
$17.3K - $19.8K
|
11.3K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
693+ 0.73% |
$16.9K - $19.3K
|
96.2K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
690+ 2.26% |
$16.8K - $19.2K
|
31.3K
$847K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
645+ 1573.17% |
$15.7K - $18K
|
686
$18.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
590+ 0.2% |
$14.3K - $16.4K
|
290K
$7.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
572+ 0.68% |
$13.9K - $15.9K
|
85K
$2.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
570+ 7.92% |
$13.9K - $15.9K
|
7.77K
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
563+ 0.5% |
$13.7K - $15.7K
|
113K
$3.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
560+ 6.4% |
$13.6K - $15.6K
|
9.32K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
519+ 3.29% |
$12.6K - $14.5K
|
16.3K
$441K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
508+ 0.81% |
$12.4K - $14.2K
|
63.5K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
506+ 4.63% |
$12.3K - $14.1K
|
11.4K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
450New |
$10.9K - $12.5K
|
450
$12.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
437+ 2.88% |
$10.6K - $12.2K
|
15.6K
$424K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
406+ 3.59% |
$9.87K - $11.3K
|
11.7K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
404+ 2.0% |
$9.83K - $11.3K
|
20.6K
$559K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
390+ 0.08% |
$9.48K - $10.9K
|
510K
$13.8M
|