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
|
Gen Wealth Group, Inc.
|
BUY
|
- |
14.3KNew |
$376K - $398K
|
14.3K
$388K
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
13.9K+ 9.64% |
$366K - $388K
|
158K
$4.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13.8KNew |
$365K - $387K
|
13.8K
$377K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.8K+ 8.42% |
$365K - $387K
|
178K
$4.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.8KNew |
$364K - $386K
|
13.8K
$376K
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 2.71% |
$362K - $384K
|
520K
$14.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
13.6K+ 125.22% |
$360K - $381K
|
24.5K
$668K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.6K+ 5.62% |
$358K - $380K
|
255K
$6.95M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
13.4K+ 3259.12% |
$353K - $374K
|
13.8K
$376K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.4K+ 0.7% |
$353K - $374K
|
1.92M
$52.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
13.2K+ 88.21% |
$349K - $370K
|
28.2K
$769K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
13K+ 3.43% |
$343K - $364K
|
393K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13K+ 1.12% |
$343K - $364K
|
1.18M
$32.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 2.29% |
$341K - $362K
|
578K
$15.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12.9KNew |
$340K - $360K
|
12.9K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
12.8K+ 4.13% |
$338K - $358K
|
323K
$8.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.7K+ 12.12% |
$335K - $355K
|
118K
$3.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.6K+ 9.24% |
$333K - $353K
|
149K
$4.06M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6KNew |
$333K - $352K
|
12.6K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
12.4K+ 4.37% |
$328K - $347K
|
296K
$8.07M
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
12.4KNew |
$327K - $346K
|
12.4K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
12.3K+ 24.11% |
$326K - $345K
|
63.5K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12.1K+ 12.24% |
$319K - $338K
|
111K
$3.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12K+ 48.92% |
$317K - $336K
|
36.6K
$996K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12K+ 22.1% |
$316K - $335K
|
66.2K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$314K - $333K
|
11.9K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
11.3K+ 3.84% |
$299K - $317K
|
307K
$8.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 4.81% |
$299K - $317K
|
247K
$6.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
11.3KNew |
$299K - $317K
|
11.3K
$309K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.3K+ 2.46% |
$299K - $316K
|
471K
$12.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
11.3K+ 3.19% |
$298K - $316K
|
366K
$9.96M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.1K+ 6.71% |
$293K - $311K
|
177K
$4.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
11.1K+ 13.28% |
$293K - $310K
|
94.6K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11.1K+ 66.63% |
$293K - $310K
|
27.7K
$755K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11K+ 4.32% |
$290K - $308K
|
266K
$7.24M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
11K+ 5.21% |
$290K - $308K
|
222K
$6.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11K+ 8.11% |
$290K - $308K
|
147K
$4M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.9KNew |
$286K - $303K
|
10.9K
$296K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8K+ 8.23% |
$286K - $303K
|
142K
$3.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.8K+ 3.3% |
$285K - $302K
|
338K
$9.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
10.7K+ 6.23% |
$283K - $300K
|
183K
$4.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10.7K+ 11.0% |
$282K - $299K
|
108K
$2.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
10.7K+ 9.18% |
$281K - $298K
|
127K
$3.46M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.6K+ 3.02% |
$281K - $297K
|
363K
$9.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10.5K+ 33.42% |
$276K - $292K
|
41.8K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 5.64% |
$276K - $292K
|
196K
$5.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
10.4KNew |
$274K - $290K
|
10.4K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.4KNew |
$273K - $289K
|
10.4K
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.3K+ 21.93% |
$271K - $287K
|
57.1K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.3K+ 8.26% |
$271K - $287K
|
135K
$3.66M
|
|