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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
115+ 0.45% |
$3.03K - $3.21K
|
25.8K
$703K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
101+ 1.19% |
$2.66K - $2.82K
|
8.56K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100+ 25.0% |
$2.64K - $2.8K
|
500
$13.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100+ 270.27% |
$2.64K - $2.8K
|
137
$3.73K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
99+ 0.23% |
$2.61K - $2.77K
|
42.5K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
96+ 0.95% |
$2.53K - $2.68K
|
10.2K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
96+ 0.54% |
$2.53K - $2.68K
|
17.8K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
95+ 0.2% |
$2.51K - $2.66K
|
47.5K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
94+ 0.97% |
$2.48K - $2.63K
|
9.83K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
93+ 0.43% |
$2.45K - $2.6K
|
21.5K
$587K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
90+ 0.32% |
$2.37K - $2.52K
|
28.4K
$774K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
90+ 0.76% |
$2.37K - $2.52K
|
12K
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
85+ 0.46% |
$2.24K - $2.38K
|
18.6K
$506K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
84+ 0.31% |
$2.22K - $2.35K
|
27.1K
$737K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
84+ 0.84% |
$2.22K - $2.35K
|
10.1K
$274K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
83+ 0.97% |
$2.19K - $2.32K
|
8.64K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
78+ 0.85% |
$2.06K - $2.18K
|
9.22K
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
75+ 0.95% |
$1.98K - $2.1K
|
7.93K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
75+ 0.97% |
$1.98K - $2.1K
|
7.85K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
73+ 0.65% |
$1.93K - $2.04K
|
11.4K
$310K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
72+ 0.74% |
$1.9K - $2.01K
|
9.8K
$267K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.21% |
$1.87K - $1.98K
|
33.3K
$908K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
67+ 0.83% |
$1.77K - $1.87K
|
8.13K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
66+ 0.33% |
$1.74K - $1.84K
|
20.3K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
62+ 12.81% |
$1.64K - $1.73K
|
546
$14.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
61+ 0.53% |
$1.61K - $1.7K
|
11.6K
$317K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
60+ 0.9% |
$1.58K - $1.68K
|
6.73K
$183K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
58+ 0.34% |
$1.53K - $1.62K
|
17.4K
$473K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
57+ 0.14% |
$1.5K - $1.59K
|
40.3K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
56+ 0.27% |
$1.48K - $1.57K
|
21.2K
$576K
|
|
|
Nov 05, 2025
Q3 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
55+ 0.1% |
$1.45K - $1.54K
|
54.4K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
54+ 0.68% |
$1.42K - $1.51K
|
7.99K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 0.3% |
$1.32K - $1.4K
|
16.6K
$452K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
49New |
$1.29K - $1.37K
|
49
$1.33K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
45+ 0.34% |
$1.19K - $1.26K
|
13.2K
$361K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
43+ 0.16% |
$1.13K - $1.2K
|
26.1K
$711K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
39+ 0.22% |
$1.03K - $1.09K
|
17.5K
$478K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
39+ 0.2% |
$1.03K - $1.09K
|
19.2K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
36New |
$950 - $1.01K
|
36
$981
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
36+ 0.28% |
$950 - $1.01K
|
12.9K
$350K
|
|
|
Nov 05, 2025
Q3 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
35+ 0.05% |
$923 - $978
|
73.6K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
35+ 0.46% |
$923 - $978
|
7.72K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
34+ 161.9% |
$897 - $950
|
55
$1.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
34+ 0.27% |
$897 - $950
|
12.8K
$349K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
34New |
$897 - $950
|
34
$926
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
28+ 0.11% |
$739 - $783
|
24.7K
$673K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
28+ 0.95% |
$739 - $783
|
2.98K
$81K
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
27+ 0.36% |
$712 - $755
|
7.54K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
27+ 0.61% |
$712 - $755
|
4.45K
$121K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
26+ 0.33% |
$686 - $727
|
7.92K
$216K
|
|