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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
84.5K+ 217.7% |
$6.51M - $7.19M
|
123K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
83.1KNew |
$6.4M - $7.07M
|
83.1K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
82.1KNew |
$6.33M - $6.99M
|
82.1K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
81.8KNew |
$6.3M - $6.96M
|
81.8K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
77.7K+ 407.82% |
$5.98M - $6.61M
|
96.8K
$2.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
75.8K+ 213.17% |
$5.84M - $6.44M
|
111K
$3.01M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
74.7KNew |
$5.75M - $6.35M
|
74.7K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
73.3K+ 8.74% |
$5.64M - $6.23M
|
912K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
71.1KNew |
$5.48M - $6.05M
|
71.1K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
70.9K+ 1.69% |
$5.46M - $6.03M
|
4.26M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
69.2K+ 155.57% |
$5.33M - $5.89M
|
114K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
68.2KNew |
$5.25M - $5.8M
|
68.2K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.9K+ 2.4% |
$5.15M - $5.69M
|
2.86M
$77.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
66.6K+ 20.09% |
$5.13M - $5.67M
|
398K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
64.6KNew |
$4.98M - $5.49M
|
64.6K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
64.3K+ 171.21% |
$4.95M - $5.47M
|
102K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
62.4K+ 8.27% |
$4.8M - $5.31M
|
816K
$22M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
60.5K+ 41.14% |
$4.66M - $5.15M
|
208K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
59.7K+ 160.68% |
$4.6M - $5.08M
|
96.9K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
58.2KNew |
$4.48M - $4.95M
|
58.2K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
57.5K+ 3.77% |
$4.43M - $4.89M
|
1.59M
$42.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
54.6K+ 70.45% |
$4.2M - $4.64M
|
132K
$3.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
50.6KNew |
$3.9M - $4.31M
|
50.6K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
50.6K+ 4.7% |
$3.89M - $4.3M
|
1.13M
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50.5KNew |
$3.89M - $4.3M
|
50.5K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50.1K+ 3.29% |
$3.86M - $4.27M
|
1.57M
$42.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.9K+ 4.4% |
$3.84M - $4.24M
|
1.18M
$32M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
49.3K+ 193.76% |
$3.8M - $4.19M
|
74.7K
$2.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
49.2K+ 75.84% |
$3.79M - $4.18M
|
114K
$3.08M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
48.8K+ 329.19% |
$3.76M - $4.15M
|
63.6K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
48.7K+ 35.7% |
$3.75M - $4.14M
|
185K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
48.1K+ 49.65% |
$3.7M - $4.09M
|
145K
$3.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
45.8K+ 138.02% |
$3.52M - $3.89M
|
78.9K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
44.4K+ 28.03% |
$3.42M - $3.78M
|
203K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
44.3KNew |
$3.41M - $3.77M
|
44.3K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
42.5K+ 5.36% |
$3.27M - $3.61M
|
835K
$22.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
42.1K+ 22.38% |
$3.25M - $3.58M
|
230K
$6.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42K+ 20.94% |
$3.23M - $3.57M
|
242K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.8K+ 25.94% |
$3.22M - $3.56M
|
203K
$5.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
40.8KNew |
$3.14M - $3.47M
|
40.8K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.3K+ 9.38% |
$3.1M - $3.43M
|
470K
$12.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
40.2K+ 44.59% |
$3.1M - $3.42M
|
130K
$3.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.6K+ 0.68% |
$3.05M - $3.37M
|
5.89M
$159M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39.1K+ 4.86% |
$3.01M - $3.32M
|
843K
$22.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
36.9K+ 7.11% |
$2.84M - $3.14M
|
556K
$15M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
36.8K+ 16.33% |
$2.84M - $3.13M
|
262K
$7.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
36K+ 32.57% |
$2.77M - $3.06M
|
147K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.3K+ 173.22% |
$2.72M - $3M
|
55.7K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 9.73% |
$2.69M - $2.97M
|
394K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
34K+ 17.08% |
$2.62M - $2.89M
|
233K
$6.3M
|