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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.62K- 26.2% |
$184K - $204K
|
7.37K
$203K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.52K- 36.94% |
$177K - $197K
|
4.31K
$119K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-250- 12.97% |
$17.6K - $19.5K
|
1.68K
$46.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-236- 3.76% |
$16.6K - $18.4K
|
6.04K
$167K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-170- 47.89% |
$11.9K - $13.3K
|
185
$5.1K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-94- 41.41% |
$6.61K - $7.33K
|
133
$3.67K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-36- 0.88% |
$2.53K - $2.81K
|
4.07K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-29- 76.32% |
$2.04K - $2.26K
|
9
$248
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-21- 12.28% |
$1.48K - $1.64K
|
150
$4.14K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 1.32% |
$1.41K - $1.56K
|
1.5K
$41.2K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1Closed |
$70.3 - $78
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.61K- 25.9% |
$377K - $444K
|
16K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-5.03KClosed |
$338K - $398K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2.84K- 51.08% |
$191K - $225K
|
2.72K
$75.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.83K- 3.08% |
$123K - $145K
|
57.7K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.22K- 10.87% |
$82.1K - $96.7K
|
10K
$277K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-447- 12.02% |
$30K - $35.3K
|
3.27K
$90.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-175- 5.72% |
$11.8K - $13.8K
|
2.89K
$79.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-140- 1.9% |
$9.4K - $11.1K
|
7.24K
$200K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 51.55% |
$6.72K - $7.91K
|
94
$2.59K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-85- 0.33% |
$5.71K - $6.72K
|
25.8K
$711K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.5KClosed |
$698K - $818K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-7.69K- 9.27% |
$511K - $599K
|
75.3K
$2.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.56K- 49.16% |
$236K - $277K
|
3.68K
$101K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-2.5K- 3.67% |
$166K - $195K
|
65.5K
$1.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.36K- 7.83% |
$90.4K - $106K
|
16K
$442K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-619- 0.49% |
$41.1K - $48.2K
|
125K
$3.46M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-464- 1.61% |
$30.8K - $36.1K
|
28.3K
$781K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-330- 4.71% |
$21.9K - $25.7K
|
6.68K
$184K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-125- 3.65% |
$8.3K - $9.73K
|
3.3K
$91K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-115Closed |
$7.64K - $8.96K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-24- 29.63% |
$1.59K - $1.87K
|
57
$1.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 2.04% |
$66.4 - $77.9
|
48
$1.32K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-196K- 59.12% |
$13.8M - $15.7M
|
135K
$3.74M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-105KClosed |
$7.4M - $8.44M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-84.5K- 95.59% |
$5.94M - $6.78M
|
3.9K
$108K
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-48KClosed |
$3.37M - $3.85M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10.6K- 90.31% |
$749K - $854K
|
1.14K
$31.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-9.3KClosed |
$654K - $746K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.95K- 67.82% |
$629K - $718K
|
4.25K
$117K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8.93KClosed |
$628K - $717K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-8KClosed |
$562K - $642K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-6.28KClosed |
$441K - $504K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-5.86KClosed |
$412K - $470K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.87KClosed |
$342K - $391K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-4.82KClosed |
$339K - $387K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.64KClosed |
$326K - $372K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-4.01KClosed |
$282K - $321K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.9KClosed |
$274K - $313K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.9KClosed |
$274K - $313K
|
0
$0
|
|