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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.99K- 45.74% |
$224K - $242K
|
3.55K
$104K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-757Closed |
$56.7K - $61.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-140Closed |
$10.5K - $11.3K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-75Closed |
$5.62K - $6.06K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-40Closed |
$3K - $3.23K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-106KClosed |
$7.9M - $8.31M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-16.3KClosed |
$1.21M - $1.27M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.8KClosed |
$1.1M - $1.15M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.95KClosed |
$219K - $230K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.71KClosed |
$201K - $212K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.67KClosed |
$198K - $208K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-890Closed |
$66.1K - $69.5K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-352Closed |
$26.1K - $27.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-300- 8.57% |
$22.3K - $23.4K
|
3.2K
$93.4K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-229- 18.63% |
$17K - $17.9K
|
1K
$29.2K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-18.9KClosed |
$1.38M - $1.47M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-7.91KClosed |
$580K - $614K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.58KClosed |
$336K - $356K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
SELL
|
- |
-3.3KClosed |
$242K - $256K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.19KClosed |
$160K - $170K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.93KClosed |
$142K - $150K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-270Closed |
$19.8K - $21K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-250Closed |
$18.3K - $19.4K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-65Closed |
$4.77K - $5.05K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.55KClosed |
$224K - $261K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.07KClosed |
$194K - $226K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-399Closed |
$25.2K - $29.4K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-289Closed |
$18.3K - $21.3K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
SELL
|
- |
-200Closed |
$12.6K - $14.7K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-144Closed |
$9.11K - $10.6K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.58K - $1.84K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-6.31KClosed |
$346K - $411K
|
0
$0
|
|
Mar 08, 2022
Q4 2020
|
Jvl Associates LLC
|
SELL
|
- |
-5KClosed |
$274K - $326K
|
0
$0
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-4.65KClosed |
$255K - $303K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-3.73K- 50.0% |
$205K - $243K
|
3.73K
$109K
|
|
Jan 19, 2021
Q4 2020
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3.73KClosed |
$204K - $243K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-158Closed |
$8.66K - $10.3K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-63Closed |
$3.45K - $4.11K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-10Closed |
$548 - $652
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-108KClosed |
$5.46M - $6.34M
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Cypress Capital Group
|
SELL
|
- |
-7.25KClosed |
$365K - $424K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.88KClosed |
$347K - $403K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.44KClosed |
$224K - $260K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.01K- 11.77% |
$50.7K - $58.9K
|
7.55K
$220K
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-359Closed |
$18.1K - $21K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-325Closed |
$16.4K - $19K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-177Closed |
$8.92K - $10.4K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-138Closed |
$6.95K - $8.08K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-10Closed |
$504 - $585
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.47MClosed |
$64M - $83M
|
0
$0
|