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 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
475+ 14.83% |
$36.6K - $40.4K
|
3.68K
$101K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
473+ 16.01% |
$36.4K - $40.2K
|
3.43K
$94.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
450+ 2.35% |
$34.7K - $38.3K
|
19.6K
$539K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
449+ 0.65% |
$34.6K - $38.2K
|
69.2K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
432+ 0.07% |
$33.3K - $36.7K
|
587K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
430+ 1.73% |
$33.1K - $36.6K
|
25.3K
$697K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
430New |
$33.1K - $36.6K
|
430
$11.9K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
428+ 1.12% |
$33K - $36.4K
|
38.5K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
417+ 0.24% |
$32.1K - $35.5K
|
171K
$4.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
406+ 0.97% |
$31.3K - $34.5K
|
42.3K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
399New |
$30.7K - $33.9K
|
399
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
399New |
$30.7K - $33.9K
|
399
$11K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
394+ 1.9% |
$30.3K - $33.5K
|
21.1K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
384+ 4.4% |
$29.6K - $32.7K
|
9.1K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
378+ 12.75% |
$29.1K - $32.2K
|
3.34K
$92.1K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
366+ 5.74% |
$28.2K - $31.1K
|
6.74K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
360+ 0.63% |
$27.7K - $30.6K
|
57.1K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
354+ 1.97% |
$27.3K - $30.1K
|
18.3K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
347+ 3.92% |
$26.7K - $29.5K
|
9.19K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
342+ 1.06% |
$26.3K - $29.1K
|
32.5K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
341+ 6.04% |
$26.3K - $29K
|
5.98K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
300+ 5.18% |
$23.1K - $25.5K
|
6.09K
$168K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
300New |
$23.1K - $25.5K
|
300
$8.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
288New |
$22.2K - $24.5K
|
288
$7.94K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
273+ 1.85% |
$21K - $23.2K
|
15K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
245+ 9.17% |
$18.9K - $20.8K
|
2.92K
$80.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
214+ 3.89% |
$16.5K - $18.2K
|
5.72K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
210+ 105.0% |
$16.2K - $17.9K
|
410
$11.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
209+ 1.98% |
$16.1K - $17.8K
|
10.8K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
206+ 1.96% |
$15.9K - $17.5K
|
10.7K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 24.69% |
$15.4K - $17K
|
1.01K
$27.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
200New |
$15.4K - $17K
|
200
$5.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
196+ 3920.0% |
$15.1K - $16.7K
|
201
$5.54K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
188New |
$14.5K - $16K
|
188
$5.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
187+ 1.95% |
$14.4K - $15.9K
|
9.8K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
186+ 0.22% |
$14.3K - $15.8K
|
85.1K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
179+ 6.27% |
$13.8K - $15.2K
|
3.03K
$83.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
170New |
$13.1K - $14.5K
|
170
$4.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
165+ 13.41% |
$12.7K - $14K
|
1.4K
$38.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
162+ 5.15% |
$12.5K - $13.8K
|
3.31K
$91.1K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
151+ 4.02% |
$11.6K - $12.8K
|
3.9K
$108K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
150New |
$11.6K - $12.8K
|
150
$4.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
118+ 3.5% |
$9.09K - $10K
|
3.49K
$96.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
97+ 0.36% |
$7.47K - $8.25K
|
26.8K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
91+ 0.95% |
$7.01K - $7.74K
|
9.71K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
76+ 1.66% |
$5.85K - $6.46K
|
4.64K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75+ 2.84% |
$5.78K - $6.38K
|
2.72K
$74.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
72+ 1.0% |
$5.55K - $6.12K
|
7.27K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
70+ 1.4% |
$5.39K - $5.95K
|
5.07K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
62+ 0.39% |
$4.78K - $5.27K
|
15.8K
$436K
|