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 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 4.93% |
$32.6K - $34.6K
|
26.3K
$717K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.23K+ 1.47% |
$32.5K - $34.5K
|
84.9K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.21KNew |
$32K - $33.9K
|
1.21K
$33.1K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.21K+ 4.6% |
$32K - $33.9K
|
27.6K
$751K
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.2K+ 1.19% |
$31.8K - $33.7K
|
103K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.2K+ 3.02% |
$31.7K - $33.6K
|
41.1K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.2K+ 14.46% |
$31.7K - $33.5K
|
9.5K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.2K+ 2.47% |
$31.7K - $33.5K
|
49.9K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 15.36% |
$31.5K - $33.3K
|
8.96K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.14K+ 12.86% |
$30K - $31.8K
|
10K
$272K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.13K+ 3.02% |
$29.9K - $31.6K
|
38.7K
$1.05M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.18% |
$29.6K - $31.4K
|
22.8K
$621K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.09K+ 0.68% |
$28.8K - $30.5K
|
161K
$4.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06K+ 2.39% |
$27.9K - $29.6K
|
45.4K
$1.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.04K+ 13.38% |
$27.5K - $29.1K
|
8.82K
$240K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.01K+ 8.97% |
$26.7K - $28.3K
|
12.3K
$336K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1K+ 4.29% |
$26.4K - $28K
|
24.3K
$661K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
970New |
$25.6K - $27.1K
|
970
$26.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
951+ 4.02% |
$25.1K - $26.6K
|
24.6K
$670K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
908+ 1.65% |
$24K - $25.4K
|
56.1K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
879+ 9.8% |
$23.2K - $24.6K
|
9.85K
$268K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
866+ 0.23% |
$22.8K - $24.2K
|
384K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
862+ 2.21% |
$22.7K - $24.1K
|
39.9K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
859+ 0.93% |
$22.7K - $24K
|
93.1K
$2.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
857+ 4.25% |
$22.6K - $24K
|
21K
$573K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
851+ 0.52% |
$22.4K - $23.8K
|
165K
$4.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
835New |
$22K - $23.3K
|
835
$22.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
828+ 1.81% |
$21.8K - $23.1K
|
46.6K
$1.27M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
815+ 10.27% |
$21.5K - $22.8K
|
8.75K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
811+ 0.68% |
$21.4K - $22.7K
|
119K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
807+ 181.76% |
$21.3K - $22.6K
|
1.25K
$34.1K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
802+ 0.23% |
$21.2K - $22.4K
|
351K
$9.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
793+ 0.45% |
$20.9K - $22.2K
|
176K
$4.81M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
788+ 1.53% |
$20.8K - $22K
|
52.4K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
782+ 0.61% |
$20.6K - $21.9K
|
128K
$3.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
782+ 5.6% |
$20.6K - $21.9K
|
14.7K
$401K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
779+ 4.16% |
$20.6K - $21.8K
|
19.5K
$531K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
753+ 3.19% |
$19.9K - $21K
|
24.4K
$664K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
747+ 0.58% |
$19.7K - $20.9K
|
129K
$3.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
741+ 1.6% |
$19.5K - $20.7K
|
46.9K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
724+ 1.93% |
$19.1K - $20.2K
|
38.3K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
713+ 0.38% |
$18.8K - $19.9K
|
187K
$5.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
690+ 0.69% |
$18.2K - $19.3K
|
101K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
660+ 3.24% |
$17.4K - $18.4K
|
21K
$573K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
644+ 0.31% |
$17K - $18K
|
208K
$5.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
629+ 3.94% |
$16.6K - $17.6K
|
16.6K
$452K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
617+ 19.4% |
$16.3K - $17.2K
|
3.8K
$103K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
608+ 0.89% |
$16K - $17K
|
68.9K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
583+ 31.28% |
$15.4K - $16.3K
|
2.45K
$66.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
580+ 4.44% |
$15.3K - $16.2K
|
13.6K
$371K
|
|