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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71.7K+ 185.67% |
$1.93M - $6.09M
|
110K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
71.7K+ 221.36% |
$1.93M - $6.09M
|
104K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
71.3K+ 203.07% |
$1.92M - $6.06M
|
106K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
70.9K+ 252.19% |
$1.91M - $6.03M
|
99.1K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
70.3KNew |
$1.89M - $5.97M
|
70.3K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
69.3K+ 432.38% |
$1.87M - $5.89M
|
85.3K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
68.7K+ 200.0% |
$1.85M - $5.83M
|
103K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
68.6K+ 217.5% |
$1.85M - $5.82M
|
100K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
68.2K+ 295.49% |
$1.84M - $5.79M
|
91.2K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
67.8KNew |
$1.83M - $5.76M
|
67.8K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
67.6K+ 288.59% |
$1.82M - $5.74M
|
91K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
67.4K+ 202.4% |
$1.82M - $5.73M
|
101K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
66.9K+ 194.25% |
$1.8M - $5.69M
|
101K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66.3K+ 110.62% |
$1.78M - $5.63M
|
126K
$3.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
65.6K+ 206.93% |
$1.77M - $5.57M
|
97.3K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
65.4K+ 198.29% |
$1.76M - $5.56M
|
98.4K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
65.4K+ 251.08% |
$1.76M - $5.56M
|
91.4K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
65.2K+ 264.06% |
$1.76M - $5.54M
|
89.9K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
64.9KNew |
$1.75M - $5.51M
|
64.9K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
64.9K+ 209.61% |
$1.75M - $5.51M
|
95.8K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
64.8K+ 286.39% |
$1.75M - $5.51M
|
87.5K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
64.7K+ 203.15% |
$1.74M - $5.5M
|
96.6K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
64.5K+ 192.81% |
$1.74M - $5.48M
|
98K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
64.1K+ 201.5% |
$1.73M - $5.44M
|
95.9K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
64K+ 233.27% |
$1.72M - $5.44M
|
91.5K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
63.8K+ 204.88% |
$1.72M - $5.42M
|
94.9K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
63.6K+ 204.63% |
$1.71M - $5.4M
|
94.7K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
63.5KNew |
$1.71M - $5.39M
|
63.5K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
63.4K+ 189.5% |
$1.71M - $5.39M
|
96.9K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
63.1K+ 234.37% |
$1.7M - $5.36M
|
90K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
63.1K+ 204.91% |
$1.7M - $5.36M
|
93.8K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
63K+ 676.0% |
$1.7M - $5.35M
|
72.3K
$1.99M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
62.9K+ 201.26% |
$1.7M - $5.35M
|
94.2K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
62.9K+ 202.17% |
$1.69M - $5.34M
|
94K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
62.6K+ 296.91% |
$1.69M - $5.32M
|
83.7K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
62.5K+ 445.56% |
$1.68M - $5.31M
|
76.5K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
62.4K+ 185.73% |
$1.68M - $5.3M
|
96.1K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
62.3K+ 200.0% |
$1.68M - $5.3M
|
93.5K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
62.3K+ 181.96% |
$1.68M - $5.3M
|
96.6K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62.3K+ 212.52% |
$1.68M - $5.29M
|
91.6K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
62.2K+ 242.5% |
$1.68M - $5.28M
|
87.9K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
62.2K+ 298.91% |
$1.67M - $5.28M
|
83K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
62.2K+ 190.69% |
$1.67M - $5.28M
|
94.8K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
62.1K+ 190.36% |
$1.67M - $5.28M
|
94.7K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
61.6K+ 212.18% |
$1.66M - $5.23M
|
90.6K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
61.2K+ 666.15% |
$1.65M - $5.2M
|
70.4K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
61.1K+ 197.41% |
$1.64M - $5.19M
|
92K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
59.7K+ 198.44% |
$1.61M - $5.07M
|
89.8K
$2.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
59.2K+ 203.1% |
$1.59M - $5.03M
|
88.4K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
59.2K+ 222.8% |
$1.59M - $5.03M
|
85.7K
$2.36M
|