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 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 1.88% |
$633 - $671
|
1.3K
$35.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24+ 3.87% |
$633 - $671
|
644
$17.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23+ 0.17% |
$607 - $643
|
13.2K
$359K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
22+ 21.57% |
$580 - $615
|
124
$3.38K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.03% |
$475 - $503
|
56.4K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
16+ 0.17% |
$422 - $447
|
9.58K
$261K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
14+ 0.02% |
$369 - $391
|
70.4K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14+ 20.0% |
$369 - $391
|
84
$2.29K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14+ 0.43% |
$369 - $391
|
3.3K
$90K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
11+ 0.25% |
$290 - $307
|
4.43K
$121K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.08% |
$264 - $280
|
13.1K
$358K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.05% |
$211 - $224
|
16.8K
$458K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 1.06% |
$211 - $224
|
763
$20.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
7+ 0.04% |
$185 - $196
|
15.8K
$432K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
5+ 0.36% |
$132 - $140
|
1.39K
$37.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.91% |
$132 - $140
|
553
$15.1K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
4+ 0.15% |
$106 - $112
|
2.71K
$73.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.95% |
$106 - $112
|
426
$11.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3+ 0.03% |
$79.1 - $83.9
|
9.14K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3+ 0.01% |
$79.1 - $83.9
|
28.4K
$775K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 1.4% |
$79.1 - $83.9
|
217
$5.91K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2+ 0.02% |
$52.8 - $55.9
|
9.1K
$248K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.48% |
$52.8 - $55.9
|
420
$11.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
2+ 0.81% |
$52.8 - $55.9
|
248
$6.76K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.01% |
$52.8 - $55.9
|
14.5K
$394K
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$26.4 - $28
|
8.55K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1+ 0.01% |
$26.4 - $28
|
7.61K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$26.4 - $28
|
14K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 1.52% |
$26.4 - $28
|
67
$1.83K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 50.0% |
$26.4 - $28
|
3
$81.7
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1+ 0.01% |
$26.4 - $28
|
14K
$381K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 2.33% |
$26.4 - $28
|
44
$1.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
38.9MNew |
$946M - $1.08B
|
38.9M
$1.06B
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
835KNew |
$20.3M - $23.3M
|
835K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
820KNew |
$19.9M - $22.9M
|
820K
$22.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
796K+ 2.88% |
$19.4M - $22.2M
|
28.4M
$775M
|
|
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
787KNew |
$19.1M - $21.9M
|
787K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
680KNew |
$16.5M - $19M
|
680K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
352KNew |
$8.57M - $9.82M
|
352K
$9.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
319K+ 37.4% |
$7.76M - $8.89M
|
1.17M
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
306K+ 161.92% |
$7.45M - $8.53M
|
495K
$13.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
117K+ 2244.46% |
$2.85M - $3.26M
|
122K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
108KNew |
$2.63M - $3.01M
|
108K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
92.1KNew |
$2.24M - $2.57M
|
92.1K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
78.5KNew |
$1.91M - $2.19M
|
78.5K
$2.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
78K+ 2265.24% |
$1.9M - $2.17M
|
81.5K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
74.7KNew |
$1.82M - $2.08M
|
74.7K
$2.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
59.5KNew |
$1.45M - $1.66M
|
59.5K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
44.5K+ 10.27% |
$1.08M - $1.24M
|
478K
$13M
|
|