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 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.98K+ 5.55% |
$210K - $225K
|
56.6K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.92K+ 3.14% |
$206K - $221K
|
95.9K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$203K - $218K
|
2.88K
$79.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
2.87KNew |
$203K - $217K
|
2.87K
$79.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.06K+ 50.98% |
$146K - $156K
|
6.1K
$168K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
892New |
$63K - $67.5K
|
892
$24.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
550New |
$38.8K - $41.6K
|
550
$15.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
450+ 56.53% |
$31.8K - $34K
|
1.25K
$34.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
325+ 2.77% |
$23K - $24.6K
|
12.1K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
323New |
$22.8K - $24.4K
|
323
$8.9K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
319+ 106.33% |
$22.5K - $24.1K
|
619
$17.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
218+ 0.31% |
$15.4K - $16.5K
|
71.7K
$1.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
183+ 6.16% |
$12.9K - $13.8K
|
3.15K
$86.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
161New |
$11.4K - $12.2K
|
161
$4.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
150New |
$10.6K - $11.3K
|
150
$4.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
94+ 1.84% |
$6.64K - $7.11K
|
5.2K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
65New |
$4.59K - $4.92K
|
65
$1.79K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$70.6 - $75.7
|
4.51K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
65.8KNew |
$4.55M - $4.86M
|
65.8K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
32.8KNew |
$2.27M - $2.42M
|
32.8K
$903K
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
28.3KNew |
$1.96M - $2.09M
|
28.3K
$780K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
22.4K+ 8.08% |
$1.55M - $1.65M
|
299K
$8.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
17.3KNew |
$1.2M - $1.28M
|
17.3K
$478K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
13.7K+ 1.9% |
$947K - $1.01M
|
734K
$20.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13KNew |
$903K - $965K
|
13K
$360K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.8KNew |
$814K - $870K
|
11.8K
$324K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.75K+ 2.36% |
$536K - $573K
|
337K
$9.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
7.58KNew |
$524K - $560K
|
7.58K
$209K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.31KNew |
$436K - $466K
|
6.31K
$174K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.3K+ 1.71% |
$367K - $392K
|
315K
$8.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.24KNew |
$293K - $313K
|
4.24K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.2KNew |
$290K - $310K
|
4.2K
$116K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
3.76KNew |
$260K - $278K
|
3.76K
$104K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
3.64KNew |
$252K - $269K
|
3.64K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.18KNew |
$220K - $235K
|
3.18K
$87.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.89K+ 33.51% |
$200K - $214K
|
11.5K
$317K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
2.8KNew |
$193K - $207K
|
2.8K
$77K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.68KNew |
$185K - $198K
|
2.68K
$73.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.64K+ 30.03% |
$183K - $195K
|
11.4K
$315K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.26K+ 0.42% |
$156K - $167K
|
538K
$14.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.24K+ 23.17% |
$155K - $166K
|
11.9K
$328K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.04KNew |
$71.9K - $76.9K
|
1.04K
$28.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
845New |
$58.5K - $62.5K
|
845
$23.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
700New |
$48.4K - $51.8K
|
700
$19.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
640New |
$44.3K - $47.3K
|
640
$17.6K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
640New |
$44.3K - $47.3K
|
640
$17.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
630New |
$43.6K - $46.6K
|
630
$17.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
630+ 19.09% |
$43.6K - $46.6K
|
3.93K
$108K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
582New |
$40.3K - $43K
|
582
$16K
|
|