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, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.4K+ 8.44% |
$934K - $990K
|
455K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35.3K+ 68.5% |
$932K - $988K
|
86.9K
$2.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
34.5K+ 22.95% |
$911K - $965K
|
185K
$5.04M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.5K+ 0.59% |
$883K - $936K
|
5.68M
$155M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
33.4KNew |
$882K - $935K
|
33.4K
$911K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
32.6K+ 88.12% |
$861K - $912K
|
69.7K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
32.2KNew |
$849K - $900K
|
32.2K
$877K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
32K+ 51.94% |
$845K - $895K
|
93.7K
$2.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31.8K+ 1.05% |
$839K - $889K
|
3.06M
$83.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
31.7K+ 2.39% |
$837K - $887K
|
1.36M
$37M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
31.7KNew |
$836K - $886K
|
31.7K
$864K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
31.5KNew |
$831K - $881K
|
31.5K
$858K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
31.5K+ 3.08% |
$830K - $880K
|
1.05M
$28.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
31.4K+ 40.19% |
$829K - $878K
|
110K
$2.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31.2K+ 9.11% |
$824K - $873K
|
374K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
30.9K+ 7.39% |
$816K - $865K
|
450K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
30.7K+ 7.09% |
$810K - $858K
|
463K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30.6KNew |
$806K - $854K
|
30.6K
$832K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
30.4K+ 155.91% |
$802K - $850K
|
49.9K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
30.1K+ 3.03% |
$794K - $841K
|
1.02M
$27.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
29.9KNew |
$790K - $837K
|
29.9K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
29.7KNew |
$785K - $831K
|
29.7K
$810K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
29.2K+ 72.94% |
$771K - $817K
|
69.3K
$1.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.1KNew |
$768K - $814K
|
29.1K
$793K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
29K+ 1.67% |
$766K - $812K
|
1.77M
$48.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
28.1K+ 82.75% |
$742K - $786K
|
62.1K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
28K+ 7.45% |
$739K - $783K
|
404K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27.9K+ 7.52% |
$735K - $778K
|
398K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.6K+ 6.67% |
$727K - $770K
|
441K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
27.3K+ 7.12% |
$720K - $763K
|
410K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
27.2K+ 6.29% |
$717K - $759K
|
459K
$12.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
27K+ 13.04% |
$711K - $753K
|
234K
$6.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
26.9K+ 432.06% |
$709K - $751K
|
33.1K
$901K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.4K+ 4.13% |
$697K - $739K
|
667K
$18.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
26.3K+ 63.47% |
$692K - $734K
|
67.6K
$1.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
26.2K+ 83.51% |
$691K - $732K
|
57.6K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26.1K+ 15.01% |
$688K - $729K
|
200K
$5.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26.1KNew |
$688K - $729K
|
26.1K
$711K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
26K+ 5.89% |
$687K - $728K
|
468K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
25.9K+ 50.51% |
$682K - $723K
|
77K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.2K+ 0.58% |
$664K - $703K
|
4.4M
$120M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
25KNew |
$659K - $698K
|
25K
$680K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
24.7K+ 140.43% |
$651K - $690K
|
42.3K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
24.7K+ 3.48% |
$651K - $690K
|
733K
$20M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
24.6K+ 5.52% |
$650K - $689K
|
471K
$12.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
24.3KNew |
$642K - $680K
|
24.3K
$663K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23.5K+ 3.73% |
$620K - $657K
|
654K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4K+ 36.12% |
$618K - $655K
|
88.3K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
23.2K+ 78.66% |
$613K - $649K
|
52.8K
$1.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
22.8K+ 25.06% |
$602K - $638K
|
114K
$3.1M
|
|