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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.97KNew |
$614K - $678K
|
7.97K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.94K+ 2.38% |
$612K - $676K
|
341K
$9.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.62KNew |
$587K - $648K
|
7.62K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.3KNew |
$562K - $621K
|
7.3K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
7.23K+ 3.91% |
$557K - $615K
|
192K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.23K+ 30.49% |
$557K - $615K
|
30.9K
$853K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7.18K+ 13.97% |
$553K - $611K
|
58.6K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.18K+ 4.17% |
$553K - $610K
|
179K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.55K+ 5.78% |
$504K - $557K
|
120K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.55K+ 1.81% |
$504K - $557K
|
368K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.38K+ 5.09% |
$492K - $543K
|
132K
$3.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
6.18K+ 37.64% |
$476K - $525K
|
22.6K
$623K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
6.05K+ 6.1% |
$466K - $514K
|
105K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.04K+ 17.44% |
$465K - $514K
|
40.7K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
5.96K+ 1.49% |
$459K - $507K
|
406K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.96KNew |
$459K - $507K
|
5.96K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.88K+ 4.73% |
$453K - $500K
|
130K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.44K+ 6.32% |
$419K - $462K
|
91.5K
$2.52M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.38K+ 174.22% |
$414K - $458K
|
8.47K
$233K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5.32KNew |
$410K - $452K
|
5.32K
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.25KNew |
$404K - $447K
|
5.25K
$145K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.25K+ 200.0% |
$404K - $447K
|
7.88K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.97K+ 135.35% |
$383K - $423K
|
8.65K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.85KNew |
$373K - $412K
|
4.85K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.82K+ 6.96% |
$372K - $410K
|
74.1K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.75KNew |
$366K - $404K
|
4.75K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.74K+ 1.04% |
$365K - $403K
|
461K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$362K - $399K
|
4.7K
$129K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4.61K+ 1.53% |
$355K - $392K
|
305K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.6KNew |
$354K - $391K
|
4.6K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4.56K+ 39.03% |
$352K - $388K
|
16.3K
$448K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.55K+ 16.46% |
$351K - $387K
|
32.2K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
4.52K+ 2.42% |
$348K - $384K
|
191K
$5.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.49K+ 35.22% |
$346K - $382K
|
17.3K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.43K+ 57.5% |
$341K - $377K
|
12.1K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
4.41KNew |
$340K - $375K
|
4.41K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.3KNew |
$331K - $366K
|
4.3K
$119K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4.29K+ 11.35% |
$330K - $365K
|
42.1K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$324K - $358K
|
4.21K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.2K+ 8.76% |
$323K - $357K
|
52.1K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.19K+ 32.3% |
$323K - $357K
|
17.2K
$473K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.02K+ 18.28% |
$309K - $342K
|
26K
$716K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.97K+ 2.99% |
$306K - $338K
|
137K
$3.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.92K+ 84.2% |
$302K - $334K
|
8.58K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.92KNew |
$302K - $334K
|
3.92K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.87KNew |
$298K - $329K
|
3.87K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.8K+ 75.76% |
$292K - $323K
|
8.81K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.79KNew |
$292K - $323K
|
3.79K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.78KNew |
$291K - $322K
|
3.78K
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.73K+ 9.96% |
$287K - $317K
|
41.1K
$1.13M
|