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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.43M- 47.16% |
$484M - $518M
|
7.2M
$566M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.4M- 77.71% |
$180M - $193M
|
687K
$54M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.21M- 15.34% |
$91M - $97.5M
|
6.68M
$524M
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1M- 98.49% |
$75.4M - $80.8M
|
15.3K
$1.2M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-791K- 35.92% |
$59.5M - $63.8M
|
1.41M
$111M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-658K- 14.73% |
$49.5M - $53M
|
3.81M
$299M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-629K- 5.49% |
$47.3M - $50.7M
|
10.8M
$852M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-542K- 85.3% |
$40.8M - $43.7M
|
93.3K
$7.33M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-521K- 7.88% |
$39.2M - $42M
|
6.09M
$478M
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-483K- 98.96% |
$36.4M - $39M
|
5.06K
$398K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-362K- 34.38% |
$27.2M - $29.2M
|
690K
$54.2M
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-359K- 75.33% |
$27M - $29M
|
118K
$9.25M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-323K- 43.61% |
$24.3M - $26M
|
417K
$32.8M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-226K- 96.25% |
$17M - $18.2M
|
8.82K
$693K
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-206K- 69.54% |
$15.5M - $16.6M
|
90.5K
$7.11M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-169K- 43.87% |
$12.7M - $13.6M
|
216K
$17M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-166K- 3.15% |
$12.5M - $13.4M
|
5.12M
$402M
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-164K- 80.17% |
$12.4M - $13.3M
|
40.7K
$3.2M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-164K- 75.13% |
$12.4M - $13.2M
|
54.4K
$4.27M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-160K- 3.68% |
$12.1M - $12.9M
|
4.2M
$330M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-160K- 3.08% |
$12M - $12.9M
|
5.04M
$396M
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-154K- 83.45% |
$11.6M - $12.4M
|
30.5K
$2.4M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-150K- 44.29% |
$11.3M - $12.1M
|
189K
$14.9M
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-140K- 82.63% |
$10.6M - $11.3M
|
29.5K
$2.32M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-131K- 86.59% |
$9.83M - $10.5M
|
20.2K
$1.59M
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-128K- 86.7% |
$9.62M - $10.3M
|
19.6K
$1.54M
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-127K- 7.67% |
$9.54M - $10.2M
|
1.53M
$120M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-126K- 39.24% |
$9.46M - $10.1M
|
195K
$15.3M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-119K- 44.06% |
$8.97M - $9.62M
|
151K
$11.9M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-112K- 29.24% |
$8.43M - $9.03M
|
271K
$21.3M
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-112K- 75.28% |
$8.4M - $9M
|
36.7K
$2.88M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-111K- 44.31% |
$8.32M - $8.92M
|
139K
$10.9M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-102K- 66.8% |
$7.67M - $8.22M
|
50.7K
$3.98M
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-99K- 17.69% |
$7.45M - $7.98M
|
461K
$36.2M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75.2K- 6.54% |
$5.66M - $6.07M
|
1.07M
$84.4M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-73.3K- 3.66% |
$5.52M - $5.91M
|
1.93M
$152M
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-73.3K- 61.99% |
$5.52M - $5.91M
|
44.9K
$3.53M
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-67.4K- 39.55% |
$5.07M - $5.44M
|
103K
$8.1M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-65.8K- 5.3% |
$4.95M - $5.3M
|
1.18M
$92.4M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65.7K- 97.94% |
$4.95M - $5.3M
|
1.38K
$109K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-64.3K- 13.34% |
$4.84M - $5.18M
|
417K
$32.8M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-60.9K- 76.8% |
$4.59M - $4.91M
|
18.4K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-57.8K- 14.66% |
$4.35M - $4.66M
|
336K
$26.4M
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-56.7K- 64.2% |
$4.27M - $4.57M
|
31.6K
$2.48M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-56.4K- 59.21% |
$4.24M - $4.55M
|
38.8K
$3.05M
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-55.2K- 8.91% |
$4.15M - $4.45M
|
565K
$44.4M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-53.5K- 55.59% |
$4.02M - $4.31M
|
42.7K
$3.36M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-53.4K- 4.22% |
$4.02M - $4.31M
|
1.21M
$95.3M
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-53.3K- 46.24% |
$4.01M - $4.3M
|
62K
$4.87M
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-53K- 15.38% |
$3.99M - $4.28M
|
292K
$22.9M
|