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 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
161K+ 2.8% |
$4.36M - $4.61M
|
5.92M
$160M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
156K+ 35.63% |
$4.21M - $4.45M
|
593K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
155K+ 310.73% |
$4.18M - $4.42M
|
205K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
153K+ 214.35% |
$4.13M - $4.37M
|
224K
$6.08M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
152K+ 42.02% |
$4.09M - $4.33M
|
512K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150K+ 3.46% |
$4.05M - $4.28M
|
4.48M
$121M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
148K+ 6.42% |
$3.99M - $4.21M
|
2.45M
$66.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
147KNew |
$3.98M - $4.2M
|
147K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
146K+ 530.59% |
$3.95M - $4.18M
|
174K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
143K+ 1252.98% |
$3.87M - $4.09M
|
155K
$4.19M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
138K+ 0.0% |
$3.72M - $3.93M
|
138K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129K+ 5.81% |
$3.48M - $3.68M
|
2.35M
$63.6M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
128K+ 89.79% |
$3.46M - $3.65M
|
271K
$7.33M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
127K+ 403.59% |
$3.43M - $3.62M
|
158K
$4.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
123K+ 2.29% |
$3.31M - $3.5M
|
5.49M
$149M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
120K+ 8.11% |
$3.25M - $3.44M
|
1.61M
$43.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
119K+ 10.24% |
$3.21M - $3.39M
|
1.28M
$34.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
118K+ 24.4% |
$3.17M - $3.35M
|
599K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
115K+ 7.76% |
$3.1M - $3.28M
|
1.59M
$43.2M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
115K+ 35.04% |
$3.1M - $3.27M
|
442K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
114K+ 340.97% |
$3.07M - $3.25M
|
147K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 0.65% |
$3.06M - $3.23M
|
17.5M
$475M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
107K+ 9.93% |
$2.9M - $3.06M
|
1.19M
$32.2M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
107KNew |
$2.89M - $3.05M
|
107K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
106K+ 44.1% |
$2.87M - $3.03M
|
347K
$9.39M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
103K+ 2.11% |
$2.77M - $2.93M
|
4.98M
$135M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
102K+ 4560.47% |
$2.76M - $2.92M
|
105K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
97.5K+ 58.99% |
$2.63M - $2.78M
|
263K
$7.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
96.4K+ 10.17% |
$2.6M - $2.75M
|
1.04M
$28.3M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
95.5K+ 64.01% |
$2.58M - $2.72M
|
245K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
95K+ 92.71% |
$2.56M - $2.71M
|
197K
$5.35M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
94.3K+ 179.86% |
$2.55M - $2.69M
|
147K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
93.7K+ 5.61% |
$2.53M - $2.67M
|
1.76M
$47.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
93.1K+ 111.98% |
$2.51M - $2.66M
|
176K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
90.6K+ 9.89% |
$2.45M - $2.58M
|
1.01M
$27.3M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
90K+ 38.3% |
$2.43M - $2.57M
|
325K
$8.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
89.3K+ 20.05% |
$2.41M - $2.55M
|
535K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
89.2K+ 6.29% |
$2.41M - $2.55M
|
1.51M
$40.8M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
89.2K+ 110.45% |
$2.41M - $2.55M
|
170K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
87.6K+ 5.0% |
$2.37M - $2.5M
|
1.84M
$49.8M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
85.2K+ 6.84% |
$2.3M - $2.43M
|
1.33M
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85K+ 0.94% |
$2.29M - $2.42M
|
9.16M
$248M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
84.4KNew |
$2.28M - $2.41M
|
84.4K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
82.7KNew |
$2.23M - $2.36M
|
82.7K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
80.5K+ 4.93% |
$2.17M - $2.3M
|
1.71M
$46.4M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
77.6K+ 24.91% |
$2.1M - $2.22M
|
389K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
77.6K+ 16.84% |
$2.1M - $2.22M
|
538K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
76.5KNew |
$2.07M - $2.18M
|
76.5K
$2.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
76.4K+ 5.25% |
$2.06M - $2.18M
|
1.53M
$41.5M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
76.2K+ 240.91% |
$2.06M - $2.17M
|
108K
$2.92M
|