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 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
287+ 0.94% |
$7.57K - $8.02K
|
30.7K
$836K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
286+ 1.67% |
$7.54K - $7.99K
|
17.4K
$475K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
283+ 2.71% |
$7.47K - $7.91K
|
10.7K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
272+ 3.07% |
$7.18K - $7.6K
|
9.14K
$249K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
264+ 5.2% |
$6.96K - $7.38K
|
5.34K
$146K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
261+ 1.79% |
$6.89K - $7.29K
|
14.8K
$404K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
261+ 0.19% |
$6.89K - $7.29K
|
140K
$3.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
257+ 0.2% |
$6.78K - $7.18K
|
128K
$3.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
232+ 0.06% |
$6.12K - $6.48K
|
421K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
223+ 0.94% |
$5.88K - $6.23K
|
23.8K
$649K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
221+ 0.95% |
$5.83K - $6.18K
|
23.5K
$640K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
210+ 0.38% |
$5.54K - $5.87K
|
55.8K
$1.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
208+ 1.26% |
$5.49K - $5.81K
|
16.7K
$454K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
208+ 1.79% |
$5.49K - $5.81K
|
11.8K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
204+ 1.09% |
$5.38K - $5.7K
|
18.9K
$515K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
204+ 137.84% |
$5.38K - $5.7K
|
352
$9.59K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
201New |
$5.3K - $5.62K
|
201
$5.48K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200+ 0.33% |
$5.28K - $5.59K
|
60.1K
$1.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
185+ 0.21% |
$4.88K - $5.17K
|
90.2K
$2.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
185+ 12.4% |
$4.88K - $5.17K
|
1.68K
$45.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
185+ 1.8% |
$4.88K - $5.17K
|
10.5K
$286K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
184+ 12.42% |
$4.85K - $5.14K
|
1.67K
$45.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
181New |
$4.77K - $5.06K
|
181
$4.93K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
178+ 14.3% |
$4.7K - $4.98K
|
1.42K
$38.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
175+ 0.96% |
$4.62K - $4.89K
|
18.4K
$500K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
168+ 0.96% |
$4.43K - $4.7K
|
17.6K
$480K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
167+ 0.71% |
$4.41K - $4.67K
|
23.8K
$649K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
166+ 0.47% |
$4.38K - $4.64K
|
35.3K
$963K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
166+ 0.13% |
$4.38K - $4.64K
|
130K
$3.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
165New |
$4.35K - $4.61K
|
165
$4.49K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
161+ 0.52% |
$4.25K - $4.5K
|
31.3K
$852K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
159New |
$4.19K - $4.44K
|
159
$4.33K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
156+ 1.5% |
$4.12K - $4.36K
|
10.6K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
156+ 1.5% |
$4.12K - $4.36K
|
10.6K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
152+ 0.86% |
$4.01K - $4.25K
|
17.8K
$486K
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
151+ 0.57% |
$3.98K - $4.22K
|
26.8K
$729K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
150New |
$3.96K - $4.19K
|
150
$4.09K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
150+ 0.65% |
$3.96K - $4.19K
|
23.3K
$635K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
150+ 1.9% |
$3.96K - $4.19K
|
8.06K
$220K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
147+ 0.59% |
$3.88K - $4.11K
|
25.1K
$685K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
147+ 0.52% |
$3.88K - $4.11K
|
28.3K
$770K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
145+ 0.54% |
$3.83K - $4.05K
|
27K
$735K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
141+ 7.92% |
$3.72K - $3.94K
|
1.92K
$52.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
139+ 0.32% |
$3.67K - $3.89K
|
43.2K
$1.18M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
137+ 0.96% |
$3.61K - $3.83K
|
14.4K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
136+ 0.16% |
$3.59K - $3.8K
|
83.6K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
134+ 2.28% |
$3.53K - $3.75K
|
6.02K
$164K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
124+ 0.65% |
$3.27K - $3.47K
|
19.1K
$520K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
123+ 1.14% |
$3.24K - $3.44K
|
10.9K
$298K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
120+ 0.48% |
$3.17K - $3.35K
|
24.9K
$679K
|
|