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 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.08M- 98.78% |
$237M - $262M
|
37.9K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-468K- 13.09% |
$36M - $39.8M
|
3.11M
$91.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-363K- 5.93% |
$28M - $30.9M
|
5.77M
$170M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-344K- 66.97% |
$26.5M - $29.2M
|
170K
$5.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-245K- 90.68% |
$18.9M - $20.8M
|
25.2K
$743K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-183K- 42.12% |
$14.1M - $15.6M
|
251K
$7.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-180K- 20.83% |
$13.9M - $15.3M
|
685K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-179K- 2.36% |
$13.8M - $15.2M
|
7.41M
$219M
|
|
|
Nov 14, 2024
Q3 2024
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-160K- 8.95% |
$12.3M - $13.6M
|
1.63M
$48M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-134K- 45.13% |
$10.3M - $11.4M
|
162K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-122K- 2.46% |
$9.4M - $10.4M
|
4.84M
$143M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-122K- 83.05% |
$9.36M - $10.3M
|
24.8K
$733K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 6.08% |
$9.25M - $10.2M
|
1.86M
$54.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-102K- 26.53% |
$7.89M - $8.72M
|
284K
$8.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 3.0% |
$7.79M - $8.6M
|
3.27M
$96.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-97.8K- 27.68% |
$7.53M - $8.32M
|
255K
$7.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-93.2K- 60.89% |
$7.18M - $7.93M
|
59.8K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.9K- 16.88% |
$7.08M - $7.82M
|
453K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-85.4K- 24.8% |
$6.58M - $7.26M
|
259K
$7.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.5K- 4.99% |
$6.36M - $7.02M
|
1.57M
$46.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-79.7K- 12.19% |
$6.14M - $6.78M
|
574K
$17M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-74.4K- 16.41% |
$5.73M - $6.33M
|
379K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-71.6K- 73.62% |
$5.51M - $6.09M
|
25.7K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-68.3K- 99.77% |
$5.26M - $5.81M
|
158
$4.67K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-62.3K- 5.66% |
$4.8M - $5.3M
|
1.04M
$30.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-58.9K- 5.64% |
$4.54M - $5.01M
|
986K
$29.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-57.2K- 13.31% |
$4.41M - $4.87M
|
373K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.2K- 6.72% |
$4.17M - $4.61M
|
752K
$22.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50.1K- 37.52% |
$3.86M - $4.26M
|
83.5K
$2.47M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-46.5K- 52.64% |
$3.58M - $3.95M
|
41.8K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-44.8K- 63.01% |
$3.45M - $3.81M
|
26.3K
$777K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-43.8K- 12.46% |
$3.38M - $3.73M
|
308K
$9.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-41.6K- 11.48% |
$3.2M - $3.54M
|
320K
$9.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-40.4K- 41.78% |
$3.11M - $3.44M
|
56.3K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-39.6K- 90.05% |
$3.05M - $3.37M
|
4.37K
$129K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-39.3K- 13.52% |
$3.03M - $3.35M
|
252K
$7.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 0.4% |
$2.84M - $3.14M
|
9.23M
$273M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-32.3K- 30.9% |
$2.49M - $2.75M
|
72.2K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-31K- 29.82% |
$2.39M - $2.64M
|
72.9K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-30.1K- 13.02% |
$2.32M - $2.56M
|
201K
$5.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-26.7K- 8.53% |
$2.06M - $2.27M
|
286K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.9K- 38.6% |
$1.99M - $2.2M
|
41.2K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-25K- 23.81% |
$1.93M - $2.13M
|
80K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-24.3K- 47.54% |
$1.88M - $2.07M
|
26.9K
$794K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-24K- 12.3% |
$1.84M - $2.04M
|
171K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-23.7K- 8.69% |
$1.82M - $2.01M
|
249K
$7.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23K- 24.16% |
$1.77M - $1.96M
|
72.2K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-20.9K- 21.27% |
$1.61M - $1.78M
|
77.6K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-20.3K- 40.38% |
$1.56M - $1.73M
|
29.9K
$884K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19.1K- 3.83% |
$1.47M - $1.63M
|
481K
$14.2M
|