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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
577+ 2.57% |
$15.2K - $16.1K
|
23K
$627K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
564+ 0.56% |
$14.9K - $15.8K
|
102K
$2.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
557+ 0.48% |
$14.7K - $15.6K
|
117K
$3.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
554+ 1.55% |
$14.6K - $15.5K
|
36.4K
$990K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
553+ 3.22% |
$14.6K - $15.5K
|
17.7K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
546+ 4.59% |
$14.4K - $15.3K
|
12.4K
$339K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
534+ 1.06% |
$14.1K - $14.9K
|
50.8K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
529+ 0.6% |
$14K - $14.8K
|
88.8K
$2.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
528+ 4.63% |
$13.9K - $14.8K
|
11.9K
$325K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
524+ 116.44% |
$13.8K - $14.6K
|
974
$26.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
511+ 2.98% |
$13.5K - $14.3K
|
17.6K
$481K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
506+ 1.58% |
$13.3K - $14.1K
|
32.4K
$884K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
505+ 2.3% |
$13.3K - $14.1K
|
22.5K
$612K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
505+ 0.06% |
$13.3K - $14.1K
|
843K
$23M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
504+ 3.3% |
$13.3K - $14.1K
|
15.8K
$430K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
489+ 17.62% |
$12.9K - $13.7K
|
3.26K
$88.9K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
484+ 3.14% |
$12.8K - $13.5K
|
15.9K
$433K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
482+ 5.15% |
$12.7K - $13.5K
|
9.85K
$268K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
480New |
$12.7K - $13.4K
|
480
$13.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
479+ 5.4% |
$12.6K - $13.4K
|
9.35K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
477+ 41.19% |
$12.6K - $13.3K
|
1.64K
$44.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
471+ 0.95% |
$12.4K - $13.2K
|
50K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
453+ 1.72% |
$12K - $12.7K
|
26.8K
$731K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
450New |
$11.9K - $12.6K
|
450
$12.3K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
450+ 42.86% |
$11.9K - $12.6K
|
1.5K
$40.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
437+ 1.04% |
$11.5K - $12.2K
|
42.5K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
435+ 1.39% |
$11.5K - $12.2K
|
31.7K
$865K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
428+ 1.17% |
$11.3K - $12K
|
37.1K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
422+ 0.66% |
$11.1K - $11.8K
|
64.1K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
414+ 1.08% |
$10.9K - $11.6K
|
38.9K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
410+ 0.47% |
$10.8K - $11.5K
|
87.1K
$2.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
410+ 2.92% |
$10.8K - $11.5K
|
14.4K
$393K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
402+ 3.36% |
$10.6K - $11.2K
|
12.4K
$337K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
383+ 5.62% |
$10.1K - $10.7K
|
7.2K
$196K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
375+ 1.1% |
$9.89K - $10.5K
|
34.4K
$936K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
368+ 3.75% |
$9.71K - $10.3K
|
10.2K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
365+ 1659.09% |
$9.63K - $10.2K
|
387
$10.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
363+ 0.1% |
$9.58K - $10.1K
|
365K
$9.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
360+ 0.15% |
$9.5K - $10.1K
|
244K
$6.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
360+ 4.11% |
$9.5K - $10.1K
|
9.12K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
351+ 12.9% |
$9.26K - $9.81K
|
3.07K
$83.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
350+ 2.46% |
$9.23K - $9.78K
|
14.6K
$397K
|
|