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 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
7.56KNew |
$199K - $211K
|
7.56K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7.54KNew |
$199K - $211K
|
7.54K
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.52KNew |
$198K - $210K
|
7.52K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.5KNew |
$198K - $210K
|
7.5K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
7.5KNew |
$198K - $210K
|
7.5K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7.49K+ 3.68% |
$198K - $209K
|
211K
$5.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.48K+ 16.78% |
$197K - $209K
|
52.1K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.44KNew |
$196K - $208K
|
7.44K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
7.43K+ 2.02% |
$196K - $208K
|
376K
$10.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.42K+ 3.83% |
$196K - $207K
|
201K
$5.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7.31K+ 2.51% |
$193K - $204K
|
299K
$8.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.3K+ 0.73% |
$193K - $204K
|
1M
$27.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.25K+ 5.31% |
$191K - $203K
|
144K
$3.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.03K+ 6.88% |
$185K - $196K
|
109K
$2.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.95K+ 0.74% |
$183K - $194K
|
951K
$25.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.94K+ 4.19% |
$183K - $194K
|
172K
$4.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.85K+ 5.42% |
$181K - $191K
|
133K
$3.63M
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
6.84K+ 3.49% |
$180K - $191K
|
203K
$5.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.74K+ 363.75% |
$178K - $188K
|
8.6K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 1.3% |
$178K - $188K
|
523K
$14.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.72K+ 5.87% |
$177K - $188K
|
121K
$3.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
6.66K+ 11.15% |
$176K - $186K
|
66.4K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
6.65K+ 2.91% |
$175K - $186K
|
235K
$6.41M
|
|
|
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
|
|
|
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 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5.6K+ 22.17% |
$148K - $156K
|
30.8K
$840K
|
|
|
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 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
|
|