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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
4.32K+ 1.18% |
$303K - $346K
|
371K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.3KNew |
$232K - $265K
|
3.3K
$91.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.08KNew |
$217K - $247K
|
3.08K
$85.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
2.61K+ 97.97% |
$184K - $209K
|
5.27K
$147K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.61KNew |
$113K - $129K
|
1.61K
$44.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.32K+ 3.53% |
$92.8K - $106K
|
38.7K
$1.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
959+ 2.3% |
$67.4K - $77K
|
42.6K
$1.18M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
750New |
$52.7K - $60.2K
|
750
$20.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
440New |
$30.9K - $35.3K
|
440
$12.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
281New |
$19.8K - $22.5K
|
281
$7.81K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
232New |
$16.3K - $18.6K
|
232
$6.45K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
181+ 1.53% |
$12.7K - $14.5K
|
12K
$333K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
145+ 5.26% |
$10.2K - $11.6K
|
2.9K
$80.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
140+ 0.91% |
$9.84K - $11.2K
|
15.5K
$432K
|
|
|
Jul 27, 2022
Q2 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
137+ 4.62% |
$9.63K - $11K
|
3.1K
$86.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
53+ 25.24% |
$3.73K - $4.25K
|
263
$7.31K
|
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
39+ 0.98% |
$2.74K - $3.13K
|
4K
$111K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.35% |
$703 - $802
|
2.87K
$79.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$70.3 - $80.2
|
4.27K
$119K
|
|
| Q1 2022 | |||||||
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
16.2K+ 50.9% |
$1.22M - $1.33M
|
48K
$1.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
3.25KNew |
$244K - $266K
|
3.25K
$90.3K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.29K+ 286.0% |
$172K - $187K
|
3.09K
$85.8K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
650+ 6.93% |
$48.8K - $53.3K
|
10K
$279K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
650New |
$48.8K - $53.3K
|
650
$18.1K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
50New |
$3.76K - $4.1K
|
50
$1.39K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
13+ 0.42% |
$977 - $1.07K
|
3.11K
$86.5K
|
|
| Q4 2021 | |||||||
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
13.4K+ 75.26% |
$1M - $1.08M
|
31.2K
$867K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
CALL |
10KNew |
$749K - $809K
|
10K
$278K
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
3.88KNew |
$291K - $314K
|
3.88K
$108K
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
2.8KNew |
$210K - $226K
|
2.8K
$77.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.5KNew |
$187K - $202K
|
2.5K
$69.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
606New |
$45.4K - $49K
|
606
$16.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
295New |
$22.1K - $23.9K
|
295
$8.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
91New |
$6.82K - $7.36K
|
91
$2.53K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
64New |
$4.8K - $5.18K
|
64
$1.78K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
24.9KNew |
$1.85M - $1.95M
|
24.9K
$693K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
20New |
$1.48K - $1.56K
|
20
$556
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
44.1KNew |
$3.24M - $3.43M
|
44.1K
$1.23M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.06KNew |
$371K - $393K
|
5.06K
$141K
|
|
|
Jul 16, 2021
Q2 2021
|
Riverview Trust CO
|
BUY
|
- |
400New |
$29.3K - $31.1K
|
400
$11.1K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
9.28KNew |
$508K - $605K
|
9.28K
$258K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.98KNew |
$109K - $129K
|
1.98K
$55.1K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
27.1KNew |
$1.37M - $1.59M
|
27.1K
$754K
|
|
|
Nov 12, 2020
Q3 2020
|
Corundum Group, Inc.
|
BUY
|
- |
3.74KNew |
$188K - $219K
|
3.74K
$104K
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
39New |
$1.96K - $2.28K
|
39
$1.08K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
130+ 0.23% |
$5.66K - $7.35K
|
56.3K
$1.57M
|
|
| Q1 2018 | |||||||
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
55+ 23.91% |
N/A
|
285
$7.92K
|
|
| Q3 2017 | |||||||
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
5.81KNew |
N/A
|
5.81K
$161K
|
|