Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.38M- 94.46% |
$91M - $287M
|
198K
$5.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-108K- 98.87% |
$2.9M - $9.14M
|
1.24K
$34.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.5K- 99.6% |
$796K - $2.51M
|
120
$3.34K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-28.2K- 29.14% |
$759K - $2.4M
|
68.6K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26.3K- 10.48% |
$709K - $2.24M
|
225K
$6.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.5K- 52.48% |
$580K - $1.83M
|
19.5K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.2K- 63.85% |
$463K - $1.46M
|
9.74K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-10K- 4.95% |
$270K - $851K
|
192K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.58K- 7.49% |
$96.4K - $304K
|
44.2K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-484- 50.52% |
$13K - $41.1K
|
474
$13.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-297- 43.68% |
$8K - $25.2K
|
383
$10.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-65- 0.84% |
$1.75K - $5.52K
|
7.71K
$214K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-468K- 13.09% |
$36M - $39.8M
|
3.11M
$86.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-363K- 5.93% |
$28M - $30.9M
|
5.77M
$160M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-245K- 90.68% |
$18.9M - $20.8M
|
25.2K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-179K- 2.36% |
$13.8M - $15.2M
|
7.41M
$206M
|
|
|
Nov 14, 2024
Q3 2024
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-160K- 8.95% |
$12.3M - $13.6M
|
1.63M
$45.3M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-134K- 45.13% |
$10.3M - $11.4M
|
162K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-122K- 2.46% |
$9.4M - $10.4M
|
4.84M
$135M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-122K- 83.05% |
$9.36M - $10.3M
|
24.8K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 6.08% |
$9.25M - $10.2M
|
1.86M
$51.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 3.0% |
$7.79M - $8.6M
|
3.27M
$91M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-97.8K- 27.68% |
$7.53M - $8.32M
|
255K
$7.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.9K- 16.88% |
$7.08M - $7.82M
|
453K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-85.4K- 24.8% |
$6.58M - $7.26M
|
259K
$7.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.5K- 4.99% |
$6.36M - $7.02M
|
1.57M
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-68.3K- 99.77% |
$5.26M - $5.81M
|
158
$4.4K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-58.9K- 5.64% |
$4.54M - $5.01M
|
986K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.2K- 6.72% |
$4.17M - $4.61M
|
752K
$20.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50.1K- 37.52% |
$3.86M - $4.26M
|
83.5K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-44.8K- 63.01% |
$3.45M - $3.81M
|
26.3K
$732K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-43.8K- 12.46% |
$3.38M - $3.73M
|
308K
$8.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-39.6K- 90.05% |
$3.05M - $3.37M
|
4.37K
$122K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-39.3K- 13.52% |
$3.03M - $3.35M
|
252K
$7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 0.4% |
$2.84M - $3.14M
|
9.23M
$257M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-32.3K- 30.9% |
$2.49M - $2.75M
|
72.2K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-31K- 29.82% |
$2.39M - $2.64M
|
72.9K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-26.7K- 8.53% |
$2.06M - $2.27M
|
286K
$7.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.9K- 38.6% |
$1.99M - $2.2M
|
41.2K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-24.3K- 47.54% |
$1.88M - $2.07M
|
26.9K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-23.7K- 8.69% |
$1.82M - $2.01M
|
249K
$6.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23K- 24.16% |
$1.77M - $1.96M
|
72.2K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-20.3K- 40.38% |
$1.56M - $1.73M
|
29.9K
$833K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17.7K- 5.02% |
$1.36M - $1.5M
|
334K
$9.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15.9K- 2.45% |
$1.23M - $1.35M
|
635K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-15.2K- 9.13% |
$1.17M - $1.29M
|
151K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-14.9K- 44.15% |
$1.15M - $1.27M
|
18.9K
$526K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-14.2K- 3.39% |
$1.1M - $1.21M
|
405K
$11.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-14K- 36.66% |
$1.08M - $1.19M
|
24.2K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-13.6K- 17.32% |
$1.05M - $1.16M
|
64.9K
$1.81M
|
|