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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41.4K+ 218.29% |
$1.12M - $3.52M
|
60.4K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
41.3K+ 229.77% |
$1.11M - $3.51M
|
59.2K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
41.1K+ 197.96% |
$1.11M - $3.49M
|
61.9K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
40.9K+ 180.77% |
$1.1M - $3.48M
|
63.5K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
40.7KNew |
$1.1M - $3.46M
|
40.7K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
40.2K+ 200.17% |
$1.08M - $3.42M
|
60.3K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
39.7KNew |
$1.07M - $3.38M
|
39.7K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
39.5K+ 78.22% |
$1.06M - $3.36M
|
90K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
39.4K+ 214.8% |
$1.06M - $3.34M
|
57.7K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
39.3K+ 184.37% |
$1.06M - $3.33M
|
60.5K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39.2K+ 232.58% |
$1.06M - $3.33M
|
56.1K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
39.1KNew |
$1.05M - $3.32M
|
39.1K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
39.1K+ 193.94% |
$1.05M - $3.32M
|
59.2K
$1.64M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
38.9K+ 199.36% |
$1.05M - $3.3M
|
58.4K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
38.6K+ 209.16% |
$1.04M - $3.28M
|
57K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
38.4K+ 200.0% |
$1.03M - $3.26M
|
57.6K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
38.4K+ 186.67% |
$1.03M - $3.26M
|
58.9K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
38.4K+ 195.36% |
$1.03M - $3.26M
|
58K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
38.1K+ 208.23% |
$1.03M - $3.24M
|
56.4K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
38.1K+ 937.48% |
$1.03M - $3.24M
|
42.2K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
38.1K+ 254.45% |
$1.03M - $3.24M
|
53.1K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37.9K+ 128.42% |
$1.02M - $3.22M
|
67.5K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
37.9KNew |
$1.02M - $3.22M
|
37.9K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
37.5K+ 208.71% |
$1.01M - $3.19M
|
55.5K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
37.5K+ 1445.49% |
$1.01M - $3.18M
|
40.1K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
37.3K+ 177.01% |
$1M - $3.17M
|
58.3K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
37.2K+ 202.82% |
$1M - $3.16M
|
55.5K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
37.1K+ 219.91% |
$999K - $3.15M
|
54K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37K+ 181.69% |
$996K - $3.14M
|
57.3K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
36.5K+ 253.24% |
$984K - $3.1M
|
51K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
36.4K+ 239.59% |
$980K - $3.09M
|
51.6K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
36.1K+ 198.58% |
$971K - $3.06M
|
54.2K
$1.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
35.8K+ 205.94% |
$965K - $3.04M
|
53.2K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35.8K+ 237.76% |
$964K - $3.04M
|
50.8K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
35.8K+ 205.04% |
$963K - $3.04M
|
53.2K
$1.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
35.6K+ 193.86% |
$958K - $3.02M
|
53.9K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
35.5K+ 203.93% |
$957K - $3.02M
|
53K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
35.5K+ 217.69% |
$956K - $3.02M
|
51.8K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
35.5K+ 197.36% |
$956K - $3.02M
|
53.5K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
35.3K+ 241.48% |
$950K - $3M
|
49.9K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
34.8K+ 228.26% |
$936K - $2.95M
|
50K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
34.6K+ 212.05% |
$931K - $2.94M
|
50.9K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
34.4K+ 202.66% |
$927K - $2.92M
|
51.4K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34.3K+ 197.96% |
$923K - $2.91M
|
51.6K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
34.1K+ 329.39% |
$919K - $2.9M
|
44.5K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
34.1K+ 521.98% |
$919K - $2.9M
|
40.7K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
34K+ 37.29% |
$915K - $2.89M
|
125K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
33.7K+ 203.38% |
$907K - $2.86M
|
50.2K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
33.6K+ 360.4% |
$904K - $2.85M
|
42.9K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33.4K+ 124.54% |
$899K - $2.84M
|
60.2K
$1.67M
|