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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
47.7K+ 2.71% |
$1.16M - $1.33M
|
1.81M
$49.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
46.9KNew |
$1.14M - $1.31M
|
46.9K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
46.2K+ 30.31% |
$1.12M - $1.29M
|
199K
$5.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
46K+ 19.46% |
$1.12M - $1.28M
|
283K
$7.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.9K+ 18.78% |
$1.12M - $1.28M
|
290K
$7.98M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
45.6K+ 22.43% |
$1.11M - $1.27M
|
249K
$6.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
45.5K+ 5.0% |
$1.11M - $1.27M
|
956K
$26.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
45.5K+ 12.73% |
$1.11M - $1.27M
|
403K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
45.1K+ 136.57% |
$1.1M - $1.26M
|
78.2K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
44.9K+ 45.65% |
$1.09M - $1.25M
|
143K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
44.8K+ 201.35% |
$1.09M - $1.25M
|
67.1K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
44.5K+ 9.06% |
$1.08M - $1.24M
|
536K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
44.5K+ 10.27% |
$1.08M - $1.24M
|
478K
$13.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
43.1K+ 8.01% |
$1.05M - $1.2M
|
582K
$16M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
43K+ 3.21% |
$1.04M - $1.2M
|
1.38M
$38M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
42.5K+ 43.01% |
$1.03M - $1.18M
|
141K
$3.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
42.3K+ 9.53% |
$1.03M - $1.18M
|
486K
$13.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
41.1K+ 1.92% |
$999K - $1.14M
|
2.18M
$60M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41KNew |
$997K - $1.14M
|
41K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
40.3K+ 4.28% |
$981K - $1.12M
|
982K
$27M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
40.2K+ 29.37% |
$978K - $1.12M
|
177K
$4.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
39.9K+ 9.97% |
$970K - $1.11M
|
440K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
39.6K+ 410.62% |
$964K - $1.1M
|
49.3K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
39.5K+ 6.66% |
$961K - $1.1M
|
633K
$17.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39.3K+ 6.55% |
$955K - $1.09M
|
639K
$17.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.5K+ 21.83% |
$935K - $1.07M
|
215K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
37.9K+ 19.62% |
$922K - $1.06M
|
231K
$6.35M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
37.9K+ 12.04% |
$922K - $1.06M
|
353K
$9.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
37.5KNew |
$912K - $1.05M
|
37.5K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37.4K+ 13.18% |
$910K - $1.04M
|
321K
$8.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36.1K+ 39.92% |
$877K - $1M
|
126K
$3.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
35.9K+ 7.71% |
$872K - $999K
|
501K
$13.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
35.3K+ 4.77% |
$859K - $984K
|
776K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.2K+ 1.59% |
$855K - $980K
|
2.24M
$61.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34.8K+ 26.65% |
$847K - $971K
|
166K
$4.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
34.7K+ 9.97% |
$845K - $968K
|
383K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
33.6K+ 7.94% |
$817K - $937K
|
457K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
32.9KNew |
$800K - $916K
|
32.9K
$903K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32.6K+ 3.39% |
$794K - $910K
|
997K
$27.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
32.6K+ 14.0% |
$793K - $909K
|
266K
$7.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
32.6K+ 11.75% |
$792K - $908K
|
310K
$8.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32.3K+ 15.89% |
$785K - $900K
|
235K
$6.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.2K+ 5.53% |
$783K - $898K
|
615K
$16.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
31.6K+ 147.37% |
$768K - $881K
|
53K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
31.2K+ 13.2% |
$759K - $870K
|
268K
$7.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
31K+ 35.6% |
$754K - $864K
|
118K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31K+ 32.45% |
$754K - $864K
|
127K
$3.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
30.5K+ 282.08% |
$743K - $851K
|
41.4K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30.5K+ 3.91% |
$742K - $850K
|
810K
$22.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.4K+ 9.59% |
$740K - $848K
|
348K
$9.55M
|