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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
953+ 5.34% |
$25.2K - $26.2K
|
18.8K
$513K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
894+ 1.57% |
$23.6K - $24.6K
|
57.8K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
842+ 1.96% |
$22.3K - $23.2K
|
43.9K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
807+ 3.43% |
$21.3K - $22.2K
|
24.3K
$662K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
781+ 0.57% |
$20.6K - $21.5K
|
138K
$3.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
725+ 7.12% |
$19.2K - $20K
|
10.9K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
718+ 4.59% |
$19K - $19.8K
|
16.4K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
655+ 1.33% |
$17.3K - $18K
|
49.9K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
639+ 4.15% |
$16.9K - $17.6K
|
16K
$437K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
462+ 0.63% |
$12.2K - $12.7K
|
73.2K
$1.99M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
419+ 2.98% |
$11.1K - $11.5K
|
14.5K
$395K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
397+ 3.31% |
$10.5K - $10.9K
|
12.4K
$338K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
321+ 2.32% |
$8.49K - $8.84K
|
14.1K
$385K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$7.93K - $8.26K
|
300
$8.17K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
296+ 0.12% |
$7.83K - $8.15K
|
250K
$6.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
285+ 0.55% |
$7.54K - $7.85K
|
52.5K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
209New |
$5.53K - $5.75K
|
209
$5.69K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
209+ 1.39% |
$5.53K - $5.75K
|
15.3K
$417K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
189+ 1.69% |
$5K - $5.2K
|
11.4K
$310K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
186+ 0.35% |
$4.92K - $5.12K
|
52.7K
$1.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
101+ 1.0% |
$2.67K - $2.78K
|
10.2K
$278K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
100+ 0.78% |
$2.64K - $2.75K
|
12.9K
$350K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
89+ 1.04% |
$2.35K - $2.45K
|
8.61K
$234K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
65+ 0.84% |
$1.72K - $1.79K
|
7.79K
$212K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57+ 3.56% |
$1.51K - $1.57K
|
1.66K
$45.1K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
42+ 0.99% |
$1.11K - $1.16K
|
4.3K
$117K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.17% |
$449 - $468
|
10.3K
$280K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16+ 0.05% |
$423 - $440
|
33.1K
$902K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14+ 0.19% |
$370 - $385
|
7.43K
$203K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
11+ 0.98% |
$291 - $303
|
1.13K
$30.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10+ 0.5% |
$264 - $275
|
1.99K
$54.2K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
31.1MNew |
$819M - $868M
|
31.1M
$846M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9M+ 392.9% |
$736M - $780M
|
35M
$954M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
8.56M+ 25.91% |
$226M - $239M
|
41.6M
$1.13B
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.78M+ 243.5% |
$99.6M - $106M
|
5.33M
$145M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18MNew |
$31.2M - $33.1M
|
1.18M
$32.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.01M+ 17.97% |
$26.5M - $28.1M
|
6.6M
$180M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
770K+ 28.78% |
$20.3M - $21.5M
|
3.45M
$93.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
757KNew |
$20M - $21.1M
|
757K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
656KNew |
$17.3M - $18.3M
|
656K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
593K+ 5.27% |
$15.7M - $16.6M
|
11.9M
$323M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
485K+ 114.72% |
$12.8M - $13.5M
|
907K
$24.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
466KNew |
$12.3M - $13M
|
466K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
465KNew |
$12.3M - $13M
|
465K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
455K+ 1737.67% |
$12M - $12.7M
|
481K
$13.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
407KNew |
$10.7M - $11.4M
|
407K
$11.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
343K+ 13.51% |
$9.05M - $9.59M
|
2.88M
$78.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
317KNew |
$8.36M - $8.85M
|
317K
$8.63M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
313K+ 28.83% |
$8.25M - $8.74M
|
1.4M
$38.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
298K+ 21.79% |
$7.87M - $8.34M
|
1.67M
$45.4M
|
|