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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
91.3K+ 232.06% |
$2.46M - $7.75M
|
131K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
91.1K+ 194.0% |
$2.45M - $7.74M
|
138K
$3.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
90.3K+ 155.11% |
$2.43M - $7.67M
|
148K
$4.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
90K+ 199.37% |
$2.42M - $7.64M
|
135K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
89.5K+ 199.2% |
$2.41M - $7.6M
|
134K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89.5K+ 112.36% |
$2.41M - $7.6M
|
169K
$4.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
89.2K+ 208.19% |
$2.4M - $7.58M
|
132K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
89.2K+ 225.41% |
$2.4M - $7.58M
|
129K
$3.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
88.6K+ 212.94% |
$2.38M - $7.52M
|
130K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
88.4K+ 165.25% |
$2.38M - $7.51M
|
142K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
88.1K+ 237.74% |
$2.37M - $7.48M
|
125K
$3.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
87.6K+ 204.88% |
$2.36M - $7.44M
|
130K
$3.62M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
87.6K+ 205.03% |
$2.36M - $7.44M
|
130K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
87.4K+ 196.09% |
$2.35M - $7.42M
|
132K
$3.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87.3K+ 210.54% |
$2.35M - $7.41M
|
129K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
87.2K+ 211.41% |
$2.35M - $7.4M
|
128K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
86.8K+ 200.57% |
$2.34M - $7.38M
|
130K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
86.8K+ 196.0% |
$2.34M - $7.37M
|
131K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
86.5KNew |
$2.33M - $7.35M
|
86.5K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
85.2K+ 235.84% |
$2.3M - $7.24M
|
121K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
84.8K+ 212.8% |
$2.28M - $7.21M
|
125K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
84.3K+ 404.58% |
$2.27M - $7.16M
|
105K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
84.1K+ 198.84% |
$2.26M - $7.14M
|
126K
$3.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
83.5K+ 253.48% |
$2.25M - $7.09M
|
116K
$3.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
83K+ 207.64% |
$2.24M - $7.05M
|
123K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
83KNew |
$2.24M - $7.05M
|
83K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82.7K+ 212.8% |
$2.23M - $7.03M
|
122K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
81.7K+ 195.37% |
$2.2M - $6.94M
|
124K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
81.6K+ 200.0% |
$2.2M - $6.93M
|
122K
$3.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
81.6K+ 204.31% |
$2.2M - $6.93M
|
121K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
81.4K+ 200.61% |
$2.19M - $6.91M
|
122K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
81.3K+ 171.84% |
$2.19M - $6.91M
|
129K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
80.9K+ 265.75% |
$2.18M - $6.87M
|
111K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
80.8KNew |
$2.18M - $6.87M
|
80.8K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
80.7K+ 191.81% |
$2.17M - $6.86M
|
123K
$3.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
80.7K+ 211.7% |
$2.17M - $6.85M
|
119K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
80.3K+ 202.27% |
$2.16M - $6.82M
|
120K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
80.2K+ 198.77% |
$2.16M - $6.81M
|
121K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
79.7K+ 114.78% |
$2.15M - $6.77M
|
149K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
79.1KNew |
$2.13M - $6.72M
|
79.1K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
78.7K+ 215.32% |
$2.12M - $6.68M
|
115K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
78.2K+ 216.5% |
$2.11M - $6.64M
|
114K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
77.1K+ 189.74% |
$2.08M - $6.55M
|
118K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
76.9K+ 227.75% |
$2.07M - $6.53M
|
111K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
76.9K+ 248.87% |
$2.07M - $6.53M
|
108K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
76.8K+ 241.24% |
$2.07M - $6.52M
|
109K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
76.7K+ 195.65% |
$2.06M - $6.51M
|
116K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
76.5K+ 198.59% |
$2.06M - $6.5M
|
115K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
76.3K+ 200.01% |
$2.06M - $6.49M
|
115K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
75.2K+ 187.82% |
$2.03M - $6.39M
|
115K
$3.2M
|