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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.52M+ 195.35% |
$40.9M - $129M
|
2.3M
$62.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.03M+ 201.14% |
$27.7M - $87.5M
|
1.54M
$41.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
454K+ 201.97% |
$12.2M - $38.6M
|
679K
$18.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
413K+ 208.94% |
$11.1M - $35.1M
|
610K
$16.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
308K+ 223.2% |
$8.29M - $26.1M
|
445K
$12M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
198K+ 195.3% |
$5.33M - $16.8M
|
299K
$8.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
192K+ 212.59% |
$5.16M - $16.3M
|
282K
$7.61M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
191K+ 224.58% |
$5.15M - $16.3M
|
276K
$7.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
180K+ 199.41% |
$4.86M - $15.3M
|
271K
$7.32M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
161K+ 207.69% |
$4.34M - $13.7M
|
239K
$6.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
159K+ 200.25% |
$4.28M - $13.5M
|
238K
$6.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
141K+ 196.0% |
$3.79M - $12M
|
212K
$5.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
98.4K+ 225.22% |
$2.65M - $8.36M
|
142K
$3.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
83K+ 207.64% |
$2.24M - $7.05M
|
123K
$3.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
65.6K+ 206.93% |
$1.77M - $5.57M
|
97.3K
$2.63M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
62.9K+ 201.26% |
$1.7M - $5.35M
|
94.2K
$2.54M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56.4K+ 184.34% |
$1.52M - $4.79M
|
87K
$2.35M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53KNew |
$1.43M - $4.51M
|
53K
$1.43M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
38.9K+ 199.36% |
$1.05M - $3.3M
|
58.4K
$1.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
35.8K+ 205.94% |
$965K - $3.04M
|
53.2K
$1.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
35.6K+ 193.86% |
$958K - $3.02M
|
53.9K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
30.7K+ 130.28% |
$828K - $2.61M
|
54.3K
$1.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
29.8K+ 203.8% |
$803K - $2.53M
|
44.4K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
29.5K+ 201.58% |
$795K - $2.51M
|
44.2K
$1.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
28.5K+ 257.66% |
$768K - $2.42M
|
39.6K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.8K+ 164.74% |
$668K - $2.11M
|
39.9K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
18.2K+ 201.1% |
$491K - $1.55M
|
27.3K
$737K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.7K+ 201.18% |
$368K - $1.16M
|
20.5K
$553K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
13.5K+ 202.32% |
$364K - $1.15M
|
20.2K
$545K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.1K+ 192.23% |
$298K - $941K
|
16.8K
$455K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.5K+ 250.74% |
$282K - $889K
|
14.6K
$395K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.42K+ 94.18% |
$227K - $715K
|
17.4K
$469K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.91K+ 83.96% |
$186K - $587K
|
15.1K
$409K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.5K+ 200.0% |
$175K - $552K
|
9.75K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
4.07K+ 200.74% |
$109K - $345K
|
6.09K
$164K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.05K+ 0.06% |
$55.3K - $174K
|
3.63M
$98.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.52K+ 214.08% |
$40.9K - $129K
|
2.23K
$60.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.41K+ 89.52% |
$38K - $120K
|
2.99K
$80.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
604+ 200.0% |
$16.3K - $51.3K
|
906
$24.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
348+ 202.33% |
$9.37K - $29.6K
|
520
$14K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150+ 200.0% |
$4.04K - $12.7K
|
225
$6.08K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
120New |
$3.23K - $10.2K
|
120
$3.24K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
1.62M+ 167.4% |
$125M - $138M
|
2.59M
$70.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.21MNew |
$93.2M - $103M
|
1.21M
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
939K+ 627.76% |
$72.3M - $79.8M
|
1.09M
$29.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
913KNew |
$70.3M - $77.6M
|
913K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
601K+ 209.74% |
$46.3M - $51.1M
|
887K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
533K+ 211.77% |
$41M - $45.3M
|
784K
$21.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
475K+ 18100.46% |
$36.6M - $40.4M
|
477K
$12.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
383K+ 164.44% |
$29.5M - $32.6M
|
616K
$16.6M
|
|