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 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
6.9K+ 51.88% |
$182K - $190K
|
20.2K
$550K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
6.74K+ 3.71% |
$178K - $186K
|
189K
$5.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
5.92K+ 2.33% |
$156K - $163K
|
260K
$7.07M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5.8K+ 6.39% |
$153K - $160K
|
96.5K
$2.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.96K+ 5.23% |
$131K - $137K
|
99.7K
$2.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
4.9K+ 51.8% |
$130K - $135K
|
14.4K
$391K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.81K+ 7.79% |
$127K - $132K
|
66.6K
$1.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.76K+ 14.13% |
$126K - $131K
|
38.5K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
4.74K+ 0.51% |
$125K - $130K
|
927K
$25.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.57K+ 3.57% |
$121K - $126K
|
133K
$3.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.37K+ 0.67% |
$115K - $120K
|
656K
$17.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4.09K+ 35.08% |
$108K - $113K
|
15.8K
$429K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.88K+ 467.91% |
$103K - $107K
|
4.71K
$128K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.73K+ 1.09% |
$98.6K - $103K
|
347K
$9.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.72K+ 35.99% |
$98.5K - $103K
|
14.1K
$383K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.69K+ 30.16% |
$97.6K - $102K
|
15.9K
$434K
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.33K+ 0.26% |
$88K - $91.6K
|
1.26M
$34.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
3.25K+ 16.59% |
$85.8K - $89.4K
|
22.8K
$621K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.74K+ 1.71% |
$72.6K - $75.5K
|
163K
$4.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.74K+ 18.45% |
$72.3K - $75.3K
|
17.6K
$478K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.45K+ 33.08% |
$64.8K - $67.4K
|
9.86K
$269K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.37K+ 1.92% |
$62.7K - $65.3K
|
126K
$3.43M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.3K+ 3.43% |
$60.8K - $63.3K
|
69.3K
$1.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.28K+ 1.23% |
$60.3K - $62.8K
|
188K
$5.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.26K+ 2.6% |
$59.7K - $62.2K
|
89.2K
$2.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.21K+ 24.36% |
$58.5K - $60.9K
|
11.3K
$307K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
2.14KNew |
$56.5K - $58.8K
|
2.14K
$58.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.99K+ 2.65% |
$52.5K - $54.6K
|
76.8K
$2.09M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.96K+ 29.5% |
$51.7K - $53.8K
|
8.59K
$234K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 32.67% |
$38.8K - $40.4K
|
5.96K
$162K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.42K+ 5.02% |
$37.7K - $39.2K
|
29.8K
$811K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.4K+ 9.31% |
$37K - $38.5K
|
16.4K
$448K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.07K+ 9.18% |
$28.2K - $29.4K
|
12.7K
$346K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
989New |
$26.1K - $27.2K
|
989
$26.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
953+ 5.34% |
$25.2K - $26.2K
|
18.8K
$513K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
894+ 1.57% |
$23.6K - $24.6K
|
57.8K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
842+ 1.96% |
$22.3K - $23.2K
|
43.9K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
807+ 3.43% |
$21.3K - $22.2K
|
24.3K
$662K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
781+ 0.57% |
$20.6K - $21.5K
|
138K
$3.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
725+ 7.12% |
$19.2K - $20K
|
10.9K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
718+ 4.59% |
$19K - $19.8K
|
16.4K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
655+ 1.33% |
$17.3K - $18K
|
49.9K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
639+ 4.15% |
$16.9K - $17.6K
|
16K
$437K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
462+ 0.63% |
$12.2K - $12.7K
|
73.2K
$1.99M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
419+ 2.98% |
$11.1K - $11.5K
|
14.5K
$395K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
397+ 3.31% |
$10.5K - $10.9K
|
12.4K
$338K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
321+ 2.32% |
$8.49K - $8.84K
|
14.1K
$385K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
296+ 0.12% |
$7.83K - $8.15K
|
250K
$6.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
285+ 0.55% |
$7.54K - $7.85K
|
52.5K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
209New |
$5.53K - $5.75K
|
209
$5.69K
|
|