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 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
21.3K+ 8.9% |
$517K - $593K
|
260K
$7.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
21.2K+ 3.93% |
$515K - $591K
|
560K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
21.2K+ 2.84% |
$515K - $590K
|
768K
$21.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.1K+ 7.35% |
$514K - $589K
|
308K
$8.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21.1K+ 4.11% |
$512K - $587K
|
534K
$14.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
21K+ 3.04% |
$511K - $585K
|
711K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
20.9K+ 10.29% |
$509K - $584K
|
225K
$6.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
20.9K+ 20.19% |
$508K - $582K
|
124K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
20.5K+ 7.83% |
$498K - $570K
|
282K
$7.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
20.4K+ 2.62% |
$497K - $569K
|
799K
$22M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20.3K+ 43.59% |
$495K - $567K
|
67K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 4.54% |
$493K - $565K
|
467K
$12.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
20.2K+ 471.53% |
$491K - $563K
|
24.5K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
20.2K+ 46.42% |
$491K - $562K
|
63.6K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
20.1K+ 4.58% |
$489K - $560K
|
459K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
20KNew |
$486K - $557K
|
20K
$550K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
19.8K+ 20.21% |
$483K - $553K
|
118K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
19.8K+ 2.78% |
$481K - $552K
|
733K
$20.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
19.6K+ 6.07% |
$476K - $545K
|
342K
$9.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19.4K+ 25.25% |
$471K - $539K
|
96K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
19.2K+ 60.24% |
$468K - $536K
|
51.2K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19K+ 95.05% |
$463K - $531K
|
39.1K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
18.9K+ 1.49% |
$459K - $526K
|
1.29M
$35.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
18.9K+ 1.49% |
$459K - $526K
|
1.29M
$35.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
18.8K+ 5.27% |
$458K - $525K
|
376K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
18.7KNew |
$455K - $521K
|
18.7K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18.6K+ 7.09% |
$453K - $519K
|
281K
$7.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
18.6K+ 20.63% |
$452K - $518K
|
109K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
18.5K+ 1.9% |
$450K - $516K
|
993K
$27.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18.1K+ 5.23% |
$441K - $506K
|
365K
$10M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
18.1K+ 52.23% |
$440K - $504K
|
52.7K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
17.9K+ 4.18% |
$436K - $500K
|
446K
$12.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
17.9K+ 6.29% |
$436K - $500K
|
303K
$8.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
17.7K+ 6.59% |
$431K - $493K
|
286K
$7.87M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
17.6KNew |
$428K - $490K
|
17.6K
$483K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
17.5KNew |
$426K - $488K
|
17.5K
$481K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
17.4K+ 12.42% |
$422K - $484K
|
157K
$4.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
17.2K+ 23.5% |
$418K - $479K
|
90.2K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
16.9K+ 3.96% |
$411K - $471K
|
443K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
16.8K+ 4.05% |
$408K - $468K
|
432K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
16.7K+ 8.51% |
$406K - $465K
|
213K
$5.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.6K+ 8.46% |
$403K - $462K
|
213K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
16.5K+ 13.91% |
$401K - $459K
|
135K
$3.71M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
16.5K+ 1.54% |
$401K - $459K
|
1.08M
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16.5K+ 19.1% |
$400K - $459K
|
103K
$2.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.3K+ 6.6% |
$396K - $454K
|
263K
$7.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.2K+ 5.87% |
$395K - $452K
|
293K
$8.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.2K+ 4.17% |
$395K - $452K
|
405K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16KNew |
$390K - $446K
|
16K
$440K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16K+ 19.36% |
$389K - $446K
|
98.6K
$2.71M
|