Latest Institutional Sells of Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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
Sep 26, 2023 Q1 2023
Decision Point Financial, LLC

Mesa, AZ
SELL
 -
-1
Closed
$70.3 - $78
0 $0
Q4 2022
Feb 10, 2023 Q4 2022
Jackson Wealth Management, LLC

SELL
 -
-5.61K
- 25.9%
$377K - $444K
16K $453K
Feb 14, 2023 Q4 2022
Cognios Beta Neutral Large Cap Fund, LP

Prairie Village, KS
SELL
 -
-5.03K
Closed
$338K - $398K
0 $0
Jan 20, 2023 Q4 2022
Engrave Wealth Partners LLC

SELL
 -
-2.84K
- 51.08%
$191K - $225K
2.72K $76.9K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

SELL
 -
-1.83K
- 3.08%
$123K - $145K
57.7K $1.63M
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

SELL
 -
-1.22K
- 10.87%
$82.1K - $96.7K
10K $283K
Jan 26, 2023 Q4 2022
Econ Financial Services Corp

SELL
 -
-612
- 4.47%
$41.1K - $48.4K
13.1K $370K
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

SELL
 -
-447
- 12.02%
$30K - $35.3K
3.27K $92.4K
Feb 13, 2023 Q4 2022
Bank Of Marin

Novato, CA
SELL
 -
-175
- 5.72%
$11.8K - $13.8K
2.89K $81.5K
Feb 02, 2023 Q4 2022
Mgo Private Wealth, LLC

Irvine, CA
SELL
 -
-140
- 1.9%
$9.4K - $11.1K
7.24K $204K
Feb 08, 2023 Q4 2022
Institutional & Family Asset Management, LLC

SELL
 -
-100
- 51.55%
$6.72K - $7.91K
94 $2.66K
Feb 02, 2023 Q4 2022
Capital Wealth Management, LLC

W. Warwick, RI
SELL
 -
-85
- 0.33%
$5.71K - $6.72K
25.8K $728K
Feb 03, 2023 Q4 2022
Cx Institutional

SELL
 -
-32
- 0.12%
$2.15K - $2.53K
26.3K $743K
Q3 2022
Nov 14, 2022 Q3 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-10.5K
Closed
$698K - $818K
0 $0
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

SELL
 -
-7.69K
- 9.27%
$511K - $599K
75.3K $2.13M
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

SELL
 -
-3.56K
- 49.16%
$236K - $277K
3.68K $104K
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
SELL
 -
-2.5K
- 3.67%
$166K - $195K
65.5K $1.85M
Nov 09, 2022 Q3 2022
Facet Wealth, Inc.

SELL
 -
-1.36K
- 7.83%
$90.4K - $106K
16K $452K
Nov 09, 2022 Q3 2022
Fure Financial Corp

Bloomington, MN
SELL
 -
-619
- 0.49%
$41.1K - $48.2K
125K $3.54M
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

SELL
 -
-464
- 1.61%
$30.8K - $36.1K
28.3K $800K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-330
- 4.71%
$21.9K - $25.7K
6.68K $189K
Nov 04, 2022 Q3 2022
Clifford Swan Investment Counsel LLC

SELL
 -
-125
- 3.65%
$8.3K - $9.73K
3.3K $93.2K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-115
Closed
$7.64K - $8.96K
0 $0
Oct 18, 2022 Q3 2022
Level Financial Advisors, Inc.

SELL
 -
-24
- 29.63%
$1.59K - $1.87K
57 $1.61K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

SELL
 -
-1
- 2.04%
$66.4 - $77.9
48 $1.36K
Q2 2022
Aug 09, 2022 Q2 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-196K
- 59.12%
$13.8M - $15.7M
135K $3.83M
Jul 26, 2022 Q2 2022
Strategic Equity Management

SELL
 -
-105K
Closed
$7.4M - $8.44M
0 $0
Aug 15, 2022 Q2 2022
Marshall Wace, LLP

London, X0
SELL
 -
-84.5K
- 95.59%
$5.94M - $6.78M
3.9K $110K
Aug 15, 2022 Q2 2022
Transparent Wealth Partners LLC

Little Rock, AR
SELL
 -
-48K
Closed
$3.37M - $3.85M
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-10.6K
- 90.31%
$749K - $854K
1.14K $32.3K
Jul 15, 2022 Q2 2022
Home Federal Bank Of Tennessee

SELL
 -
-9.3K
Closed
$654K - $746K
0 $0
Jul 07, 2022 Q2 2022
Lbmc Investment Advisors, LLC

SELL
 -
-8.95K
- 67.82%
$629K - $718K
4.25K $120K
Aug 09, 2022 Q2 2022
Personal Wealth Partners

Bloomington, MN
SELL
 -
-8.93K
Closed
$628K - $717K
0 $0
Aug 11, 2022 Q2 2022
Bar Harbor Trust Services

Ellsworth, ME
SELL
 -
-8K
Closed
$562K - $642K
0 $0
Aug 15, 2022 Q2 2022
Chartist Inc

Seal Beach, CA
SELL
 -
-6.28K
Closed
$441K - $504K
0 $0
Aug 12, 2022 Q2 2022
Fft Wealth Management LLC

West Conshohocken, PA
SELL
 -
-5.86K
Closed
$412K - $470K
0 $0
Aug 03, 2022 Q2 2022
Laird Norton Trust Company, LLC

SELL
 -
-4.87K
Closed
$342K - $391K
0 $0
Jul 20, 2022 Q2 2022
Bullseye Investment Management, LLC

SELL
 -
-4.82K
Closed
$339K - $387K
0 $0
Aug 12, 2022 Q2 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-4.64K
Closed
$326K - $372K
0 $0
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-4.01K
Closed
$282K - $321K
0 $0
Jul 21, 2022 Q2 2022
Litman Gregory Wealth Management LLC

SELL
 -
-4K
- 21.39%
$281K - $321K
14.7K $415K
Aug 11, 2022 Q2 2022
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-3.9K
Closed
$274K - $313K
0 $0
Jul 20, 2022 Q2 2022
Fort Pitt Capital Group, LLC

SELL
 -
-3.9K
Closed
$274K - $313K
0 $0
Aug 12, 2022 Q2 2022
Cvs Health Corp

Woonsocket, RI
SELL
 -
-2.99K
- 1.0%
$211K - $240K
297K $8.39M
Jul 26, 2022 Q2 2022
Woodward Diversified Capital, LLC

SELL
 -
-2.76K
Closed
$194K - $222K
0 $0
Sep 15, 2023 Q2 2022
Cjm Wealth Advisers, Ltd.

Falls Church, VA
SELL
 -
-2.64K
Closed
$186K - $212K
0 $0
Aug 02, 2022 Q2 2022
E Rn Financial, LLC

SELL
 -
-2.56K
Closed
$180K - $205K
0 $0
Jul 27, 2022 Q2 2022
Sterling Financial Planning, Inc.

SELL
 -
-2.55K
Closed
$179K - $204K
0 $0
Jul 22, 2022 Q2 2022
Dixon Hubard Feinour & Brown Inc

SELL
 -
-1.98K
- 3.16%
$139K - $158K
60.5K $1.71M

Track Institutional and Insider Activities on SCHD

Follow SCHWAB STRATEGIC TR US DIVIDEN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHD shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Dividen insider buys or sells SCHD shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US DIVIDEN

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHD