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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
31.2K+ 13.2% |
$759K - $870K
|
268K
$7.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
28.2K+ 75.61% |
$685K - $785K
|
65.4K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
27.7KNew |
$674K - $772K
|
27.7K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
27.3KNew |
$664K - $761K
|
27.3K
$743K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
26.6K+ 73769.44% |
$646K - $740K
|
26.6K
$724K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
25.7KNew |
$624K - $715K
|
25.7K
$699K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 5.11% |
$600K - $688K
|
508K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
20KNew |
$486K - $557K
|
20K
$545K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
17.5KNew |
$426K - $488K
|
17.5K
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16KNew |
$390K - $446K
|
16K
$436K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14.4K+ 8.31% |
$351K - $402K
|
188K
$5.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
14.1KNew |
$343K - $393K
|
14.1K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
13.9KNew |
$337K - $386K
|
13.9K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
13.8K+ 137.4% |
$335K - $384K
|
23.8K
$649K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.8KNew |
$335K - $384K
|
13.8K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
12.3KNew |
$298K - $342K
|
12.3K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$287K - $328K
|
11.8K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
11.7KNew |
$283K - $325K
|
11.7K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11.2KNew |
$272K - $311K
|
11.2K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
10.5KNew |
$255K - $293K
|
10.5K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10K+ 30.85% |
$243K - $279K
|
42.4K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
9.63K+ 25.42% |
$234K - $268K
|
47.5K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.47KNew |
$230K - $264K
|
9.47K
$258K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.19K+ 9.02% |
$224K - $256K
|
111K
$3.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
9KNew |
$219K - $251K
|
9K
$245K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
8.94KNew |
$217K - $249K
|
8.94K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
8.83KNew |
$215K - $246K
|
8.83K
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
8.53KNew |
$207K - $238K
|
8.53K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.32KNew |
$202K - $232K
|
8.32K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.28K+ 380.9% |
$201K - $231K
|
10.5K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.25K+ 19.96% |
$201K - $230K
|
49.6K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.1K+ 80.05% |
$197K - $226K
|
18.2K
$496K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.87KNew |
$191K - $219K
|
7.87K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
7.86KNew |
$191K - $219K
|
7.86K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
7.8K+ 11.17% |
$190K - $217K
|
77.6K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7.63KNew |
$186K - $213K
|
7.63K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.31K+ 4670.37% |
$153K - $176K
|
6.44K
$175K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.66K+ 46.05% |
$138K - $158K
|
18K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.56K+ 15.98% |
$111K - $127K
|
33.1K
$901K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.48KNew |
$109K - $125K
|
4.48K
$122K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.43K+ 3.17% |
$108K - $123K
|
144K
$3.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
4.12K+ 0.29% |
$100K - $115K
|
1.44M
$39.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
3.62K+ 44.74% |
$88.1K - $101K
|
11.7K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.43K+ 15.23% |
$83.3K - $95.5K
|
25.9K
$706K
|
|