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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 189.69% |
$599K - $1.89M
|
34K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22.2K+ 219.06% |
$597K - $1.88M
|
32.3K
$896K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22KNew |
$591K - $1.87M
|
22K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21.9K+ 11.91% |
$590K - $1.86M
|
206K
$5.71M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
21.9K+ 201.38% |
$589K - $1.86M
|
32.7K
$908K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21.8K+ 246.25% |
$587K - $1.85M
|
30.7K
$851K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.7K+ 209.73% |
$585K - $1.84M
|
32.1K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
21.7K+ 202.87% |
$584K - $1.84M
|
32.4K
$898K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
21.7K+ 207.21% |
$583K - $1.84M
|
32.1K
$891K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
21.6K+ 208.12% |
$581K - $1.83M
|
31.9K
$886K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
21.4K+ 2.73% |
$577K - $1.82M
|
806K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21.1K+ 209.16% |
$568K - $1.79M
|
31.2K
$865K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.1K+ 3.87% |
$567K - $1.79M
|
565K
$15.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
21KNew |
$566K - $1.78M
|
21K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
21K+ 203.71% |
$564K - $1.78M
|
31.2K
$867K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
21KNew |
$564K - $1.78M
|
21K
$582K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20.9K+ 179.68% |
$563K - $1.78M
|
32.5K
$903K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
20.8K+ 300.62% |
$560K - $1.77M
|
27.7K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
20.8K+ 214.22% |
$560K - $1.77M
|
30.5K
$846K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20.7K+ 200.0% |
$557K - $1.76M
|
31.1K
$862K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
20.6K+ 187.7% |
$555K - $1.75M
|
31.6K
$877K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.6K+ 294.16% |
$554K - $1.75M
|
27.5K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.4K+ 192.85% |
$549K - $1.73M
|
31K
$860K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
20.3K+ 200.02% |
$546K - $1.72M
|
30.4K
$844K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20.2K+ 197.17% |
$545K - $1.72M
|
30.5K
$846K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20.2K+ 181.46% |
$544K - $1.72M
|
31.3K
$869K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20.1K+ 168.02% |
$541K - $1.71M
|
32.1K
$889K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
20KNew |
$539K - $1.7M
|
20K
$555K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
20K+ 172.9% |
$539K - $1.7M
|
31.6K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19.9K+ 200.0% |
$537K - $1.69M
|
29.9K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
19.9K+ 197.06% |
$536K - $1.69M
|
30K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
19.8K+ 202.78% |
$533K - $1.68M
|
29.6K
$821K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19.8K+ 201.41% |
$533K - $1.68M
|
29.6K
$822K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 291.25% |
$526K - $1.66M
|
26.2K
$728K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
19.5K+ 209.95% |
$524K - $1.65M
|
28.7K
$798K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
19.4K+ 186.37% |
$523K - $1.65M
|
29.9K
$828K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
19.1K+ 177.4% |
$515K - $1.62M
|
29.9K
$830K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.1K+ 394.08% |
$514K - $1.62M
|
24K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
19.1K+ 123.58% |
$514K - $1.62M
|
34.5K
$958K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
19KNew |
$513K - $1.62M
|
19K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18.9K+ 229.21% |
$508K - $1.6M
|
27.1K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18.8K+ 174.14% |
$507K - $1.6M
|
29.6K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
18.6KNew |
$501K - $1.58M
|
18.6K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.5K+ 197.11% |
$498K - $1.57M
|
27.9K
$774K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18.4K+ 180.53% |
$494K - $1.56M
|
28.5K
$791K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18.3K+ 351.9% |
$492K - $1.55M
|
23.5K
$651K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
18.2K+ 201.1% |
$491K - $1.55M
|
27.3K
$757K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
18KNew |
$485K - $1.53M
|
18K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
17.9K+ 200.0% |
$481K - $1.52M
|
26.8K
$744K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
17.7K+ 174.17% |
$477K - $1.51M
|
27.9K
$774K
|