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 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
1.09MNew |
$28.7M - $29.9M
|
1.09M
$29.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
241KNew |
$6.38M - $6.64M
|
241K
$6.57M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
92.4K+ 142.33% |
$2.44M - $2.54M
|
157K
$4.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
71.3KNew |
$1.88M - $1.96M
|
71.3K
$1.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
58.5K+ 4.27% |
$1.55M - $1.61M
|
1.43M
$38.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
57.2K+ 3.43% |
$1.51M - $1.58M
|
1.73M
$47M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
51.3K+ 18.69% |
$1.36M - $1.41M
|
326K
$8.87M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
48.1K+ 31.19% |
$1.27M - $1.32M
|
202K
$5.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
41.7KNew |
$1.1M - $1.15M
|
41.7K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
38.1K+ 6.01% |
$1.01M - $1.05M
|
673K
$18.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
36.5KNew |
$966K - $1.01M
|
36.5K
$996K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
28.4K+ 5.45% |
$750K - $781K
|
549K
$15M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
19.8K+ 7.13% |
$524K - $546K
|
298K
$8.11M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
19K+ 153.61% |
$502K - $522K
|
31.3K
$853K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
17.6KNew |
$464K - $484K
|
17.6K
$478K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
12.9K+ 5.05% |
$340K - $354K
|
267K
$7.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
12.6K+ 5.04% |
$334K - $348K
|
263K
$7.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11.7K+ 18.14% |
$308K - $321K
|
75.9K
$2.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.6K+ 6.31% |
$306K - $319K
|
195K
$5.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.1K+ 8.28% |
$266K - $277K
|
132K
$3.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
10K+ 2.25% |
$266K - $277K
|
457K
$12.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
9.68K+ 3.23% |
$256K - $266K
|
309K
$8.42M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
8.39K+ 8.43% |
$222K - $231K
|
108K
$2.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
7.77K+ 41.72% |
$205K - $214K
|
26.4K
$719K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.73K+ 0.89% |
$204K - $213K
|
876K
$23.9M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.63KNew |
$202K - $210K
|
7.63K
$208K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.44KNew |
$197K - $205K
|
7.44K
$203K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.36K+ 20.27% |
$195K - $203K
|
43.7K
$1.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
7.31K+ 10.11% |
$193K - $201K
|
79.6K
$2.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
5.92K+ 2.33% |
$156K - $163K
|
260K
$7.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.96K+ 5.23% |
$131K - $137K
|
99.7K
$2.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
4.9K+ 51.8% |
$130K - $135K
|
14.4K
$391K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.76K+ 14.13% |
$126K - $131K
|
38.5K
$1.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.57K+ 3.57% |
$121K - $126K
|
133K
$3.62M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4.09K+ 35.08% |
$108K - $113K
|
15.8K
$429K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.73K+ 1.09% |
$98.6K - $103K
|
347K
$9.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.69K+ 30.16% |
$97.6K - $102K
|
15.9K
$434K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.74K+ 18.45% |
$72.3K - $75.3K
|
17.6K
$478K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.37K+ 1.92% |
$62.7K - $65.3K
|
126K
$3.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.21K+ 24.36% |
$58.5K - $60.9K
|
11.3K
$307K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.96K+ 29.5% |
$51.7K - $53.8K
|
8.59K
$234K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.4K+ 9.31% |
$37K - $38.5K
|
16.4K
$448K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.07K+ 9.18% |
$28.2K - $29.4K
|
12.7K
$346K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
718+ 4.59% |
$19K - $19.8K
|
16.4K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
655+ 1.33% |
$17.3K - $18K
|
49.9K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
462+ 0.63% |
$12.2K - $12.7K
|
73.2K
$1.99M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
419+ 2.98% |
$11.1K - $11.5K
|
14.5K
$395K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
209+ 1.39% |
$5.53K - $5.75K
|
15.3K
$417K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
186+ 0.35% |
$4.92K - $5.12K
|
52.7K
$1.44M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
100+ 0.78% |
$2.64K - $2.75K
|
12.9K
$350K
|
|