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 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
15.9K+ 3.25% |
$386K - $442K
|
503K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.8K+ 4.47% |
$385K - $441K
|
370K
$10.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15.8K+ 3.06% |
$383K - $439K
|
531K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
15.7K+ 41.61% |
$381K - $437K
|
53.4K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15.6K+ 8.03% |
$379K - $435K
|
210K
$5.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.6K+ 2.2% |
$378K - $433K
|
723K
$19.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
15.5K+ 73.39% |
$378K - $433K
|
36.7K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
15.4K+ 2.59% |
$374K - $428K
|
610K
$16.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
15.1K+ 6.6% |
$368K - $421K
|
244K
$6.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15.1K+ 4.43% |
$367K - $420K
|
356K
$9.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15K+ 8.41% |
$366K - $419K
|
194K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15K+ 7732.99% |
$365K - $418K
|
15.2K
$418K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
15K+ 12.3% |
$364K - $417K
|
137K
$3.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
14.8K+ 5.49% |
$360K - $413K
|
285K
$7.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.8K+ 3.79% |
$359K - $411K
|
404K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.5K+ 2.38% |
$353K - $405K
|
625K
$17.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.4K+ 1.51% |
$351K - $402K
|
969K
$26.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
14.4K+ 9.64% |
$351K - $402K
|
164K
$4.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14.4K+ 8.31% |
$351K - $402K
|
188K
$5.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
14.4K+ 5.82% |
$351K - $402K
|
262K
$7.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14.4K+ 3.01% |
$349K - $400K
|
491K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
14.3KNew |
$348K - $399K
|
14.3K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
14.2K+ 13.95% |
$345K - $395K
|
116K
$3.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
14.1KNew |
$343K - $393K
|
14.1K
$388K
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
14.1K+ 2.05% |
$343K - $393K
|
703K
$19.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
14.1KNew |
$342K - $392K
|
14.1K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
13.9KNew |
$337K - $386K
|
13.9K
$381K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
13.8K+ 4.08% |
$336K - $385K
|
352K
$9.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
13.8K+ 137.4% |
$335K - $384K
|
23.8K
$655K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.8KNew |
$335K - $384K
|
13.8K
$379K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.7KNew |
$334K - $383K
|
13.7K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
13.6K+ 10.78% |
$331K - $380K
|
140K
$3.85M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13.6K+ 29.21% |
$331K - $379K
|
60.2K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.6K+ 0.69% |
$330K - $378K
|
1.97M
$54.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
13.4K+ 10.52% |
$326K - $374K
|
141K
$3.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
13.4K+ 70.83% |
$325K - $372K
|
32.2K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
13.1K+ 4.62% |
$317K - $364K
|
296K
$8.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 10.64% |
$314K - $360K
|
134K
$3.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12.9K+ 131.59% |
$313K - $359K
|
22.6K
$622K
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
12.8KNew |
$310K - $356K
|
12.8K
$351K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
12.8KNew |
$310K - $355K
|
12.8K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.7K+ 7.94% |
$309K - $354K
|
173K
$4.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12.7K+ 13.27% |
$308K - $353K
|
108K
$2.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
12.6K+ 11.91% |
$307K - $352K
|
119K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4K+ 9.47% |
$301K - $345K
|
143K
$3.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
12.3KNew |
$298K - $342K
|
12.3K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
12.2K+ 20.79% |
$298K - $341K
|
71.1K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.2K+ 1.38% |
$297K - $341K
|
895K
$24.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
12.1K+ 138.48% |
$294K - $337K
|
20.8K
$571K
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
12KNew |
$292K - $335K
|
12K
$330K
|