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 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.52K+ 0.29% |
$92.8K - $98.3K
|
1.21M
$32.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.5KNew |
$92.3K - $97.8K
|
3.5K
$95.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.49K+ 2.23% |
$92.1K - $97.6K
|
160K
$4.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.48K+ 6.58% |
$91.8K - $97.3K
|
56.4K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.38K+ 1.44% |
$89.2K - $94.6K
|
238K
$6.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.36K+ 25.72% |
$88.6K - $93.9K
|
16.4K
$447K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.36K+ 0.54% |
$88.5K - $93.8K
|
620K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.32K+ 10.31% |
$87.6K - $92.8K
|
35.5K
$968K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.24K+ 22.39% |
$85.4K - $90.5K
|
17.7K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.23K+ 2.73% |
$85.1K - $90.2K
|
121K
$3.31M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.23K+ 3.43% |
$85.1K - $90.1K
|
97.3K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.21K+ 1.99% |
$84.7K - $89.7K
|
164K
$4.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.14K+ 21.12% |
$82.9K - $87.9K
|
18K
$491K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.12K+ 2.29% |
$82.3K - $87.2K
|
139K
$3.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.11K+ 14.28% |
$82K - $86.9K
|
24.9K
$678K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
3.1KNew |
$81.8K - $86.6K
|
3.1K
$84.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.08K+ 8.97% |
$81.3K - $86.1K
|
37.4K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.02K+ 11.94% |
$79.6K - $84.4K
|
28.3K
$771K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.01KNew |
$79.3K - $84K
|
3.01K
$81.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3KNew |
$79.2K - $83.9K
|
3K
$81.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
CALL |
3KNew |
$79.1K - $83.9K
|
3K
$81.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.95K+ 11.54% |
$77.8K - $82.4K
|
28.5K
$777K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.91K+ 3.53% |
$76.7K - $81.2K
|
85.2K
$2.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.85K+ 19.86% |
$75.1K - $79.6K
|
17.2K
$468K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.8K+ 34.58% |
$73.9K - $78.3K
|
10.9K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.77K+ 2.12% |
$72.9K - $77.3K
|
133K
$3.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.71K+ 5.4% |
$71.6K - $75.9K
|
52.9K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
2.7K+ 1.11% |
$71.2K - $75.5K
|
247K
$6.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
2.7K+ 8.49% |
$71.2K - $75.4K
|
34.5K
$939K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.64KNew |
$69.5K - $73.6K
|
2.64K
$71.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.61K+ 0.56% |
$68.7K - $72.8K
|
468K
$12.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.59K+ 17.55% |
$68.3K - $72.4K
|
17.3K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
2.59K+ 5.57% |
$68.3K - $72.3K
|
49K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.58K+ 1.23% |
$68K - $72.1K
|
213K
$5.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.57K+ 1.03% |
$67.8K - $71.8K
|
251K
$6.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.54K+ 4.14% |
$67.1K - $71.1K
|
64K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.51K+ 1.76% |
$66.1K - $70K
|
145K
$3.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.5K+ 1.98% |
$66.1K - $70K
|
129K
$3.51M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.5K+ 3.56% |
$66K - $69.9K
|
72.8K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.47K+ 2.56% |
$65.2K - $69.1K
|
99K
$2.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.45K+ 1.69% |
$64.7K - $68.6K
|
148K
$4.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.45K+ 2.59% |
$64.6K - $68.4K
|
97.1K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
2.45K+ 32.45% |
$64.6K - $68.4K
|
10K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.44K+ 4.11% |
$64.4K - $68.2K
|
61.8K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.39K+ 2.02% |
$63K - $66.7K
|
121K
$3.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.35K+ 1.12% |
$62K - $65.7K
|
212K
$5.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.35KNew |
$62K - $65.7K
|
2.35K
$64K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.32K+ 0.66% |
$61.2K - $64.8K
|
351K
$9.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.31K+ 2.07% |
$60.8K - $64.5K
|
114K
$3.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.21K+ 7.3% |
$58.2K - $61.7K
|
32.4K
$883K
|
|