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 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.15% |
$292 - $334
|
7.84K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9+ 0.94% |
$219 - $251
|
965
$26.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8+ 2.38% |
$195 - $223
|
344
$9.37K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 11.27% |
$195 - $223
|
79
$2.15K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.2% |
$170 - $195
|
3.55K
$96.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.92% |
$170 - $195
|
764
$20.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5+ 0.06% |
$122 - $139
|
7.73K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1+ 6.67% |
$24.3 - $27.9
|
16
$436
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
786KNew |
$21.2M - $22.4M
|
786K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
587KNew |
$15.8M - $16.7M
|
587K
$16M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
147KNew |
$3.98M - $4.2M
|
147K
$4.01M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
90K+ 38.3% |
$2.43M - $2.57M
|
325K
$8.85M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
67.9K+ 205.69% |
$1.83M - $1.94M
|
101K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
38.7KNew |
$1.05M - $1.11M
|
38.7K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
37KNew |
$1M - $1.06M
|
37K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
35.4KNew |
$957K - $1.01M
|
35.4K
$965K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
26K+ 199.69% |
$702K - $741K
|
39K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
24.3K+ 5.11% |
$655K - $692K
|
499K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
19.7KNew |
$533K - $564K
|
19.7K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
16.4KNew |
$442K - $467K
|
16.4K
$445K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15KNew |
$404K - $427K
|
15K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.7KNew |
$371K - $392K
|
13.7K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$314K - $332K
|
11.6K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.6KNew |
$287K - $303K
|
10.6K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9.64KNew |
$260K - $275K
|
9.64K
$263K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.62KNew |
$260K - $274K
|
9.62K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.25KNew |
$223K - $235K
|
8.25K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
7.99KNew |
$216K - $228K
|
7.99K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7.94KNew |
$215K - $227K
|
7.94K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
7.82KNew |
$211K - $223K
|
7.82K
$213K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7.26KNew |
$196K - $207K
|
7.26K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.23KNew |
$195K - $206K
|
7.23K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.99K+ 33.3% |
$189K - $200K
|
28K
$763K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.73K+ 44.46% |
$182K - $192K
|
21.9K
$596K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.52K+ 27.2% |
$176K - $186K
|
30.5K
$830K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5.86KNew |
$158K - $167K
|
5.86K
$160K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.19K+ 16.68% |
$140K - $148K
|
36.3K
$990K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.72K+ 23.76% |
$127K - $135K
|
24.6K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
4.42K+ 200.0% |
$119K - $126K
|
6.64K
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4.03KNew |
$109K - $115K
|
4.03K
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.81K+ 2.26% |
$103K - $109K
|
173K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 2.23% |
$89.5K - $94.6K
|
152K
$4.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.27K+ 34.41% |
$88.4K - $93.4K
|
12.8K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.2K+ 4.82% |
$86.3K - $91.2K
|
69.5K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$81K - $85.6K
|
3K
$81.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.95K+ 29.46% |
$79.6K - $84.1K
|
13K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 1.07% |
$77K - $81.3K
|
268K
$7.31M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.74K+ 20.94% |
$74K - $78.2K
|
15.8K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.69KNew |
$72.6K - $76.7K
|
2.69K
$73.2K
|
|