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 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
429KNew |
$11.3M - $11.8M
|
429K
$11.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
264KNew |
$6.98M - $7.27M
|
264K
$7.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
241KNew |
$6.38M - $6.64M
|
241K
$6.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
202KNew |
$5.34M - $5.56M
|
202K
$5.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
149KNew |
$3.93M - $4.09M
|
149K
$4.05M
|
|
|
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 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
60.6KNew |
$1.6M - $1.67M
|
60.6K
$1.65M
|
|
|
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 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
51.1K+ 10.81% |
$1.35M - $1.41M
|
523K
$14.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
48.7K+ 42.16% |
$1.29M - $1.34M
|
164K
$4.48M
|
|
|
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 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
38.9K+ 6.6% |
$1.03M - $1.07M
|
628K
$17.1M
|
|
|
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 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
36.2K+ 53.3% |
$957K - $997K
|
104K
$2.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
30.4K+ 4.93% |
$804K - $837K
|
647K
$17.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
30.2K+ 32.69% |
$799K - $832K
|
123K
$3.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
30.1K+ 2.92% |
$797K - $830K
|
1.06M
$29M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
28.4K+ 5.45% |
$750K - $781K
|
549K
$15M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26.9K+ 24.53% |
$712K - $741K
|
137K
$3.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
26.9K+ 7.51% |
$711K - $741K
|
385K
$10.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
25.8KNew |
$682K - $710K
|
25.8K
$703K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
21.9K+ 1.19% |
$578K - $602K
|
1.87M
$50.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
20.3K+ 6.17% |
$538K - $560K
|
350K
$9.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
19.8K+ 7.13% |
$524K - $546K
|
298K
$8.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 9.04% |
$521K - $543K
|
238K
$6.48M
|
|
|
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 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
16.9K+ 195.93% |
$447K - $466K
|
25.5K
$696K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15.5KNew |
$411K - $428K
|
15.5K
$423K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.6K+ 4.63% |
$386K - $402K
|
330K
$9M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.4K+ 2.25% |
$380K - $396K
|
653K
$17.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13.8K+ 43.35% |
$365K - $380K
|
45.6K
$1.24M
|
|
|
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 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.6K+ 48.65% |
$307K - $319K
|
35.4K
$965K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.6K+ 6.31% |
$306K - $319K
|
195K
$5.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.2KNew |
$296K - $308K
|
11.2K
$305K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.1K+ 1.86% |
$292K - $304K
|
604K
$16.4M
|
|
|
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 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
8.53K+ 9.71% |
$226K - $235K
|
96.5K
$2.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
8.39K+ 8.43% |
$222K - $231K
|
108K
$2.94M
|
|