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 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
10.2K+ 196.4% |
$276K - $871K
|
15.5K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.2K+ 228.5% |
$276K - $870K
|
14.7K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.2K+ 209.74% |
$275K - $869K
|
15.1K
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.2KNew |
$275K - $868K
|
10.2K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
10.2K+ 200.0% |
$274K - $866K
|
15.3K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
10.1K+ 200.83% |
$273K - $861K
|
15.2K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10.1K+ 200.0% |
$272K - $858K
|
15.2K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
10.1K+ 200.08% |
$272K - $856K
|
15.1K
$417K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
10K+ 198.53% |
$270K - $851K
|
15.1K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
10K+ 200.0% |
$270K - $851K
|
15K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.98K+ 403.85% |
$269K - $847K
|
12.4K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.92K+ 410.38% |
$267K - $843K
|
12.3K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
9.91KNew |
$267K - $842K
|
9.91K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.9KNew |
$266K - $841K
|
9.9K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
9.87K+ 168.33% |
$266K - $839K
|
15.7K
$434K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.75K+ 169.78% |
$263K - $829K
|
15.5K
$427K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
9.74K+ 190.98% |
$262K - $827K
|
14.8K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.7K+ 73.37% |
$261K - $824K
|
22.9K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9.7K+ 51.44% |
$261K - $824K
|
28.5K
$787K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.66K+ 373.3% |
$260K - $821K
|
12.2K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.61K+ 160.05% |
$259K - $817K
|
15.6K
$431K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
9.6K+ 199.56% |
$259K - $816K
|
14.4K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.6K+ 202.53% |
$258K - $815K
|
14.3K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9.59KNew |
$258K - $815K
|
9.59K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
9.55K+ 200.0% |
$257K - $811K
|
14.3K
$395K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
9.52K+ 194.82% |
$256K - $809K
|
14.4K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
9.52K+ 198.77% |
$256K - $809K
|
14.3K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
9.48K+ 242.63% |
$255K - $805K
|
13.4K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
9.43KNew |
$254K - $801K
|
9.43K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.33K+ 169.92% |
$251K - $793K
|
14.8K
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
9.29K+ 200.0% |
$250K - $789K
|
13.9K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.19K+ 210.37% |
$248K - $781K
|
13.6K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.19K+ 278.96% |
$247K - $781K
|
12.5K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.14KNew |
$246K - $777K
|
9.14K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.12K+ 159.68% |
$246K - $775K
|
14.8K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9.1K+ 206.11% |
$245K - $773K
|
13.5K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.09KNew |
$245K - $772K
|
9.09K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9.08K+ 200.0% |
$245K - $772K
|
13.6K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.05K+ 291.94% |
$244K - $769K
|
12.2K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9.02K+ 214.2% |
$243K - $766K
|
13.2K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.98K+ 209.52% |
$242K - $763K
|
13.3K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.94K+ 195.9% |
$241K - $759K
|
13.5K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.93K+ 328.4% |
$240K - $758K
|
11.6K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
8.92K+ 201.92% |
$240K - $758K
|
13.3K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
8.9K+ 191.86% |
$240K - $756K
|
13.5K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
8.89K+ 200.88% |
$239K - $755K
|
13.3K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
8.88KNew |
$239K - $755K
|
8.88K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.81KNew |
$237K - $748K
|
8.81K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.8K+ 188.22% |
$237K - $748K
|
13.5K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.78K+ 519.89% |
$236K - $746K
|
10.5K
$289K
|