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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
23.6KNew |
$638K - $674K
|
23.6K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
22.2K+ 7.37% |
$600K - $634K
|
323K
$8.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
22KNew |
$595K - $629K
|
22K
$608K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
21.6K+ 20.04% |
$583K - $616K
|
129K
$3.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
21.3K+ 28.79% |
$575K - $607K
|
95.2K
$2.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20.5K+ 2.89% |
$555K - $586K
|
733K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.5K+ 24.08% |
$555K - $586K
|
106K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
20.3K+ 7.93% |
$548K - $580K
|
276K
$7.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.1K+ 12.97% |
$543K - $574K
|
175K
$4.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
20K+ 2.1% |
$541K - $572K
|
974K
$26.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 31.79% |
$536K - $566K
|
82.3K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
18.8K+ 36.18% |
$506K - $535K
|
70.6K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
18.6K+ 8.84% |
$503K - $531K
|
229K
$6.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.8K+ 95.33% |
$481K - $508K
|
36.5K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
16.9K+ 29.25% |
$456K - $482K
|
74.6K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
16.7K+ 3.74% |
$450K - $476K
|
462K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
16.5K+ 2.86% |
$446K - $471K
|
595K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
16.1K+ 17.96% |
$436K - $461K
|
106K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16K+ 26.58% |
$433K - $458K
|
76.4K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.9K+ 5.04% |
$429K - $454K
|
331K
$9.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.8K+ 14.31% |
$426K - $450K
|
126K
$3.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
14.6K+ 11.7% |
$396K - $418K
|
140K
$3.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
14.4K+ 1.96% |
$388K - $410K
|
747K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
14K+ 6.06% |
$377K - $398K
|
244K
$6.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
13.8KNew |
$373K - $394K
|
13.8K
$381K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
13.1KNew |
$355K - $375K
|
13.1K
$362K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12.7K+ 2.1% |
$342K - $362K
|
616K
$17M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12.6K+ 4.49% |
$342K - $361K
|
294K
$8.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6K+ 3.65% |
$340K - $359K
|
357K
$9.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12.4K+ 6.05% |
$335K - $354K
|
217K
$5.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12.3K+ 3.92% |
$331K - $350K
|
325K
$8.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.9K+ 43.15% |
$321K - $339K
|
39.4K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.8K+ 10.19% |
$319K - $337K
|
128K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$314K - $332K
|
11.6K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.4K+ 47.15% |
$308K - $326K
|
35.6K
$983K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
11.1KNew |
$301K - $318K
|
11.1K
$307K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
10.3K+ 8.02% |
$278K - $294K
|
139K
$3.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9.88K+ 2.39% |
$267K - $282K
|
424K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9.64KNew |
$260K - $275K
|
9.64K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 6.48% |
$250K - $264K
|
152K
$4.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.1K+ 22.99% |
$246K - $260K
|
48.7K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
8.85KNew |
$239K - $253K
|
8.85K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
8.42K+ 5.93% |
$227K - $240K
|
150K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.39KNew |
$227K - $239K
|
8.39K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.25KNew |
$223K - $235K
|
8.25K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
8.15K+ 6.36% |
$220K - $233K
|
136K
$3.76M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.14K+ 4.91% |
$220K - $232K
|
174K
$4.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.75K+ 34.52% |
$209K - $221K
|
30.2K
$833K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 20861.11% |
$203K - $214K
|
7.55K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7.26KNew |
$196K - $207K
|
7.26K
$200K
|