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 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
73.3K+ 8.36% |
$1.98M - $2.09M
|
950K
$25.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
71.5K+ 5.91% |
$1.93M - $2.04M
|
1.28M
$34.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
69.8K+ 38.12% |
$1.88M - $1.99M
|
253K
$6.85M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
69.1K+ 16.36% |
$1.87M - $1.97M
|
492K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
68.7K+ 3.14% |
$1.86M - $1.96M
|
2.25M
$61.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
68.2K+ 12.57% |
$1.84M - $1.95M
|
611K
$16.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
68.1K+ 15.91% |
$1.84M - $1.94M
|
497K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
68K+ 70.26% |
$1.84M - $1.94M
|
165K
$4.47M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
67.9K+ 205.69% |
$1.83M - $1.94M
|
101K
$2.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
67.7K+ 5.63% |
$1.83M - $1.93M
|
1.27M
$34.4M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
67.4K+ 7.71% |
$1.82M - $1.92M
|
942K
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
66.2KNew |
$1.79M - $1.89M
|
66.2K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
66K+ 7.14% |
$1.78M - $1.88M
|
990K
$26.8M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
62.7K+ 125.72% |
$1.69M - $1.79M
|
112K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
60.7K+ 37.76% |
$1.64M - $1.73M
|
221K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
60.6K+ 241.42% |
$1.64M - $1.73M
|
85.7K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
60.6K+ 4.68% |
$1.64M - $1.73M
|
1.36M
$36.7M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
60.4K+ 2.06% |
$1.63M - $1.72M
|
2.99M
$81.1M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
59.9KNew |
$1.62M - $1.71M
|
59.9K
$1.62M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
58.7KNew |
$1.58M - $1.67M
|
58.7K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.2K+ 4.13% |
$1.57M - $1.66M
|
1.47M
$39.8M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
58K+ 25.5% |
$1.57M - $1.66M
|
286K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
56.6K+ 258.87% |
$1.53M - $1.61M
|
78.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
56.4K+ 5.45% |
$1.52M - $1.61M
|
1.09M
$29.5M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
56K+ 6.57% |
$1.51M - $1.6M
|
907K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
55.7K+ 21.97% |
$1.5M - $1.59M
|
309K
$8.37M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
52.2K+ 235.14% |
$1.41M - $1.49M
|
74.4K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
51.3K+ 67.03% |
$1.39M - $1.47M
|
128K
$3.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
51.3K+ 6.4% |
$1.39M - $1.46M
|
853K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
51.2K+ 17.41% |
$1.38M - $1.46M
|
345K
$9.35M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50K+ 38.81% |
$1.35M - $1.43M
|
179K
$4.84M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
49.2KNew |
$1.33M - $1.4M
|
49.2K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49K+ 3.41% |
$1.32M - $1.4M
|
1.49M
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
48.5K+ 49.83% |
$1.31M - $1.38M
|
146K
$3.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
48.2K+ 6.42% |
$1.3M - $1.37M
|
798K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
44.4K+ 3.38% |
$1.2M - $1.27M
|
1.36M
$36.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
44.2K+ 22.99% |
$1.19M - $1.26M
|
237K
$6.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
43K+ 3.76% |
$1.16M - $1.23M
|
1.19M
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
42.5K+ 50.64% |
$1.15M - $1.21M
|
126K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42.1K+ 70.53% |
$1.14M - $1.2M
|
102K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
42K+ 7.0% |
$1.13M - $1.2M
|
642K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
41.8KNew |
$1.13M - $1.19M
|
41.8K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41K+ 25.31% |
$1.11M - $1.17M
|
203K
$5.5M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
40.7K+ 13.56% |
$1.1M - $1.16M
|
341K
$9.23M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
40.5K+ 13.36% |
$1.09M - $1.16M
|
344K
$9.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39.9K+ 1.9% |
$1.08M - $1.14M
|
2.14M
$58M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
39.6K+ 4.48% |
$1.07M - $1.13M
|
924K
$25M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38.7K+ 2.77% |
$1.05M - $1.11M
|
1.44M
$38.9M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
38.7KNew |
$1.05M - $1.11M
|
38.7K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
38.6KNew |
$1.04M - $1.1M
|
38.6K
$1.05M
|