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 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.39K- 9.09% |
$93K - $106K
|
13.9K
$406K
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.31K- 22.19% |
$87.3K - $99.6K
|
4.58K
$133K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-849- 1.08% |
$56.8K - $64.8K
|
78K
$2.28M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-845- 23.84% |
$56.5K - $64.5K
|
2.7K
$78.8K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-601- 4.78% |
$40.2K - $45.9K
|
12K
$349K
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-554- 15.95% |
$37.1K - $42.3K
|
2.92K
$85.2K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-449- 5.52% |
$30K - $34.3K
|
7.69K
$224K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-427- 14.18% |
$28.6K - $32.6K
|
2.59K
$75.4K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-401- 1.34% |
$26.8K - $30.6K
|
29.6K
$863K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-325- 8.32% |
$21.7K - $24.8K
|
3.58K
$105K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-241- 6.13% |
$16.1K - $18.4K
|
3.69K
$108K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-160- 18.8% |
$10.7K - $12.2K
|
691
$20.2K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-150- 16.67% |
$10K - $11.4K
|
750
$21.9K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-144- 14.13% |
$9.63K - $11K
|
875
$25.5K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-121- 0.21% |
$8.09K - $9.23K
|
56.8K
$1.66M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 98.68% |
$5.02K - $5.72K
|
1
$29.2
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-47- 0.06% |
$3.14K - $3.59K
|
72.9K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.71% |
$1.94K - $2.21K
|
4.03K
$118K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.19% |
$134 - $153
|
1.03K
$30.1K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-83.5K- 36.38% |
$5.9M - $6.32M
|
146K
$4.26M
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-27.6K- 29.61% |
$1.95M - $2.09M
|
65.6K
$1.91M
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-15K- 28.96% |
$1.06M - $1.13M
|
36.8K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-12.6K- 9.64% |
$892K - $955K
|
118K
$3.45M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 1.57% |
$745K - $798K
|
660K
$19.2M
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.08K- 66.25% |
$641K - $687K
|
4.62K
$135K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.74K- 1.6% |
$476K - $510K
|
414K
$12.1M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6K- 53.85% |
$424K - $454K
|
5.14K
$150K
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.63K- 2.71% |
$327K - $350K
|
166K
$4.85M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.34K- 1.35% |
$306K - $328K
|
318K
$9.27M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-4.33K- 40.38% |
$306K - $327K
|
6.39K
$186K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.43K- 2.31% |
$242K - $259K
|
145K
$4.22M
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.42K- 52.8% |
$242K - $259K
|
3.06K
$89.2K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.93KClosed |
$207K - $221K
|
0
$0
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.25K- 13.95% |
$159K - $170K
|
13.9K
$405K
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-2.02K- 2.84% |
$143K - $153K
|
69.1K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-723- 1.44% |
$51.1K - $54.7K
|
49.4K
$1.44M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-650- 6.29% |
$45.9K - $49.2K
|
9.68K
$282K
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-498- 12.66% |
$35.2K - $37.7K
|
3.44K
$100K
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-316- 6.8% |
$22.3K - $23.9K
|
4.33K
$126K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-229- 7.35% |
$16.2K - $17.3K
|
2.89K
$84.2K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-217- 1.64% |
$15.3K - $16.4K
|
13K
$380K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-156- 11.62% |
$11K - $11.8K
|
1.19K
$34.6K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-150- 42.86% |
$10.6K - $11.3K
|
200
$5.84K
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-116- 5.12% |
$8.19K - $8.78K
|
2.15K
$62.7K
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-100- 0.96% |
$7.06K - $7.57K
|
10.4K
$302K
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 5.19% |
$7.06K - $7.57K
|
1.83K
$53.3K
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-87Closed |
$6.14K - $6.58K
|
0
$0
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-70- 52.63% |
$4.94K - $5.3K
|
63
$1.84K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-40- 3.12% |
$2.83K - $3.03K
|
1.24K
$36.3K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-1- 1.04% |
$70.6 - $75.7
|
95
$2.77K
|