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 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
458K+ 4.14% |
$12.4M - $13.1M
|
11.5M
$318M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
344K+ 32.67% |
$9.29M - $9.81M
|
1.4M
$38.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
317KNew |
$8.57M - $9.05M
|
317K
$8.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
232K+ 332.77% |
$6.26M - $6.62M
|
301K
$8.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207K+ 41.82% |
$5.58M - $5.89M
|
700K
$19.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
183K+ 1.59% |
$4.94M - $5.22M
|
11.7M
$321M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
157K+ 205.15% |
$4.23M - $4.47M
|
233K
$6.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
150K+ 101.92% |
$4.05M - $4.28M
|
297K
$8.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
148K+ 6.42% |
$3.99M - $4.21M
|
2.45M
$67.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
136K+ 112922.5% |
$3.66M - $3.87M
|
136K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
133K+ 298.51% |
$3.59M - $3.79M
|
177K
$4.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
123K+ 2.29% |
$3.31M - $3.5M
|
5.49M
$151M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
120K+ 15.22% |
$3.25M - $3.43M
|
911K
$25.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
114K+ 340.97% |
$3.07M - $3.25M
|
147K
$4.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
105K+ 13.35% |
$2.82M - $2.98M
|
888K
$24.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
90.8K+ 2.99% |
$2.45M - $2.59M
|
3.13M
$86.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
84.1K+ 10.32% |
$2.27M - $2.4M
|
899K
$24.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
78.7K+ 2.47% |
$2.13M - $2.25M
|
3.26M
$90M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
77.4K+ 17.99% |
$2.09M - $2.21M
|
508K
$14M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
76.4K+ 5.25% |
$2.06M - $2.18M
|
1.53M
$42.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
73.9K+ 4.82% |
$2M - $2.11M
|
1.61M
$44.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
68.7K+ 3.14% |
$1.86M - $1.96M
|
2.25M
$62.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
67.7K+ 5.63% |
$1.83M - $1.93M
|
1.27M
$35M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
61.3K+ 11.39% |
$1.65M - $1.75M
|
599K
$16.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
60.3K+ 5.64% |
$1.63M - $1.72M
|
1.13M
$31.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.2K+ 4.13% |
$1.57M - $1.66M
|
1.47M
$40.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
54.4KNew |
$1.47M - $1.55M
|
54.4K
$1.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51.3K+ 2.54% |
$1.39M - $1.47M
|
2.07M
$57.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
48.2K+ 6.42% |
$1.3M - $1.37M
|
798K
$22M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
47.9K+ 66.25% |
$1.29M - $1.37M
|
120K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
45.4K+ 7.16% |
$1.23M - $1.3M
|
681K
$18.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
44.9K+ 76.92% |
$1.21M - $1.28M
|
103K
$2.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
43.4K+ 2.57% |
$1.17M - $1.24M
|
1.73M
$47.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
43K+ 257.94% |
$1.16M - $1.23M
|
59.6K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.7K+ 3.79% |
$1.1M - $1.16M
|
1.11M
$30.7M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
38.3K+ 13.86% |
$1.03M - $1.09M
|
315K
$8.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
38K+ 2.47% |
$1.03M - $1.09M
|
1.58M
$43.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
37.8K+ 9.29% |
$1.02M - $1.08M
|
445K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
34.2K+ 16.55% |
$923K - $975K
|
241K
$6.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
32K+ 14.44% |
$863K - $912K
|
253K
$6.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
30.1K+ 6.14% |
$812K - $858K
|
519K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30K+ 130.81% |
$810K - $856K
|
52.9K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28.7K+ 31.34% |
$776K - $819K
|
120K
$3.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
28.6K+ 14.91% |
$773K - $817K
|
221K
$6.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
28.4K+ 2.75% |
$766K - $809K
|
1.06M
$29.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
28K+ 3.47% |
$756K - $798K
|
833K
$23M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
26.2KNew |
$709K - $749K
|
26.2K
$724K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26.1K+ 15.56% |
$706K - $746K
|
194K
$5.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
24.3K+ 10.84% |
$657K - $694K
|
249K
$6.86M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
23.6K+ 3.87% |
$638K - $674K
|
634K
$17.5M
|