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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.11K- 80.91% |
$160K - $169K
|
498
$14.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.74K- 5.28% |
$132K - $139K
|
31.2K
$880K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.59K- 88.35% |
$121K - $128K
|
210
$5.93K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.55K- 3.93% |
$118K - $124K
|
38K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.03K- 6.5% |
$78.2K - $82.7K
|
14.9K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 9.63% |
$75.8K - $80.2K
|
9.38K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 9.63% |
$75.8K - $80.2K
|
9.38K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1K- 95.42% |
$75.8K - $80.2K
|
48
$1.36K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-933- 50.22% |
$70.7K - $74.8K
|
925
$26.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-907- 24.96% |
$68.8K - $72.7K
|
2.73K
$77K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-857- 19.32% |
$65K - $68.7K
|
3.58K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-806- 13.98% |
$61.1K - $64.6K
|
4.96K
$140K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-700- 26.92% |
$53.1K - $56.1K
|
1.9K
$53.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-542- 0.51% |
$41.1K - $43.4K
|
105K
$2.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-518- 35.09% |
$39.3K - $41.5K
|
958
$27.1K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-480- 7.93% |
$36.4K - $38.5K
|
5.57K
$157K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-463- 13.99% |
$35.1K - $37.1K
|
2.85K
$80.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-383- 12.9% |
$29K - $30.7K
|
2.59K
$73K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-377- 6.02% |
$28.6K - $30.2K
|
5.88K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-350- 2.49% |
$26.5K - $28.1K
|
13.7K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-326- 6.02% |
$24.7K - $26.1K
|
5.09K
$144K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-325- 91.55% |
$24.6K - $26K
|
30
$848
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-288- 0.48% |
$21.8K - $23.1K
|
60.1K
$1.7M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-286- 0.34% |
$21.7K - $22.9K
|
85K
$2.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-250- 4.21% |
$19K - $20K
|
5.68K
$161K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-198- 3.33% |
$15K - $15.9K
|
5.75K
$163K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-132- 1.82% |
$10K - $10.6K
|
7.12K
$201K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-119- 2.02% |
$9.02K - $9.54K
|
5.78K
$163K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-111- 0.15% |
$8.41K - $8.9K
|
75.4K
$2.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-71- 2.68% |
$5.38K - $5.69K
|
2.58K
$73K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-68- 0.67% |
$5.16K - $5.45K
|
10.1K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-52- 0.34% |
$3.94K - $4.17K
|
15.1K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-52- 1.23% |
$3.94K - $4.17K
|
4.19K
$118K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-39- 28.06% |
$2.96K - $3.13K
|
100
$2.83K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-32- 0.28% |
$2.43K - $2.56K
|
11.4K
$321K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-20- 40.0% |
$1.52K - $1.6K
|
30
$848
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 2.74% |
$1.52K - $1.6K
|
710
$20.1K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-17- 0.29% |
$1.29K - $1.36K
|
5.77K
$163K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11- 0.73% |
$834 - $882
|
1.51K
$42.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8Closed |
$606 - $641
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-5- 0.06% |
$379 - $401
|
8.32K
$235K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-254K- 51.27% |
$19.1M - $20.5M
|
241K
$6.82M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-56.7K- 64.2% |
$4.27M - $4.57M
|
31.6K
$893K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-13.2K- 22.3% |
$993K - $1.06M
|
46K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-11.5K- 11.27% |
$866K - $928K
|
90.7K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.7K- 25.29% |
$803K - $861K
|
31.5K
$891K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-10K- 50.0% |
$753K - $806K
|
10K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.1K- 50.53% |
$384K - $411K
|
4.99K
$141K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-5.1K- 32.9% |
$384K - $411K
|
10.4K
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.55K- 42.61% |
$342K - $367K
|
6.12K
$173K
|
|