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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5.14K+ 186.41% |
$136K - $144K
|
7.9K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.14K+ 0.26% |
$136K - $144K
|
1.98M
$53.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.08K+ 6.09% |
$134K - $142K
|
88.4K
$2.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.05K+ 4.21% |
$133K - $141K
|
125K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.99K+ 6.56% |
$132K - $140K
|
81.1K
$2.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.99K+ 11.02% |
$132K - $139K
|
50.2K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.91K+ 40.91% |
$130K - $137K
|
16.9K
$461K
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.91K+ 13.37% |
$130K - $137K
|
41.6K
$1.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
4.89K+ 0.98% |
$129K - $137K
|
503K
$13.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
4.84K+ 3.65% |
$128K - $135K
|
137K
$3.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.84K+ 51.02% |
$128K - $135K
|
14.3K
$390K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.84K+ 25.61% |
$128K - $135K
|
23.7K
$646K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.8K+ 43.51% |
$126K - $134K
|
15.8K
$431K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
4.75KNew |
$125K - $133K
|
4.75K
$129K
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
4.7K+ 7.74% |
$124K - $131K
|
65.4K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65K+ 4.4% |
$123K - $130K
|
110K
$3.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.61K+ 9.71% |
$122K - $129K
|
52.1K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.55K+ 21.34% |
$120K - $127K
|
25.8K
$704K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
4.53K+ 4.53% |
$120K - $127K
|
105K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.51K+ 8.91% |
$119K - $126K
|
55.1K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.5K+ 6.88% |
$119K - $126K
|
69.9K
$1.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.43K+ 0.97% |
$117K - $124K
|
463K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.43K+ 2.55% |
$117K - $124K
|
178K
$4.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.27K+ 3.18% |
$113K - $119K
|
139K
$3.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.24K+ 3.88% |
$112K - $119K
|
114K
$3.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.18K+ 33.09% |
$110K - $117K
|
16.8K
$458K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.17K+ 1.08% |
$110K - $116K
|
389K
$10.6M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.15K+ 10.87% |
$109K - $116K
|
42.3K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.14K+ 3.67% |
$109K - $116K
|
117K
$3.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
4.12K+ 4.58% |
$109K - $115K
|
94.1K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.09K+ 20.63% |
$108K - $114K
|
23.9K
$651K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.05K+ 9.99% |
$107K - $113K
|
44.6K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
BUY
|
- |
4.01K+ 16.88% |
$106K - $112K
|
27.8K
$757K
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.9K+ 43.9% |
$103K - $109K
|
12.8K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.9K+ 6.17% |
$103K - $109K
|
67K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.88K+ 49.05% |
$102K - $108K
|
11.8K
$321K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
3.87K+ 2.5% |
$102K - $108K
|
159K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
3.87K+ 2.89% |
$102K - $108K
|
138K
$3.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.86K+ 8.39% |
$102K - $108K
|
49.9K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.86K+ 3.27% |
$102K - $108K
|
122K
$3.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.84K+ 11.0% |
$101K - $107K
|
38.8K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.84K+ 3.89% |
$101K - $107K
|
103K
$2.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.82K+ 3.52% |
$101K - $107K
|
112K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.75K+ 1.56% |
$98.9K - $105K
|
245K
$6.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.72K+ 9.33% |
$98.1K - $104K
|
43.6K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.71K+ 1.02% |
$97.8K - $104K
|
366K
$9.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.66KNew |
$96.6K - $102K
|
3.66K
$99.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.65K+ 2.51% |
$96.2K - $102K
|
149K
$4.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.6K+ 39.78% |
$95K - $101K
|
12.7K
$345K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.59K+ 10.02% |
$94.7K - $100K
|
39.4K
$1.07M
|
|