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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.2K+ 26.83% |
$57.9K - $61.4K
|
10.4K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.18K+ 0.87% |
$57.4K - $60.8K
|
251K
$6.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.16K+ 9.7% |
$57.1K - $60.5K
|
24.5K
$666K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.1K+ 2.45% |
$55.4K - $58.7K
|
87.9K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.1K+ 11.32% |
$55.4K - $58.7K
|
20.6K
$562K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.07K+ 118.43% |
$54.6K - $57.8K
|
3.82K
$104K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.98K+ 4.99% |
$52.2K - $55.3K
|
41.6K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.95K+ 54.17% |
$51.4K - $54.5K
|
5.55K
$151K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.95K+ 1.39% |
$51.4K - $54.5K
|
142K
$3.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.92K+ 13.07% |
$50.7K - $53.7K
|
16.6K
$453K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.92K+ 2.42% |
$50.7K - $53.7K
|
81.3K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.91K+ 6.89% |
$50.4K - $53.4K
|
29.6K
$807K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.85KNew |
$48.8K - $51.7K
|
1.85K
$50.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.84K+ 6.62% |
$48.4K - $51.3K
|
29.6K
$805K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
1.84K+ 3.51% |
$48.4K - $51.3K
|
54.2K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 9.18% |
$48.4K - $51.3K
|
21.8K
$595K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.83K+ 9.88% |
$48.3K - $51.1K
|
20.4K
$555K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.8K+ 5.59% |
$47.5K - $50.4K
|
34K
$927K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.78K+ 10.17% |
$46.9K - $49.7K
|
19.3K
$525K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.77K+ 2.55% |
$46.7K - $49.4K
|
71.1K
$1.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.76K+ 16.96% |
$46.4K - $49.1K
|
12.1K
$330K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.75K+ 6.61% |
$46.2K - $48.9K
|
28.3K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.73K+ 0.09% |
$45.7K - $48.4K
|
1.83M
$49.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 0.24% |
$45.1K - $47.8K
|
724K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
CALL |
1.7K+ 566.67% |
$44.8K - $47.5K
|
2K
$54.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.69K+ 1.49% |
$44.5K - $47.1K
|
115K
$3.13M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.68K+ 1.61% |
$44.4K - $47K
|
106K
$2.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.67K+ 3.24% |
$44.2K - $46.8K
|
53.3K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.67K+ 390.85% |
$43.9K - $46.5K
|
2.09K
$57K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.65K+ 6.85% |
$43.4K - $46K
|
25.7K
$699K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.63K+ 6.54% |
$42.9K - $45.5K
|
26.5K
$722K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.58K+ 1.91% |
$41.7K - $44.1K
|
84.3K
$2.29M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.51K+ 73.75% |
$39.9K - $42.3K
|
3.57K
$97.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 1.53% |
$39.7K - $42.1K
|
100K
$2.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.5KNew |
$39.6K - $41.9K
|
1.5K
$40.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.48K+ 4.14% |
$39.1K - $41.4K
|
37.2K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.47K+ 18.28% |
$38.8K - $41.1K
|
9.51K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.46K+ 1.22% |
$38.5K - $40.8K
|
121K
$3.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.45K+ 3.72% |
$38.3K - $40.6K
|
40.5K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.4K+ 3.91% |
$37K - $39.2K
|
37.3K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.4K+ 9.76% |
$37K - $39.2K
|
15.8K
$430K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.38K+ 1.88% |
$36.4K - $38.5K
|
74.8K
$2.04M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.36K+ 23.2% |
$35.8K - $37.9K
|
7.2K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.32K+ 0.5% |
$34.8K - $36.8K
|
264K
$7.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.32K+ 1.0% |
$34.7K - $36.8K
|
133K
$3.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.31KNew |
$34.5K - $36.5K
|
1.31K
$35.6K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.3KNew |
$34.3K - $36.3K
|
1.3K
$35.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.27K+ 0.98% |
$33.5K - $35.5K
|
131K
$3.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.24K+ 3.16% |
$32.7K - $34.6K
|
40.4K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.24K+ 1903.08% |
$32.6K - $34.6K
|
1.3K
$35.5K
|
|