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 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.38M- 94.46% |
$91M - $287M
|
198K
$5.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-481K- 32.35% |
$13M - $40.9M
|
1.01M
$28.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-369K- 96.34% |
$9.93M - $31.3M
|
14K
$400K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-340K- 96.05% |
$9.15M - $28.9M
|
14K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-224K- 89.96% |
$6.02M - $19M
|
24.9K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-108K- 98.87% |
$2.9M - $9.14M
|
1.24K
$35.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-79.1K- 97.71% |
$2.13M - $6.72M
|
1.85K
$52.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.5K- 99.6% |
$796K - $2.51M
|
120
$3.42K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-28.2K- 29.14% |
$759K - $2.4M
|
68.6K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26.3K- 10.48% |
$709K - $2.24M
|
225K
$6.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-25.2K- 50.18% |
$678K - $2.14M
|
25K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.2K- 43.54% |
$653K - $2.06M
|
31.4K
$897K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.5K- 52.48% |
$580K - $1.83M
|
19.5K
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-20.2K- 4.97% |
$544K - $1.72M
|
386K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.2K- 63.85% |
$463K - $1.46M
|
9.74K
$278K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.2K- 13.1% |
$275K - $869K
|
67.8K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-10K- 4.95% |
$270K - $851K
|
192K
$5.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.72K- 65.57% |
$154K - $486K
|
3K
$85.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.11K- 5.12% |
$111K - $349K
|
76.3K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.83K- 20.28% |
$103K - $325K
|
15.1K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.58K- 7.49% |
$96.4K - $304K
|
44.2K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.39K- 29.8% |
$91.3K - $288K
|
7.99K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.8K- 13.79% |
$75.3K - $237K
|
17.5K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.71K- 0.39% |
$45.9K - $145K
|
431K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.43K- 6.43% |
$38.5K - $121K
|
20.8K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 64.2% |
$27.4K - $86.4K
|
567
$16.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-573- 1.4% |
$15.4K - $48.7K
|
40.2K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-484- 50.52% |
$13K - $41.1K
|
474
$13.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-470- 0.63% |
$12.7K - $39.9K
|
74.2K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-418- 61.65% |
$11.3K - $35.5K
|
260
$7.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-383- 72.68% |
$10.3K - $32.5K
|
144
$4.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-375- 93.98% |
$10.1K - $31.9K
|
24
$685
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-375- 93.98% |
$10.1K - $31.9K
|
24
$685
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-338- 12.39% |
$9.1K - $28.7K
|
2.39K
$68.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-297- 43.68% |
$8K - $25.2K
|
383
$10.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-65- 0.84% |
$1.75K - $5.52K
|
7.71K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-14- 1.6% |
$377 - $1.19K
|
861
$24.6K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-122K- 2.46% |
$9.4M - $10.4M
|
4.84M
$138M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.5K- 4.99% |
$6.36M - $7.02M
|
1.57M
$44.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-43.8K- 12.46% |
$3.38M - $3.73M
|
308K
$8.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.9K- 38.6% |
$1.99M - $2.2M
|
41.2K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-20.3K- 40.38% |
$1.56M - $1.73M
|
29.9K
$855K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.95K- 9.2% |
$689K - $761K
|
88.3K
$2.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-8.6K- 2.98% |
$662K - $731K
|
279K
$7.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.35K- 6.12% |
$643K - $710K
|
128K
$3.66M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-6.27K- 68.28% |
$483K - $534K
|
2.91K
$83.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.98K- 73.1% |
$306K - $338K
|
1.46K
$41.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3.97K- 93.41% |
$306K - $338K
|
280
$7.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.25K- 2.59% |
$250K - $276K
|
122K
$3.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.84K- 33.04% |
$219K - $241K
|
5.75K
$164K
|
|