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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
14.9K+ 200.84% |
$401K - $1.27M
|
22.3K
$615K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.8K+ 194.04% |
$399K - $1.26M
|
22.5K
$619K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
14.7K+ 226.78% |
$397K - $1.25M
|
21.2K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.7K+ 218.31% |
$396K - $1.25M
|
21.4K
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.6KNew |
$394K - $1.24M
|
14.6K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
14.6K+ 199.99% |
$392K - $1.24M
|
21.8K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
14.5K+ 318.8% |
$390K - $1.23M
|
19K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.4K+ 170.18% |
$389K - $1.23M
|
22.9K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
14.4K+ 211.34% |
$389K - $1.23M
|
21.3K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
14.3K+ 80.39% |
$386K - $1.22M
|
32.2K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
14.3K+ 246.26% |
$384K - $1.21M
|
20.1K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14.2K+ 203.48% |
$383K - $1.21M
|
21.2K
$584K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.1KNew |
$379K - $1.19M
|
14.1K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.1K+ 194.83% |
$379K - $1.19M
|
21.3K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13.9K+ 197.92% |
$374K - $1.18M
|
20.9K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
13.8K+ 239.75% |
$373K - $1.18M
|
19.6K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
13.7K+ 281.31% |
$370K - $1.17M
|
18.6K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
13.7KNew |
$369K - $1.16M
|
13.7K
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.7K+ 201.18% |
$368K - $1.16M
|
20.5K
$564K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
13.6K+ 201.62% |
$365K - $1.15M
|
20.3K
$559K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
13.5K+ 274.13% |
$364K - $1.15M
|
18.5K
$509K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
13.5K+ 202.32% |
$364K - $1.15M
|
20.2K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
13.5K+ 194.48% |
$364K - $1.15M
|
20.4K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
13.5K+ 206.36% |
$363K - $1.15M
|
20K
$552K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
13.4K+ 205.3% |
$362K - $1.14M
|
20K
$551K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.4K+ 243.43% |
$361K - $1.14M
|
18.9K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
13.4K+ 200.0% |
$360K - $1.13M
|
20K
$552K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 207.89% |
$358K - $1.13M
|
19.7K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
13.2K+ 200.83% |
$357K - $1.13M
|
19.8K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13.2K+ 195.52% |
$356K - $1.12M
|
20K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
13.2K+ 413.82% |
$356K - $1.12M
|
16.4K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
13.2K+ 161.68% |
$355K - $1.12M
|
21.3K
$588K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
13.2K+ 350.16% |
$354K - $1.12M
|
16.9K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
13.1KNew |
$353K - $1.11M
|
13.1K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13K+ 18.02% |
$351K - $1.11M
|
85.3K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13KNew |
$350K - $1.11M
|
13K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13K+ 197.7% |
$350K - $1.1M
|
19.6K
$539K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
13K+ 236.55% |
$349K - $1.1M
|
18.4K
$508K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
12.9KNew |
$348K - $1.1M
|
12.9K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.8K+ 248.95% |
$345K - $1.09M
|
18K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12.8K+ 196.94% |
$345K - $1.09M
|
19.3K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
12.7K+ 220.81% |
$342K - $1.08M
|
18.5K
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
12.6K+ 197.75% |
$340K - $1.07M
|
19K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
12.6KNew |
$340K - $1.07M
|
12.6K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.6K+ 406.42% |
$339K - $1.07M
|
15.7K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
12.6K+ 202.32% |
$339K - $1.07M
|
18.8K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
12.6K+ 200.67% |
$339K - $1.07M
|
18.8K
$519K
|