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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
350+ 1.6% |
$9.43K - $29.7K
|
22.2K
$613K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
348+ 202.33% |
$9.37K - $29.6K
|
520
$14.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
334New |
$8.99K - $28.4K
|
334
$9.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
$8.08K - $25.5K
|
300
$8.27K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
284+ 200.0% |
$7.65K - $24.1K
|
426
$11.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
278+ 200.0% |
$7.49K - $23.6K
|
417
$11.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
275New |
$7.41K - $23.4K
|
275
$7.58K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
250+ 200.0% |
$6.73K - $21.2K
|
375
$10.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
222+ 462.5% |
$5.98K - $18.9K
|
270
$7.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
218New |
$5.87K - $18.5K
|
218
$6.01K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
CALL |
200+ 200.0% |
$5.39K - $17K
|
300
$8.27K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 200.0% |
$5.39K - $17K
|
300
$8.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
151+ 22.84% |
$4.07K - $12.8K
|
812
$22.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150+ 200.0% |
$4.04K - $12.7K
|
225
$6.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
141+ 201.43% |
$3.8K - $12K
|
211
$5.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
129+ 201.56% |
$3.47K - $11K
|
193
$5.32K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
127+ 204.84% |
$3.42K - $10.8K
|
189
$5.21K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
120+ 200.0% |
$3.23K - $10.2K
|
180
$4.96K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
120New |
$3.23K - $10.2K
|
120
$3.31K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
116+ 200.0% |
$3.12K - $9.85K
|
174
$4.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
113+ 1.95% |
$3.04K - $9.6K
|
5.9K
$162K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
105New |
$2.83K - $8.92K
|
105
$2.89K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97+ 194.0% |
$2.61K - $8.24K
|
147
$4.05K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
81New |
$2.18K - $6.88K
|
81
$2.23K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$2.07K - $6.54K
|
77
$2.12K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
73New |
$1.97K - $6.2K
|
73
$2.01K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
72+ 79.12% |
$1.94K - $6.12K
|
163
$4.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
72New |
$1.94K - $6.12K
|
72
$1.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62New |
$1.67K - $5.27K
|
62
$1.71K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
57+ 203.57% |
$1.54K - $4.84K
|
85
$2.34K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
46+ 200.0% |
$1.24K - $3.91K
|
69
$1.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
45New |
$1.21K - $3.82K
|
45
$1.24K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$1.18K - $3.74K
|
44
$1.21K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
39New |
$1.05K - $3.31K
|
39
$1.07K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
24+ 200.0% |
$646 - $2.04K
|
36
$992
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
14+ 200.0% |
$377 - $1.19K
|
21
$579
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10+ 200.0% |
$269 - $850
|
15
$413
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
8+ 0.11% |
$215 - $680
|
7.03K
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$53.9 - $170
|
2
$55.1
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2New |
$53.9 - $170
|
2
$55.1
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
1.62M+ 167.4% |
$125M - $138M
|
2.59M
$71.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
939K+ 627.76% |
$72.3M - $79.8M
|
1.09M
$30M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
601K+ 209.74% |
$46.3M - $51.1M
|
887K
$24.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
383K+ 164.44% |
$29.5M - $32.6M
|
616K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
349K+ 7675.39% |
$26.9M - $29.7M
|
354K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
323KNew |
$24.9M - $27.5M
|
323K
$8.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
312K+ 5.16% |
$24M - $26.5M
|
6.36M
$175M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
294K+ 262.57% |
$22.7M - $25M
|
406K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
287K+ 197.14% |
$22.1M - $24.4M
|
432K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
240K+ 18.66% |
$18.5M - $20.4M
|
1.53M
$42.1M
|
|