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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-57- 0.84% |
$4.39K - $4.85K
|
6.73K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 0.7% |
$4.08K - $4.51K
|
7.49K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-50- 1.22% |
$3.85K - $4.25K
|
4.06K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 22.12% |
$3.85K - $4.25K
|
176
$4.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-48- 1.02% |
$3.7K - $4.08K
|
4.64K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-47- 1.49% |
$3.62K - $4K
|
3.1K
$86.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-44- 0.58% |
$3.39K - $3.74K
|
7.6K
$211K
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-40- 0.42% |
$3.08K - $3.4K
|
9.52K
$265K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-38- 0.6% |
$2.93K - $3.23K
|
6.27K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-33- 0.82% |
$2.54K - $2.81K
|
3.97K
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-31- 0.47% |
$2.39K - $2.64K
|
6.6K
$184K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.47% |
$2.31K - $2.55K
|
6.39K
$178K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-28- 0.13% |
$2.16K - $2.38K
|
21.8K
$607K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-26- 0.99% |
$2K - $2.21K
|
2.61K
$72.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-25- 0.94% |
$1.93K - $2.13K
|
2.64K
$73.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-25Closed |
$1.93K - $2.13K
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-25- 0.23% |
$1.93K - $2.13K
|
11K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-23- 0.85% |
$1.77K - $1.96K
|
2.67K
$74.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-22- 0.46% |
$1.69K - $1.87K
|
4.77K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-15- 0.16% |
$1.16K - $1.28K
|
9.63K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
SELL
|
- |
-13- 0.37% |
$1K - $1.11K
|
3.48K
$96.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13- 0.02% |
$1K - $1.11K
|
77.6K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-12- 0.33% |
$924 - $1.02K
|
3.59K
$99.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-11- 0.22% |
$847 - $936
|
5.05K
$140K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 3.59% |
$616 - $680
|
215
$5.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6- 0.11% |
$462 - $510
|
5.55K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.07% |
$385 - $425
|
7.36K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.01% |
$77 - $85.1
|
11.5K
$320K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.03% |
$77 - $85.1
|
3.5K
$97.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$77 - $85.1
|
58.1K
$1.62M
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-229K- 47.68% |
$17.4M - $18.4M
|
251K
$7M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-139K- 69.8% |
$10.5M - $11.1M
|
60K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-73.1K- 79.53% |
$5.54M - $5.86M
|
18.8K
$523K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-50.7K- 40.38% |
$3.84M - $4.06M
|
74.9K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-48.1K- 94.59% |
$3.65M - $3.86M
|
2.75K
$76.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.6K- 46.73% |
$1.41M - $1.49M
|
21.2K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.7K- 26.45% |
$1.11M - $1.18M
|
40.8K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-14.1K- 98.47% |
$1.07M - $1.13M
|
220
$6.12K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.6K- 49.43% |
$878K - $929K
|
11.9K
$330K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.15K- 55.34% |
$542K - $573K
|
5.77K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 16.63% |
$505K - $534K
|
33.4K
$930K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.56K- 98.54% |
$498K - $526K
|
97
$2.7K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.98K- 94.99% |
$302K - $319K
|
210
$5.84K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.93K- 46.85% |
$222K - $235K
|
3.33K
$92.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.9K- 49.53% |
$220K - $233K
|
2.96K
$82.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.7K- 33.0% |
$204K - $216K
|
5.47K
$152K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.11K- 80.91% |
$160K - $169K
|
498
$13.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.74K- 5.28% |
$132K - $139K
|
31.2K
$867K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.55K- 3.93% |
$118K - $124K
|
38K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 9.63% |
$75.8K - $80.2K
|
9.38K
$261K
|
|