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 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10.1KNew |
$266K - $282K
|
10.1K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.1K+ 4.0% |
$266K - $282K
|
262K
$7.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.1KNew |
$266K - $282K
|
10.1K
$275K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
10.1K+ 2.27% |
$266K - $281K
|
454K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10.1K+ 119.79% |
$266K - $281K
|
18.5K
$503K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
9.99KNew |
$264K - $279K
|
9.99K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
9.83K+ 3.32% |
$259K - $275K
|
306K
$8.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
9.83K+ 17.59% |
$259K - $275K
|
65.7K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
9.74K+ 10.79% |
$257K - $272K
|
100K
$2.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
9.62K+ 6.81% |
$254K - $269K
|
151K
$4.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
9.56KNew |
$252K - $267K
|
9.56K
$260K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9.52K+ 0.48% |
$251K - $266K
|
2.01M
$54.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.5K+ 5.97% |
$251K - $265K
|
169K
$4.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
9.22K+ 2.62% |
$243K - $258K
|
362K
$9.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.2K+ 51.71% |
$243K - $257K
|
27K
$735K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
9.16K+ 6.13% |
$242K - $256K
|
159K
$4.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
9.07KNew |
$239K - $254K
|
9.07K
$247K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.06K+ 29.7% |
$239K - $253K
|
39.6K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.9K+ 5.16% |
$235K - $249K
|
181K
$4.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.88KNew |
$234K - $248K
|
8.88K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.83KNew |
$233K - $247K
|
8.83K
$241K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.82K+ 5.56% |
$233K - $246K
|
167K
$4.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
8.73K+ 1.84% |
$230K - $244K
|
483K
$13.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.7K+ 1.64% |
$229K - $243K
|
540K
$14.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.65K+ 1.72% |
$228K - $242K
|
512K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
8.62KNew |
$228K - $241K
|
8.62K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.62K+ 19.91% |
$227K - $241K
|
51.9K
$1.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
8.58KNew |
$226K - $240K
|
8.58K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.51K+ 7.04% |
$225K - $238K
|
129K
$3.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.49K+ 25.83% |
$224K - $237K
|
41.4K
$1.13M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8.36K+ 272.1% |
$221K - $234K
|
11.4K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.35K+ 22.53% |
$220K - $233K
|
45.4K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
8.34KNew |
$220K - $233K
|
8.34K
$227K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
8.32KNew |
$219K - $232K
|
8.32K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
8.16K+ 92.37% |
$215K - $228K
|
17K
$463K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.14K+ 7.68% |
$215K - $227K
|
114K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.13K+ 7.73% |
$214K - $227K
|
113K
$3.08M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.11K+ 2.72% |
$214K - $227K
|
307K
$8.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.02K+ 2.65% |
$212K - $224K
|
311K
$8.46M
|
|
|
Nov 06, 2025
Q3 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
8.02KNew |
$212K - $224K
|
8.02K
$218K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8K+ 101.57% |
$211K - $224K
|
15.9K
$433K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.91KNew |
$209K - $221K
|
7.91K
$215K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.87K+ 27.73% |
$208K - $220K
|
36.3K
$988K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
7.83K+ 4.19% |
$207K - $219K
|
195K
$5.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.78K+ 16.45% |
$205K - $217K
|
55.1K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.76KNew |
$205K - $217K
|
7.76K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7.75K+ 7.18% |
$204K - $217K
|
116K
$3.15M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
7.7K+ 1.3% |
$203K - $215K
|
598K
$16.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.64KNew |
$202K - $214K
|
7.64K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.57K+ 1.61% |
$200K - $212K
|
477K
$13M
|
|