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 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-331K- 38.58% |
$22.9M - $24.5M
|
527K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-330K- 70.27% |
$22.8M - $24.4M
|
139K
$3.94M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-219K- 77.36% |
$15.2M - $16.2M
|
64.2K
$1.81M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-42K- 92.78% |
$2.91M - $3.11M
|
3.27K
$92.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.1K- 49.27% |
$1.32M - $1.41M
|
19.6K
$555K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-18.2K- 71.12% |
$1.26M - $1.35M
|
7.41K
$209K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12.7K- 99.03% |
$880K - $941K
|
125
$3.53K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-12.6K- 50.77% |
$869K - $928K
|
12.2K
$344K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.17K- 9.93% |
$358K - $382K
|
46.9K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-4.08K- 23.28% |
$282K - $302K
|
13.5K
$380K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.57K- 2.69% |
$247K - $264K
|
129K
$3.65M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2KClosed |
$138K - $148K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.33K- 13.06% |
$92.3K - $98.6K
|
8.88K
$251K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 28.47% |
$79.6K - $85.1K
|
2.89K
$81.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-950- 49.38% |
$65.7K - $70.2K
|
974
$27.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-743- 6.68% |
$51.4K - $54.9K
|
10.4K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-735- 12.33% |
$50.8K - $54.3K
|
5.23K
$148K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-560- 2.28% |
$38.7K - $41.4K
|
24.1K
$680K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-540- 15.47% |
$37.4K - $39.9K
|
2.95K
$83.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-275- 5.33% |
$19K - $20.3K
|
4.89K
$138K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-222- 6.11% |
$15.4K - $16.4K
|
3.41K
$96.3K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-185- 26.02% |
$12.8K - $13.7K
|
526
$14.9K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-165- 0.6% |
$11.4K - $12.2K
|
27.5K
$776K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-133- 39.94% |
$9.2K - $9.83K
|
200
$5.65K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-108- 0.14% |
$7.47K - $7.99K
|
79.3K
$2.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-85- 1.21% |
$5.88K - $6.28K
|
6.96K
$197K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-71- 4.17% |
$4.91K - $5.25K
|
1.63K
$46.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.03% |
$69.2 - $73.9
|
3.43K
$97K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.41M- 98.37% |
$169M - $188M
|
39.8K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-443K- 90.39% |
$31.2M - $34.6M
|
47.1K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.3K- 66.76% |
$796K - $884K
|
5.64K
$159K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.01K- 47.19% |
$493K - $547K
|
7.84K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-6.35K- 7.8% |
$446K - $495K
|
75K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.24K- 2.46% |
$298K - $331K
|
168K
$4.76M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.98K- 80.03% |
$280K - $311K
|
993
$28.1K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.62K- 26.2% |
$184K - $204K
|
7.37K
$208K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.52K- 36.94% |
$177K - $197K
|
4.31K
$122K
|
|
|
Apr 20, 2023
Q1 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.25K- 30.12% |
$87.9K - $97.5K
|
2.9K
$81.9K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-400- 6.29% |
$28.1K - $31.2K
|
5.96K
$168K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-308- 28.79% |
$21.6K - $24K
|
762
$21.5K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-250- 12.97% |
$17.6K - $19.5K
|
1.68K
$47.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-236- 3.76% |
$16.6K - $18.4K
|
6.04K
$171K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-170- 47.89% |
$11.9K - $13.3K
|
185
$5.23K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-94- 41.41% |
$6.61K - $7.33K
|
133
$3.76K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-45- 1.26% |
$3.16K - $3.51K
|
3.52K
$99.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-36- 0.88% |
$2.53K - $2.81K
|
4.07K
$115K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-30- 0.35% |
$2.11K - $2.34K
|
8.48K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-29- 76.32% |
$2.04K - $2.26K
|
9
$254
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-21- 12.28% |
$1.48K - $1.64K
|
150
$4.24K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 1.32% |
$1.41K - $1.56K
|
1.5K
$42.2K
|
|