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 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-387- 8.62% |
$29.8K - $32.9K
|
4.1K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-384- 7.12% |
$29.6K - $32.7K
|
5.01K
$138K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-375- 1.09% |
$28.9K - $31.9K
|
34.1K
$941K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-365- 85.88% |
$28.1K - $31K
|
60
$1.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-361- 3.59% |
$27.8K - $30.7K
|
9.7K
$267K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-351- 3.64% |
$27K - $29.9K
|
9.3K
$256K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-340- 7.17% |
$26.2K - $28.9K
|
4.4K
$121K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-333- 3.34% |
$25.6K - $28.3K
|
9.64K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-325- 3.3% |
$25K - $27.6K
|
9.53K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-323- 3.64% |
$24.9K - $27.5K
|
8.54K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-320- 0.14% |
$24.6K - $27.2K
|
221K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-313- 11.34% |
$24.1K - $26.6K
|
2.45K
$67.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-312- 1.4% |
$24K - $26.5K
|
21.9K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-294- 1.7% |
$22.6K - $25K
|
17K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-291- 5.03% |
$22.4K - $24.8K
|
5.49K
$151K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-290- 0.31% |
$22.3K - $24.7K
|
94.5K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-287- 3.09% |
$22.1K - $24.4K
|
9.02K
$248K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-277- 10.48% |
$21.3K - $23.6K
|
2.37K
$65.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-258- 96.27% |
$19.9K - $21.9K
|
10
$276
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-221- 2.09% |
$17K - $18.8K
|
10.3K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-216- 0.45% |
$16.6K - $18.4K
|
47.5K
$1.31M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-213- 0.43% |
$16.4K - $18.1K
|
49.3K
$1.36M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-205- 0.62% |
$15.8K - $17.4K
|
32.9K
$908K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-200- 4.38% |
$15.4K - $17K
|
4.36K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-191- 2.45% |
$14.7K - $16.2K
|
7.61K
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-189- 1.45% |
$14.6K - $16.1K
|
12.8K
$354K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-187- 5.36% |
$14.4K - $15.9K
|
3.3K
$91K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-178- 2.08% |
$13.7K - $15.1K
|
8.4K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-162- 77.14% |
$12.5K - $13.8K
|
48
$1.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-145- 1.83% |
$11.2K - $12.3K
|
7.77K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-139- 1.09% |
$10.7K - $11.8K
|
12.6K
$347K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-132- 48.71% |
$10.2K - $11.2K
|
139
$3.83K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-110- 1.03% |
$8.47K - $9.36K
|
10.6K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-92- 1.17% |
$7.09K - $7.83K
|
7.78K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-86- 1.21% |
$6.62K - $7.32K
|
7.01K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-85- 2.57% |
$6.55K - $7.23K
|
3.22K
$88.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-81- 0.42% |
$6.24K - $6.89K
|
19.2K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-80- 22.54% |
$6.16K - $6.8K
|
275
$7.58K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-77- 0.23% |
$5.93K - $6.55K
|
33.6K
$927K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-70- 2.51% |
$5.39K - $5.95K
|
2.72K
$75K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-70- 0.69% |
$5.39K - $5.95K
|
10K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-68- 0.72% |
$5.24K - $5.78K
|
9.39K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 0.7% |
$4.08K - $4.51K
|
7.49K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-50- 1.22% |
$3.85K - $4.25K
|
4.06K
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 22.12% |
$3.85K - $4.25K
|
176
$4.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-47- 1.49% |
$3.62K - $4K
|
3.1K
$85.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-40- 0.42% |
$3.08K - $3.4K
|
9.52K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-38- 0.6% |
$2.93K - $3.23K
|
6.27K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-33- 0.82% |
$2.54K - $2.81K
|
3.97K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.47% |
$2.31K - $2.55K
|
6.39K
$176K
|