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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
2.55K+ 28.3% |
$62K - $71K
|
11.6K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.51K+ 186.89% |
$61K - $69.9K
|
3.85K
$105K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.24K+ 42.3% |
$54.4K - $62.4K
|
7.53K
$205K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.07K+ 6890.0% |
$50.3K - $57.6K
|
2.1K
$57.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2K+ 5.6% |
$48.6K - $55.7K
|
37.7K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.85K+ 8.03% |
$44.9K - $51.4K
|
24.8K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.64K+ 11.91% |
$39.9K - $45.7K
|
15.4K
$420K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.61KNew |
$39.1K - $44.8K
|
1.61K
$43.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.6KNew |
$38.9K - $44.6K
|
1.6K
$43.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.49KNew |
$36.1K - $41.4K
|
1.49K
$40.5K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.34K+ 5.16% |
$32.6K - $37.4K
|
27.3K
$745K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.29K+ 160.82% |
$31.4K - $36K
|
2.1K
$57.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.26K+ 25.59% |
$30.5K - $35K
|
6.16K
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.06K+ 0.81% |
$25.8K - $29.6K
|
132K
$3.59M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
960New |
$23.3K - $26.8K
|
960
$26.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
950+ 6.63% |
$23.1K - $26.5K
|
15.3K
$416K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
936+ 11.9% |
$22.8K - $26.1K
|
8.8K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
716+ 1.61% |
$17.4K - $20K
|
45.2K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
693+ 0.73% |
$16.9K - $19.3K
|
96.2K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
565New |
$13.7K - $15.7K
|
565
$15.4K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
554+ 3.79% |
$13.5K - $15.4K
|
15.2K
$413K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
513+ 1.14% |
$12.5K - $14.3K
|
45.4K
$1.24M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
508+ 0.81% |
$12.4K - $14.2K
|
63.5K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
507+ 12.2% |
$12.3K - $14.1K
|
4.66K
$127K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
467+ 57.3% |
$11.4K - $13K
|
1.28K
$34.9K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
450New |
$10.9K - $12.5K
|
450
$12.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
440+ 3.43% |
$10.7K - $12.3K
|
13.3K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
437+ 1.5% |
$10.6K - $12.2K
|
29.6K
$806K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
432New |
$10.5K - $12K
|
432
$11.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
302+ 1.21% |
$7.34K - $8.42K
|
25.3K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
252+ 1.29% |
$6.13K - $7.02K
|
19.9K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
250+ 173.61% |
$6.08K - $6.97K
|
394
$10.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
219New |
$5.33K - $6.1K
|
219
$5.97K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 31.75% |
$4.86K - $5.57K
|
830
$22.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
167New |
$4.06K - $4.65K
|
167
$4.55K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
150+ 15.87% |
$3.65K - $4.18K
|
1.1K
$29.8K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
140+ 1.46% |
$3.4K - $3.9K
|
9.71K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 2.68% |
$2.43K - $2.79K
|
3.83K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
85New |
$2.07K - $2.37K
|
85
$2.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
80+ 0.96% |
$1.95K - $2.23K
|
8.42K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
79+ 0.34% |
$1.92K - $2.2K
|
23.4K
$637K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
62New |
$1.51K - $1.73K
|
62
$1.69K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
61+ 0.66% |
$1.48K - $1.7K
|
9.25K
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
60New |
$1.46K - $1.67K
|
60
$1.63K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
38+ 6.33% |
$924 - $1.06K
|
638
$17.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
30+ 43.48% |
$730 - $836
|
99
$2.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28New |
$681 - $780
|
28
$763
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
19+ 0.24% |
$462 - $530
|
7.93K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
17+ 1.0% |
$413 - $474
|
1.72K
$46.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13+ 54.17% |
$316 - $362
|
37
$1.01K
|
|