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 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
294K+ 17.6% |
$7.75M - $8.21M
|
1.96M
$53.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
280K+ 2.96% |
$7.39M - $7.83M
|
9.74M
$265M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
280KNew |
$7.39M - $7.83M
|
280K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
271K+ 39.39% |
$7.14M - $7.56M
|
958K
$26.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
270K+ 28.8% |
$7.13M - $7.55M
|
1.21M
$32.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
260KNew |
$6.87M - $7.28M
|
260K
$7.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
250KNew |
$6.59M - $6.98M
|
250K
$6.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
247K+ 310.79% |
$6.52M - $6.9M
|
327K
$8.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
243K+ 27.87% |
$6.41M - $6.79M
|
1.12M
$30.4M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
237K+ 1840.16% |
$6.25M - $6.62M
|
250K
$6.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
226K+ 401.37% |
$5.96M - $6.31M
|
282K
$7.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
214KNew |
$5.64M - $5.98M
|
214K
$5.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
210K+ 45.07% |
$5.53M - $5.86M
|
674K
$18.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
205KNew |
$5.4M - $5.72M
|
205K
$5.57M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
187K+ 279.21% |
$4.94M - $5.23M
|
254K
$6.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
180K+ 353203.91% |
$4.75M - $5.03M
|
180K
$4.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
172K+ 29.41% |
$4.55M - $4.82M
|
758K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
170KNew |
$4.49M - $4.76M
|
170K
$4.64M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
170KNew |
$4.48M - $4.75M
|
170K
$4.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
160K+ 12.47% |
$4.23M - $4.48M
|
1.45M
$39.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
154K+ 17.5% |
$4.07M - $4.32M
|
1.04M
$28.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
153KNew |
$4.04M - $4.28M
|
153K
$4.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
151K+ 2.55% |
$3.98M - $4.22M
|
6.07M
$165M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
148K+ 76.98% |
$3.91M - $4.14M
|
340K
$9.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
140K+ 22.93% |
$3.68M - $3.9M
|
748K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
133K+ 11831.29% |
$3.52M - $3.73M
|
135K
$3.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
133KNew |
$3.5M - $3.71M
|
133K
$3.62M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
123KNew |
$3.24M - $3.43M
|
123K
$3.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
118K+ 68.17% |
$3.11M - $3.3M
|
291K
$7.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
114K+ 10.47% |
$2.99M - $3.17M
|
1.2M
$32.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
111K+ 110.55% |
$2.93M - $3.11M
|
212K
$5.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
106K+ 49.38% |
$2.8M - $2.96M
|
321K
$8.73M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100K+ 11.95% |
$2.65M - $2.81M
|
941K
$25.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
99.8K+ 1168.29% |
$2.63M - $2.79M
|
108K
$2.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
97.9K+ 103.74% |
$2.58M - $2.74M
|
192K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
96.8K+ 10.97% |
$2.55M - $2.71M
|
980K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
94K+ 69.89% |
$2.48M - $2.63M
|
228K
$6.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
91.1KNew |
$2.4M - $2.55M
|
91.1K
$2.48M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
90K+ 4.13% |
$2.38M - $2.52M
|
2.27M
$61.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
86.3KNew |
$2.28M - $2.41M
|
86.3K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
85.5K+ 5.4% |
$2.25M - $2.39M
|
1.67M
$45.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
83.6K+ 11.8% |
$2.21M - $2.34M
|
792K
$21.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
82.7K+ 45.92% |
$2.18M - $2.31M
|
263K
$7.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
81.5K+ 417.95% |
$2.15M - $2.28M
|
101K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
78.3K+ 37.29% |
$2.07M - $2.19M
|
288K
$7.86M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
77.8K+ 7.56% |
$2.05M - $2.17M
|
1.11M
$30.2M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
77.1K+ 36.5% |
$2.03M - $2.15M
|
288K
$7.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
76.2K+ 18.8% |
$2.01M - $2.13M
|
482K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
75.7K+ 4.64% |
$2M - $2.12M
|
1.71M
$46.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
74.7K+ 3.53% |
$1.97M - $2.09M
|
2.19M
$59.6M
|
|