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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
63.4K+ 189.5% |
$1.71M - $5.39M
|
96.9K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
63.1K+ 234.37% |
$1.7M - $5.36M
|
90K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
63.1K+ 204.91% |
$1.7M - $5.36M
|
93.8K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
63K+ 200.0% |
$1.7M - $5.35M
|
94.5K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
63K+ 676.0% |
$1.7M - $5.35M
|
72.3K
$2.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
62.9K+ 201.26% |
$1.7M - $5.35M
|
94.2K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
62.9K+ 202.17% |
$1.69M - $5.34M
|
94K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
62.6K+ 296.91% |
$1.69M - $5.32M
|
83.7K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
62.5K+ 445.56% |
$1.68M - $5.31M
|
76.5K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
62.4K+ 185.73% |
$1.68M - $5.3M
|
96.1K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
62.3K+ 200.0% |
$1.68M - $5.3M
|
93.5K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
62.3K+ 181.96% |
$1.68M - $5.3M
|
96.6K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62.3K+ 212.52% |
$1.68M - $5.29M
|
91.6K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
62.2K+ 242.5% |
$1.68M - $5.28M
|
87.9K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
62.2K+ 298.91% |
$1.67M - $5.28M
|
83K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
62.2K+ 190.69% |
$1.67M - $5.28M
|
94.8K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
62.1K+ 190.36% |
$1.67M - $5.28M
|
94.7K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
61.6K+ 212.18% |
$1.66M - $5.23M
|
90.6K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
61.2K+ 666.15% |
$1.65M - $5.2M
|
70.4K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
61.1K+ 197.41% |
$1.64M - $5.19M
|
92K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
60.8K+ 199.25% |
$1.64M - $5.16M
|
91.3K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60.5K+ 276.45% |
$1.63M - $5.14M
|
82.4K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
60.5K+ 186.07% |
$1.63M - $5.14M
|
93K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
59.7K+ 198.44% |
$1.61M - $5.07M
|
89.8K
$2.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
59.2K+ 203.1% |
$1.59M - $5.03M
|
88.4K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
59.2K+ 222.8% |
$1.59M - $5.03M
|
85.7K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
59KNew |
$1.59M - $5.01M
|
59K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58.9K+ 487.0% |
$1.59M - $5M
|
70.9K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58.8K+ 176.86% |
$1.58M - $4.99M
|
92K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
58.7K+ 257.37% |
$1.58M - $4.99M
|
81.5K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
58.3K+ 199.87% |
$1.57M - $4.95M
|
87.5K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
58.2K+ 197.23% |
$1.57M - $4.95M
|
87.7K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
58.1K+ 191.47% |
$1.56M - $4.94M
|
88.4K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
58K+ 223.22% |
$1.56M - $4.93M
|
84K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
58K+ 432.75% |
$1.56M - $4.92M
|
71.4K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
57.2K+ 249.92% |
$1.54M - $4.86M
|
80.1K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
57.1K+ 2120.22% |
$1.54M - $4.85M
|
59.7K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
57K+ 191.81% |
$1.54M - $4.84M
|
86.8K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
56.6K+ 213.13% |
$1.52M - $4.81M
|
83.1K
$2.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56.4K+ 184.34% |
$1.52M - $4.79M
|
87K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
56.3K+ 232.11% |
$1.52M - $4.78M
|
80.6K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
56.2K+ 195.49% |
$1.51M - $4.78M
|
85K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
55.7K+ 194.4% |
$1.5M - $4.73M
|
84.4K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55.5K+ 205.92% |
$1.5M - $4.72M
|
82.5K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
55.2K+ 197.72% |
$1.49M - $4.69M
|
83.1K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
55K+ 200.0% |
$1.48M - $4.67M
|
82.5K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
54.7KNew |
$1.47M - $4.65M
|
54.7K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
54.7K+ 218.2% |
$1.47M - $4.65M
|
79.8K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
54.5K+ 207.15% |
$1.47M - $4.63M
|
80.8K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
54.3K+ 224.26% |
$1.46M - $4.62M
|
78.6K
$2.18M
|