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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
38.3K+ 8.02% |
$1.03M - $1.09M
|
516K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
38K+ 389.32% |
$1.03M - $1.09M
|
47.8K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
37.9K+ 112.85% |
$1.02M - $1.08M
|
71.5K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
37.8K+ 9.29% |
$1.02M - $1.08M
|
445K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37.6K+ 1.59% |
$1.02M - $1.07M
|
2.4M
$64.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
37.4KNew |
$1.01M - $1.07M
|
37.4K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37.3KNew |
$1.01M - $1.06M
|
37.3K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
37KNew |
$1M - $1.06M
|
37K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
35.7KNew |
$964K - $1.02M
|
35.7K
$967K
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
35.4KNew |
$957K - $1.01M
|
35.4K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
34.8K+ 10.63% |
$939K - $992K
|
362K
$9.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.5K+ 15.43% |
$933K - $986K
|
258K
$7M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
34.4K+ 13.37% |
$930K - $982K
|
292K
$7.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
33KNew |
$892K - $943K
|
33K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
32.9KNew |
$888K - $938K
|
32.9K
$890K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
32.5K+ 69.31% |
$877K - $926K
|
79.3K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.3K+ 7.29% |
$873K - $922K
|
476K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
32.1K+ 66.57% |
$866K - $915K
|
80.2K
$2.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
32K+ 14.44% |
$863K - $912K
|
253K
$6.86M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31.9K+ 14.15% |
$862K - $910K
|
257K
$6.97M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
31K+ 2.4% |
$836K - $884K
|
1.32M
$35.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.9K+ 4.11% |
$836K - $883K
|
784K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30.4K+ 6.72% |
$822K - $868K
|
483K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
30.1K+ 5.35% |
$813K - $859K
|
592K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30K+ 130.81% |
$810K - $856K
|
52.9K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
29.5KNew |
$796K - $841K
|
29.5K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.2KNew |
$788K - $832K
|
29.2K
$790K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28.8K+ 5.92% |
$778K - $823K
|
516K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
28.4K+ 2.75% |
$766K - $809K
|
1.06M
$28.7M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
28.2K+ 2.15% |
$761K - $805K
|
1.34M
$36.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
28K+ 3.47% |
$756K - $798K
|
833K
$22.6M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
27.6K+ 6.15% |
$746K - $788K
|
477K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
27.5K+ 1.49% |
$742K - $784K
|
1.87M
$50.6M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
27.2K+ 5.23% |
$734K - $775K
|
546K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
26.2K+ 101.66% |
$708K - $748K
|
52K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26.1K+ 15.56% |
$706K - $746K
|
194K
$5.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26K+ 5.34% |
$702K - $742K
|
513K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
26K+ 199.69% |
$702K - $741K
|
39K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.8K+ 10.27% |
$698K - $738K
|
277K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
25.6K+ 134.77% |
$693K - $732K
|
44.7K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.4KNew |
$685K - $724K
|
25.4K
$687K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
25.3K+ 13.55% |
$683K - $722K
|
212K
$5.74M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.1K+ 0.31% |
$679K - $717K
|
8.24M
$223M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25K+ 38.59% |
$676K - $714K
|
89.9K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
24.3K+ 2.29% |
$657K - $694K
|
1.09M
$29.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
24.3K+ 10.84% |
$657K - $694K
|
249K
$6.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.3K+ 5.11% |
$655K - $692K
|
499K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
23.6KNew |
$638K - $674K
|
23.6K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.2K+ 5.7% |
$628K - $663K
|
431K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.1K+ 54.72% |
$623K - $658K
|
65.2K
$1.77M
|