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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6.59K+ 74.47% |
$174K - $184K
|
15.4K
$421K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
6.58K+ 9.25% |
$174K - $184K
|
77.7K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.56K+ 10.01% |
$173K - $183K
|
72.1K
$1.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.54K+ 32.79% |
$173K - $183K
|
26.5K
$722K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.48K+ 0.49% |
$171K - $181K
|
1.33M
$36.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.4K+ 5.06% |
$169K - $179K
|
133K
$3.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
6.37K+ 455.14% |
$168K - $178K
|
7.77K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.29K+ 3.55% |
$166K - $176K
|
183K
$5M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
6.12K+ 58.6% |
$161K - $171K
|
16.6K
$451K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.08K+ 4.89% |
$160K - $170K
|
130K
$3.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.07K+ 35.83% |
$160K - $170K
|
23K
$627K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6K+ 201.48% |
$158K - $168K
|
8.98K
$245K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.99K+ 22.01% |
$158K - $167K
|
33.2K
$905K
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.96KNew |
$157K - $167K
|
5.96K
$162K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
5.87K+ 2.61% |
$155K - $164K
|
230K
$6.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
5.87K+ 2.2% |
$155K - $164K
|
273K
$7.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
5.87K+ 67.57% |
$155K - $164K
|
14.5K
$396K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
5.82KNew |
$154K - $163K
|
5.82K
$159K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.79K+ 1.65% |
$153K - $162K
|
357K
$9.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
5.69K+ 239.2% |
$150K - $159K
|
8.07K
$220K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.61K+ 1.1% |
$148K - $157K
|
515K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5.6K+ 22.17% |
$148K - $156K
|
30.8K
$840K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.59K+ 21.31% |
$148K - $156K
|
31.8K
$867K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.58K+ 254.98% |
$147K - $156K
|
7.77K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.52K+ 4.59% |
$146K - $154K
|
126K
$3.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.48K+ 1.02% |
$145K - $153K
|
540K
$14.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.48K+ 21.22% |
$145K - $153K
|
31.3K
$852K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
5.46K+ 2.2% |
$144K - $153K
|
254K
$6.91M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.25K+ 7.35% |
$138K - $147K
|
76.6K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.18K+ 93.15% |
$137K - $145K
|
10.7K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
5.16K+ 49.96% |
$136K - $144K
|
15.5K
$422K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5.14K+ 186.41% |
$136K - $144K
|
7.9K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.14K+ 0.26% |
$136K - $144K
|
1.98M
$53.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.08K+ 6.09% |
$134K - $142K
|
88.4K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.06K+ 17.66% |
$133K - $141K
|
33.7K
$918K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.05K+ 4.21% |
$133K - $141K
|
125K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.99K+ 6.56% |
$132K - $140K
|
81.1K
$2.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.99K+ 11.02% |
$132K - $139K
|
50.2K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.91K+ 40.91% |
$130K - $137K
|
16.9K
$461K
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.91K+ 13.37% |
$130K - $137K
|
41.6K
$1.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
4.89K+ 0.98% |
$129K - $137K
|
503K
$13.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
4.84K+ 3.65% |
$128K - $135K
|
137K
$3.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.84K+ 51.02% |
$128K - $135K
|
14.3K
$390K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.84K+ 25.61% |
$128K - $135K
|
23.7K
$646K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.8K+ 43.51% |
$126K - $134K
|
15.8K
$431K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.79K+ 60.23% |
$126K - $134K
|
12.8K
$347K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
4.75KNew |
$125K - $133K
|
4.75K
$129K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.71K+ 9.86% |
$124K - $132K
|
52.5K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
4.7K+ 7.74% |
$124K - $131K
|
65.4K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65K+ 4.4% |
$123K - $130K
|
110K
$3.01M
|
|