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 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
30.4KNew |
$739K - $847K
|
30.4K
$835K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
30.4KNew |
$739K - $847K
|
30.4K
$835K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
30.3K+ 3.51% |
$737K - $845K
|
895K
$24.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
30.3K+ 7.94% |
$737K - $845K
|
412K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30K+ 6.21% |
$730K - $836K
|
513K
$14.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
29.9K+ 5.39% |
$728K - $835K
|
586K
$16.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29.9K+ 366.56% |
$727K - $833K
|
38K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
29.4K+ 62.12% |
$716K - $821K
|
76.9K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
29.4K+ 12.2% |
$714K - $819K
|
270K
$7.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
29.3K+ 20.03% |
$713K - $817K
|
176K
$4.83M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29K+ 42.86% |
$704K - $807K
|
96.5K
$2.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28.5K+ 3.64% |
$694K - $795K
|
812K
$22.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
28.4K+ 37.11% |
$690K - $791K
|
105K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.2K+ 8.15% |
$686K - $786K
|
374K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
28.2K+ 75.61% |
$685K - $785K
|
65.4K
$1.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
28K+ 43.15% |
$680K - $779K
|
92.8K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
27.7KNew |
$674K - $772K
|
27.7K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
27.7K+ 15.65% |
$674K - $772K
|
205K
$5.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
27.7K+ 0.96% |
$673K - $772K
|
2.91M
$79.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.5K+ 9.2% |
$670K - $768K
|
327K
$8.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
27.5K+ 1.83% |
$668K - $765K
|
1.53M
$41.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
27.3KNew |
$664K - $761K
|
27.3K
$750K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
27.3K+ 57.09% |
$664K - $760K
|
75.1K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
27.2KNew |
$662K - $759K
|
27.2K
$748K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
27.2K+ 2.13% |
$662K - $759K
|
1.31M
$35.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
27.2K+ 2.75% |
$662K - $758K
|
1.02M
$27.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
27.2K+ 3.24% |
$661K - $758K
|
866K
$23.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
26.6K+ 73769.44% |
$646K - $740K
|
26.6K
$731K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26.1K+ 92.5% |
$634K - $727K
|
54.3K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26K+ 2.33% |
$632K - $724K
|
1.14M
$31.3M
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
25.7KNew |
$624K - $715K
|
25.7K
$705K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
25.3K+ 15.75% |
$616K - $706K
|
186K
$5.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
24.8K+ 2.82% |
$603K - $691K
|
903K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 5.11% |
$600K - $688K
|
508K
$14M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
24.4K+ 7.51% |
$594K - $680K
|
349K
$9.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24K+ 12.9% |
$584K - $669K
|
210K
$5.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
23.9K+ 238.15% |
$582K - $667K
|
34K
$933K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
23.3KNew |
$566K - $649K
|
23.3K
$640K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
23K+ 24.17% |
$559K - $641K
|
118K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
22.6K+ 4.4% |
$548K - $629K
|
535K
$14.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
22.3KNew |
$542K - $622K
|
22.3K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22.3K+ 2.04% |
$542K - $621K
|
1.11M
$30.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
22KNew |
$534K - $612K
|
22K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$531K - $609K
|
21.9K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 189.72% |
$530K - $607K
|
33.3K
$914K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
21.7KNew |
$527K - $604K
|
21.7K
$595K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21.7K+ 19.99% |
$527K - $604K
|
130K
$3.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
21.6K+ 25.54% |
$524K - $601K
|
106K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$522K - $598K
|
21.4K
$589K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
21.4K+ 3.05% |
$522K - $598K
|
724K
$19.9M
|