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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-780- 8.08% |
$58.7K - $62.9K
|
8.87K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-491- 2.88% |
$36.9K - $39.6K
|
16.6K
$449K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-475- 14.86% |
$35.7K - $38.3K
|
2.72K
$73.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-211- 2.74% |
$15.9K - $17K
|
7.48K
$203K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-40- 2.56% |
$3.01K - $3.23K
|
1.52K
$41.2K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-372K- 99.91% |
$24.9M - $28.4M
|
321
$8.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72K- 56.63% |
$4.81M - $5.49M
|
55.1K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-43.4K- 93.51% |
$2.9M - $3.31M
|
3.01K
$81.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-34.3K- 90.14% |
$2.29M - $2.61M
|
3.75K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-33.9K- 10.82% |
$2.27M - $2.59M
|
280K
$7.58M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27.7K- 10.92% |
$1.85M - $2.12M
|
226K
$6.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-24.6K- 95.34% |
$1.64M - $1.87M
|
1.2K
$32.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.55K- 4.55% |
$371K - $423K
|
116K
$3.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-5.53K- 19.61% |
$370K - $422K
|
22.7K
$614K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.63K- 16.72% |
$310K - $354K
|
23.1K
$625K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-4.28K- 51.23% |
$286K - $326K
|
4.07K
$110K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-4K- 2.19% |
$267K - $305K
|
179K
$4.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-3.33K- 3.22% |
$223K - $254K
|
100K
$2.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.19K- 17.2% |
$147K - $167K
|
10.6K
$286K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.99K- 34.51% |
$133K - $152K
|
3.78K
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.79K- 40.46% |
$120K - $137K
|
2.63K
$71.4K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.31K- 22.19% |
$87.3K - $99.6K
|
4.58K
$124K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-849- 1.08% |
$56.8K - $64.8K
|
78K
$2.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-601- 4.78% |
$40.2K - $45.9K
|
12K
$324K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-554- 15.95% |
$37.1K - $42.3K
|
2.92K
$79.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-449- 5.52% |
$30K - $34.3K
|
7.69K
$208K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-401- 1.34% |
$26.8K - $30.6K
|
29.6K
$801K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-241- 6.13% |
$16.1K - $18.4K
|
3.69K
$99.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-150- 16.67% |
$10K - $11.4K
|
750
$20.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-144- 14.13% |
$9.63K - $11K
|
875
$23.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-121- 0.21% |
$8.09K - $9.23K
|
56.8K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 98.68% |
$5.02K - $5.72K
|
1
$27.1
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.71% |
$1.94K - $2.21K
|
4.03K
$109K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-83.5K- 36.38% |
$5.9M - $6.32M
|
146K
$3.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-27.6K- 29.61% |
$1.95M - $2.09M
|
65.6K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-12.6K- 9.64% |
$892K - $955K
|
118K
$3.21M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 1.57% |
$745K - $798K
|
660K
$17.9M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.08K- 66.25% |
$641K - $687K
|
4.62K
$125K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.74K- 1.6% |
$476K - $510K
|
414K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.63K- 2.71% |
$327K - $350K
|
166K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.34K- 1.35% |
$306K - $328K
|
318K
$8.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-4.33K- 40.38% |
$306K - $327K
|
6.39K
$173K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.43K- 2.31% |
$242K - $259K
|
145K
$3.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.42K- 52.8% |
$242K - $259K
|
3.06K
$82.8K
|
|
|
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
$376K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-2.02K- 2.84% |
$143K - $153K
|
69.1K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-723- 1.44% |
$51.1K - $54.7K
|
49.4K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-498- 12.66% |
$35.2K - $37.7K
|
3.44K
$93.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-316- 6.8% |
$22.3K - $23.9K
|
4.33K
$117K
|
|