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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.62KNew |
$197K - $211K
|
2.62K
$72.1K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.57KNew |
$194K - $207K
|
2.57K
$70.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2.55K+ 2.34% |
$192K - $205K
|
112K
$3.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.53KNew |
$190K - $204K
|
2.53K
$69.7K
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$190K - $203K
|
2.52K
$69.5K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.1K+ 1050.0% |
$158K - $169K
|
2.3K
$63.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.39KNew |
$104K - $112K
|
1.39K
$38.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 0.67% |
$102K - $110K
|
203K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$88.8K - $95.1K
|
1.18K
$32.5K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.04KNew |
$78.2K - $83.8K
|
1.04K
$28.6K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.02KNew |
$76.4K - $81.8K
|
1.02K
$28K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1KNew |
$75.3K - $80.6K
|
1K
$27.6K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
748New |
$56.3K - $60.3K
|
748
$20.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
650New |
$48.9K - $52.4K
|
650
$17.9K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
645+ 9.78% |
$48.5K - $52K
|
7.24K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
628+ 3.57% |
$47.3K - $50.6K
|
18.2K
$502K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
574+ 0.75% |
$43.2K - $46.3K
|
77.6K
$2.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
474New |
$35.7K - $38.2K
|
474
$13.1K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
321New |
$24.2K - $25.9K
|
321
$8.85K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
196+ 3920.0% |
$14.7K - $15.8K
|
201
$5.54K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
193+ 0.12% |
$14.5K - $15.6K
|
160K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
175New |
$13.2K - $14.1K
|
175
$4.82K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
174New |
$13.1K - $14K
|
174
$4.8K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
50+ 0.74% |
$3.76K - $4.03K
|
6.83K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
40+ 1.21% |
$3.01K - $3.23K
|
3.34K
$91.9K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
26New |
$1.96K - $2.1K
|
26
$717
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12+ 0.44% |
$903 - $968
|
2.74K
$75.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
11+ 0.38% |
$828 - $887
|
2.91K
$80.3K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.17% |
$376 - $403
|
2.87K
$79.2K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.32% |
$151 - $161
|
623
$17.2K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2+ 0.66% |
$151 - $161
|
306
$8.43K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.26MNew |
$84.2M - $96.1M
|
1.26M
$34.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
158KNew |
$10.6M - $12.1M
|
158K
$4.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
153KNew |
$10.2M - $11.7M
|
153K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
96.3KNew |
$6.44M - $7.35M
|
96.3K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
79.4KNew |
$5.31M - $6.06M
|
79.4K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
53.5KNew |
$3.58M - $4.09M
|
53.5K
$1.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
17.5KNew |
$1.17M - $1.33M
|
17.5K
$482K
|
|
|
Feb 10, 2025
Q4 2023
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
10.6KNew |
$707K - $806K
|
10.6K
$291K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
10.5KNew |
$703K - $802K
|
10.5K
$290K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
7.79KNew |
$521K - $594K
|
7.79K
$215K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.73KNew |
$517K - $590K
|
7.73K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.88K+ 191.17% |
$461K - $525K
|
10.5K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.37KNew |
$426K - $486K
|
6.37K
$175K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.04KNew |
$337K - $385K
|
5.04K
$139K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
4.7KNew |
$314K - $359K
|
4.7K
$130K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
4.69KNew |
$314K - $358K
|
4.69K
$129K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
4.59KNew |
$307K - $351K
|
4.59K
$127K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.33KNew |
$289K - $330K
|
4.33K
$119K
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
4.2KNew |
$281K - $321K
|
4.2K
$116K
|
|