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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4M+ 95.16% |
$389M - $411M
|
29.6M
$801M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.47M+ 6.8% |
$66.7M - $70.5M
|
38.8M
$1.05B
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.08M+ 228516.25% |
$56.2M - $59.4M
|
2.08M
$56.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.07M+ 37.53% |
$55.9M - $59M
|
7.58M
$205M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64M+ 6.3% |
$44.2M - $46.7M
|
27.6M
$749M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.51MNew |
$40.7M - $43M
|
1.51M
$40.9M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.21MNew |
$32.6M - $34.5M
|
1.21M
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
970K+ 102.6% |
$26.2M - $27.7M
|
1.92M
$51.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
886K+ 3.11% |
$23.9M - $25.3M
|
29.4M
$795M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
815KNew |
$22M - $23.3M
|
815K
$22.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
757K+ 15.47% |
$20.4M - $21.6M
|
5.65M
$153M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
750K+ 12.36% |
$20.3M - $21.4M
|
6.82M
$185M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
669K+ 140.97% |
$18.1M - $19.1M
|
1.14M
$31M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
660KNew |
$17.8M - $18.8M
|
660K
$17.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
587KNew |
$15.8M - $16.7M
|
587K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
519K+ 558409.69% |
$14M - $14.8M
|
519K
$14.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
500K+ 349.93% |
$13.5M - $14.3M
|
643K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
490K+ 9.66% |
$13.2M - $14M
|
5.57M
$151M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
483K+ 8.96% |
$13M - $13.8M
|
5.87M
$159M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
443KNew |
$12M - $12.7M
|
443K
$12M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
432K+ 8.24% |
$11.7M - $12.3M
|
5.67M
$154M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
386K+ 1464.08% |
$10.4M - $11M
|
412K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
366K+ 2.79% |
$9.88M - $10.4M
|
13.5M
$366M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
309K+ 26.02% |
$8.35M - $8.83M
|
1.5M
$40.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
306K+ 34.67% |
$8.25M - $8.72M
|
1.19M
$32.2M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
302KNew |
$8.15M - $8.61M
|
302K
$8.18M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
287K+ 10.87% |
$7.75M - $8.19M
|
2.93M
$79.3M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
282K+ 5693.34% |
$7.62M - $8.05M
|
287K
$7.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
259K+ 138.41% |
$7M - $7.4M
|
446K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
259K+ 283.38% |
$6.99M - $7.38M
|
350K
$9.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
254K+ 2.71% |
$6.85M - $7.24M
|
9.63M
$261M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
249K+ 369.87% |
$6.74M - $7.12M
|
317K
$8.59M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
247K+ 16.66% |
$6.67M - $7.05M
|
1.73M
$46.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
232K+ 332.77% |
$6.26M - $6.62M
|
301K
$8.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
226K+ 56.93% |
$6.1M - $6.45M
|
623K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
207K+ 19.95% |
$5.59M - $5.91M
|
1.24M
$33.7M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
194K+ 7.22% |
$5.24M - $5.54M
|
2.88M
$78.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
190K+ 64.86% |
$5.14M - $5.43M
|
483K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
189K+ 327.89% |
$5.11M - $5.4M
|
247K
$6.69M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
189K+ 409.07% |
$5.11M - $5.4M
|
235K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
186K+ 11.86% |
$5.02M - $5.31M
|
1.75M
$47.5M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
186K+ 65.9% |
$5.02M - $5.31M
|
468K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
184K+ 7.32% |
$4.97M - $5.25M
|
2.7M
$73M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
183KNew |
$4.93M - $5.21M
|
183K
$4.95M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
180K+ 22.97% |
$4.86M - $5.14M
|
964K
$26.1M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
172K+ 118.14% |
$4.64M - $4.9M
|
317K
$8.59M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
171K+ 70.17% |
$4.62M - $4.88M
|
415K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
169KNew |
$4.55M - $4.81M
|
169K
$4.57M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
167K+ 75.44% |
$4.51M - $4.77M
|
389K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
167K+ 66.92% |
$4.51M - $4.76M
|
416K
$11.3M
|