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 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.9K+ 7.62% |
$579K - $613K
|
310K
$8.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
21.7K+ 43.82% |
$571K - $605K
|
71.1K
$1.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21.4K+ 5.2% |
$566K - $599K
|
434K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
21.2K+ 19.86% |
$558K - $591K
|
128K
$3.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
21K+ 10.56% |
$554K - $587K
|
220K
$5.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20.9KNew |
$551K - $584K
|
20.9K
$569K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.5K+ 5.49% |
$542K - $574K
|
395K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
20.5K+ 3.36% |
$540K - $573K
|
630K
$17.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.3KNew |
$534K - $566K
|
20.3K
$552K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20.2K+ 5.57% |
$532K - $564K
|
382K
$10.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
20.1K+ 28.69% |
$531K - $563K
|
90.3K
$2.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.6K+ 6.98% |
$518K - $549K
|
301K
$8.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19.6K+ 6.86% |
$516K - $547K
|
305K
$8.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
19.6KNew |
$516K - $547K
|
19.6K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
19.4KNew |
$513K - $543K
|
19.4K
$529K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19.2K+ 135.43% |
$506K - $536K
|
33.4K
$909K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
19.1K+ 38.73% |
$503K - $533K
|
68.3K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
19K+ 8.94% |
$501K - $531K
|
232K
$6.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
18.7K+ 98.92% |
$493K - $522K
|
37.6K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
18.6KNew |
$491K - $521K
|
18.6K
$507K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
18.5K+ 2.04% |
$487K - $516K
|
922K
$25.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 18.75% |
$483K - $512K
|
116K
$3.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 8.81% |
$482K - $511K
|
226K
$6.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
18.2KNew |
$481K - $510K
|
18.2K
$497K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17.7K+ 1.75% |
$468K - $496K
|
1.03M
$28.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
17.6KNew |
$464K - $492K
|
17.6K
$479K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
17.3K+ 6.14% |
$457K - $484K
|
299K
$8.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.3K+ 95.33% |
$457K - $484K
|
35.5K
$966K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
17.2K+ 6.05% |
$454K - $481K
|
302K
$8.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
17.1KNew |
$451K - $478K
|
17.1K
$466K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 6.49% |
$444K - $471K
|
276K
$7.52M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
16.8KNew |
$442K - $469K
|
16.8K
$457K
|
|
|
Nov 05, 2025
Q3 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
16.6K+ 11.57% |
$437K - $463K
|
160K
$4.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.5KNew |
$436K - $461K
|
16.5K
$450K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
16.4K+ 3.8% |
$431K - $457K
|
447K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16.2K+ 0.95% |
$429K - $454K
|
1.73M
$47.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.2K+ 20.33% |
$428K - $454K
|
96.1K
$2.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.2K+ 8.38% |
$428K - $453K
|
210K
$5.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.2K+ 5.54% |
$428K - $453K
|
309K
$8.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.2K+ 8.15% |
$427K - $452K
|
215K
$5.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16.2K+ 8.15% |
$427K - $452K
|
215K
$5.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$426K - $451K
|
16.1K
$440K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
16.1K+ 13.16% |
$424K - $450K
|
138K
$3.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
15.9KNew |
$420K - $446K
|
15.9K
$434K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
15.8KNew |
$416K - $441K
|
15.8K
$430K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.6K+ 28.8% |
$411K - $435K
|
69.7K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15KNew |
$396K - $419K
|
15K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
15KNew |
$396K - $419K
|
15K
$409K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15K+ 8.11% |
$395K - $419K
|
200K
$5.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.9K+ 2.42% |
$393K - $416K
|
630K
$17.2M
|
|