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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-422- 69.87% |
$32.5K - $35.9K
|
182
$5K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-365- 85.88% |
$28.1K - $31K
|
60
$1.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-340- 7.17% |
$26.2K - $28.9K
|
4.4K
$121K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-189- 1.45% |
$14.6K - $16.1K
|
12.8K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-162- 77.14% |
$12.5K - $13.8K
|
48
$1.32K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-90- 2.08% |
$6.93K - $7.66K
|
4.24K
$116K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-229K- 47.68% |
$17.4M - $18.4M
|
251K
$6.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-48.1K- 94.59% |
$3.65M - $3.86M
|
2.75K
$75.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.6K- 46.73% |
$1.41M - $1.49M
|
21.2K
$582K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.6K- 49.43% |
$878K - $929K
|
11.9K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 16.63% |
$505K - $534K
|
33.4K
$919K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.56K- 98.54% |
$498K - $526K
|
97
$2.67K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.7K- 33.0% |
$204K - $216K
|
5.47K
$150K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.13K- 1.56% |
$162K - $171K
|
134K
$3.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.74K- 5.28% |
$132K - $139K
|
31.2K
$856K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.63K- 10.62% |
$123K - $130K
|
13.7K
$376K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.55K- 3.93% |
$118K - $124K
|
38K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 9.63% |
$75.8K - $80.2K
|
9.38K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 9.63% |
$75.8K - $80.2K
|
9.38K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-542- 0.51% |
$41.1K - $43.4K
|
105K
$2.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-288- 0.48% |
$21.8K - $23.1K
|
60.1K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-132- 1.82% |
$10K - $10.6K
|
7.12K
$196K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-111- 0.15% |
$8.41K - $8.9K
|
75.4K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-68- 0.67% |
$5.16K - $5.45K
|
10.1K
$276K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8Closed |
$606 - $641
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-56.7K- 64.2% |
$4.27M - $4.57M
|
31.6K
$869K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-13.2K- 22.3% |
$993K - $1.06M
|
46K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-11.5K- 11.27% |
$866K - $928K
|
90.7K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.1K- 50.53% |
$384K - $411K
|
4.99K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-5.1K- 32.9% |
$384K - $411K
|
10.4K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.55K- 42.61% |
$342K - $367K
|
6.12K
$168K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.39K- 2.57% |
$330K - $354K
|
166K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2.75K- 50.68% |
$207K - $222K
|
2.68K
$73.6K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 38.72% |
$186K - $200K
|
3.92K
$108K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.38K- 32.56% |
$179K - $192K
|
4.92K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.27K- 31.45% |
$95.6K - $102K
|
2.77K
$76.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.08K- 95.74% |
$81.3K - $87.1K
|
48
$1.32K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-933- 11.1% |
$70.2K - $75.2K
|
7.47K
$205K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-787- 85.36% |
$59.2K - $63.5K
|
135
$3.71K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-780- 8.08% |
$58.7K - $62.9K
|
8.87K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-491- 2.88% |
$36.9K - $39.6K
|
16.6K
$455K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-475- 14.86% |
$35.7K - $38.3K
|
2.72K
$74.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-211- 2.74% |
$15.9K - $17K
|
7.48K
$206K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-40- 2.56% |
$3.01K - $3.23K
|
1.52K
$41.8K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-372K- 99.91% |
$24.9M - $28.4M
|
321
$8.82K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72K- 56.63% |
$4.81M - $5.49M
|
55.1K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-43.4K- 93.51% |
$2.9M - $3.31M
|
3.01K
$82.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-34.3K- 90.14% |
$2.29M - $2.61M
|
3.75K
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-33.9K- 10.82% |
$2.27M - $2.59M
|
280K
$7.69M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27.7K- 10.92% |
$1.85M - $2.12M
|
226K
$6.21M
|
|