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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
40.8K+ 8.4% |
$1.08M - $1.14M
|
526K
$14.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
39.6K+ 18.02% |
$1.04M - $1.11M
|
259K
$7.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
39.4K+ 33.35% |
$1.04M - $1.1M
|
157K
$4.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.3K+ 11.48% |
$1.04M - $1.1M
|
381K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
38.4KNew |
$1.01M - $1.07M
|
38.4K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.3K+ 0.56% |
$1.01M - $1.07M
|
6.89M
$188M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
37.2K+ 6.74% |
$982K - $1.04M
|
589K
$16M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.2K+ 3.8% |
$981K - $1.04M
|
1.02M
$27.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
37K+ 203.69% |
$977K - $1.04M
|
55.2K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
36.9K+ 5.49% |
$973K - $1.03M
|
709K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.3K+ 4.39% |
$958K - $1.02M
|
864K
$23.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
35.9K+ 4.68% |
$948K - $1M
|
804K
$21.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.4K+ 8.44% |
$934K - $990K
|
455K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35.3K+ 68.5% |
$932K - $988K
|
86.9K
$2.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
34.7KNew |
$916K - $971K
|
34.7K
$946K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
34.5K+ 22.95% |
$911K - $965K
|
185K
$5.04M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.5K+ 0.59% |
$883K - $936K
|
5.68M
$155M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
33.4KNew |
$882K - $935K
|
33.4K
$911K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
32.7K+ 5.28% |
$861K - $913K
|
652K
$17.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
32.6K+ 88.12% |
$861K - $912K
|
69.7K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
32.5K+ 5.84% |
$857K - $908K
|
589K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
32.2KNew |
$849K - $900K
|
32.2K
$877K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
32K+ 51.94% |
$845K - $895K
|
93.7K
$2.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31.8K+ 1.05% |
$839K - $889K
|
3.06M
$83.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
31.7K+ 2.39% |
$837K - $887K
|
1.36M
$37M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
31.7KNew |
$836K - $886K
|
31.7K
$864K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
31.5KNew |
$831K - $881K
|
31.5K
$858K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
31.5K+ 3.08% |
$830K - $880K
|
1.05M
$28.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
31.4K+ 40.19% |
$829K - $878K
|
110K
$2.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31.2K+ 9.11% |
$824K - $873K
|
374K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
30.9K+ 7.39% |
$816K - $865K
|
450K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
30.7K+ 7.09% |
$810K - $858K
|
463K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30.6KNew |
$806K - $854K
|
30.6K
$832K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
30.4K+ 155.91% |
$802K - $850K
|
49.9K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
30.1K+ 3.03% |
$794K - $841K
|
1.02M
$27.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
29.9KNew |
$790K - $837K
|
29.9K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
29.7KNew |
$785K - $831K
|
29.7K
$810K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
29.2K+ 72.94% |
$771K - $817K
|
69.3K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29.2K+ 4.79% |
$770K - $816K
|
639K
$17.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.1KNew |
$768K - $814K
|
29.1K
$793K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
29K+ 1.67% |
$766K - $812K
|
1.77M
$48.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
28.1K+ 82.75% |
$742K - $786K
|
62.1K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
28K+ 7.45% |
$739K - $783K
|
404K
$11M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
27.9K+ 69.58% |
$735K - $779K
|
67.9K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27.9K+ 7.52% |
$735K - $778K
|
398K
$10.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
27.6K+ 9.13% |
$727K - $771K
|
330K
$8.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.6K+ 6.67% |
$727K - $770K
|
441K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
27.3K+ 7.12% |
$720K - $763K
|
410K
$11.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
27.2K+ 3.04% |
$718K - $761K
|
922K
$25.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
27.2K+ 6.29% |
$717K - $759K
|
459K
$12.5M
|
|