Latest Institutional Purchases of Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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
Feb 12, 2025 Q4 2024
Mechanics Financial Corp

BUY
 -
3.86K
New
$104K - $328K
3.86K $105K
Feb 06, 2025 Q4 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
3.8K
+ 200.0%
$102K - $323K
5.7K $155K
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
3.72K
New
$100K - $316K
3.72K $101K
Feb 21, 2025 Q4 2024
Ascent Group, LLC

BUY
 -
3.48K
+ 30.96%
$93.7K - $296K
14.7K $401K
Jan 31, 2025 Q4 2024
Hara Capital LLC

Bellevue, WA
BUY
 -
3.11K
+ 200.06%
$83.8K - $264K
4.67K $127K
Feb 11, 2025 Q4 2024
Lee Danner & Bass Inc

BUY
 -
2.83K
New
$76.1K - $240K
2.83K $77K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
2.73K
+ 202.67%
$73.6K - $232K
4.08K $111K
Jan 15, 2025 Q4 2024
Portside Wealth Group, LLC

Provo, UT
BUY
 -
2.5K
New
$67.3K - $212K
2.5K $68K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
2.34K
New
$63K - $199K
2.34K $63.7K
Feb 10, 2025 Q4 2024
Avalon Trust CO

Santa Fe, NM
BUY
 -
2.28K
+ 200.0%
$61.4K - $194K
3.42K $93.2K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
2.08K
+ 506.59%
$55.9K - $176K
2.49K $67.7K
Feb 12, 2025 Q4 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
2.03K
+ 200.0%
$54.7K - $172K
3.05K $82.9K
Feb 14, 2025 Q4 2024
Anderson Financial Strategies, LLC

Dayton, OH
BUY
 -
1.88K
New
$50.5K - $159K
1.88K $51.1K
Feb 06, 2025 Q4 2024
Lindbrook Capital, LLC

BUY
 -
1.71K
+ 247.32%
$46K - $145K
2.4K $65.4K
Jan 15, 2025 Q4 2024
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
1.45K
New
$39K - $123K
1.45K $39.5K
Feb 11, 2025 Q4 2024
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
1.42K
+ 200.0%
$38.3K - $121K
2.14K $58.2K
Jan 13, 2025 Q4 2024
Founders Capital Management

BUY
 -
1.2K
+ 200.0%
$32.3K - $102K
1.8K $49K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.2K
+ 201.01%
$32.2K - $102K
1.79K $48.8K
Jan 31, 2025 Q4 2024
Human Investing LLC

BUY
 -
1.19K
New
$32.1K - $101K
1.19K $32.4K
Jan 13, 2025 Q4 2024
Clean Yield Group

BUY
 -
1.13K
+ 200.0%
$30.5K - $96.2K
1.7K $46.3K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.03K
+ 201.57%
$27.7K - $87.3K
1.54K $41.9K
Feb 14, 2025 Q4 2024
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
1K
+ 200.0%
$26.9K - $85K
1.5K $40.9K
Feb 13, 2025 Q4 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
996
+ 200.0%
$26.8K - $84.6K
1.49K $40.7K
Jan 16, 2025 Q4 2024
Hoese & CO LLP

BUY
 -
966
New
$26K - $82.1K
966 $26.3K
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
900
+ 200.0%
$24.2K - $76.5K
1.35K $36.8K
Feb 10, 2025 Q4 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
853
+ 5.24%
$23K - $72.5K
17.1K $466K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
784
+ 200.0%
$21.1K - $66.6K
1.18K $32K
Jan 31, 2025 Q4 2024
Fedenia Advisers LLC

Madison, WI
BUY
 -
747
New
$20.1K - $63.5K
747 $20.3K
Feb 06, 2025 Q4 2024
Pfg Private Wealth Management, LLC

BUY
 -
686
+ 200.0%
$18.5K - $58.3K
1.03K $28K
Feb 13, 2025 Q4 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
650
+ 200.0%
$17.5K - $55.2K
975 $26.6K
Feb 27, 2025 Q4 2024
Chelsea Counsel CO

BUY
 -
600
+ 1200.0%
$16.2K - $51K
650 $17.7K
Jan 13, 2025 Q4 2024
City State Bank

Norwalk, IA
BUY
 -
540
+ 200.0%
$14.5K - $45.9K
810 $22.1K
Jan 14, 2025 Q4 2024
Steph & CO

BUY
 -
500
+ 250.0%
$13.5K - $42.5K
700 $19.1K
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
450
New
$12.1K - $38.2K
450 $12.3K
Feb 07, 2025 Q4 2024
Sage Mountain Advisors LLC

BUY
 -
440
+ 200.0%
$11.8K - $37.4K
660 $18K
Feb 11, 2025 Q4 2024
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
380
+ 202.13%
$10.2K - $32.3K
568 $15.5K
Jan 17, 2025 Q4 2024
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
334
New
$8.99K - $28.4K
334 $9.1K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
300
New
$8.08K - $25.5K
300 $8.17K
Jan 13, 2025 Q4 2024
Gleason Group, Inc.

BUY
 -
218
New
$5.87K - $18.5K
218 $5.94K
Jan 22, 2025 Q4 2024
Legacy Bridge, LLC

BUY
 -
200
+ 200.0%
$5.39K - $17K
300 $8.17K
Feb 28, 2025 Q4 2024
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
152
New
$4.09K - $12.9K
152 $4.14K
Feb 03, 2025 Q4 2024
Citizens National Bank Trust Department

BUY
 -
120
+ 200.0%
$3.23K - $10.2K
180 $4.9K
Jan 03, 2025 Q4 2024
General Partner, Inc.

Pittsburgh, PA
BUY
 -
120
New
$3.23K - $10.2K
120 $3.27K
Feb 07, 2025 Q4 2024
Gables Capital Management Inc.

BUY
 -
116
+ 200.0%
$3.12K - $9.85K
174 $4.74K
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
105
New
$2.83K - $8.92K
105 $2.86K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
77
New
$2.07K - $6.54K
77 $2.1K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
73
New
$1.97K - $6.2K
73 $1.99K
Feb 03, 2025 Q4 2024
Bray Capital Advisors

BUY
 -
72
+ 79.12%
$1.94K - $6.12K
163 $4.44K
Jan 17, 2025 Q4 2024
Finley Financial, LLC

Las Vegas, NV
BUY
 -
45
New
$1.21K - $3.82K
45 $1.23K

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