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
Feb 08, 2023 Q4 2022
Institutional & Family Asset Management, LLC

SELL
 -
-100
- 51.55%
$6.72K - $7.91K
94 $2.55K
Feb 02, 2023 Q4 2022
Capital Wealth Management, LLC

W. Warwick, RI
SELL
 -
-85
- 0.33%
$5.71K - $6.72K
25.8K $698K
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 $2.04M
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

SELL
 -
-3.56K
- 49.16%
$236K - $277K
3.68K $99.6K
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
SELL
 -
-2.5K
- 3.67%
$166K - $195K
65.5K $1.77M
Nov 09, 2022 Q3 2022
Facet Wealth, Inc.

SELL
 -
-1.36K
- 7.83%
$90.4K - $106K
16K $434K
Nov 09, 2022 Q3 2022
Fure Financial Corp

Bloomington, MN
SELL
 -
-619
- 0.49%
$41.1K - $48.2K
125K $3.4M
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

SELL
 -
-464
- 1.61%
$30.8K - $36.1K
28.3K $767K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-330
- 4.71%
$21.9K - $25.7K
6.68K $181K
Oct 18, 2022 Q3 2022
Level Financial Advisors, Inc.

SELL
 -
-24
- 29.63%
$1.59K - $1.87K
57 $1.54K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

SELL
 -
-1
- 2.04%
$66.4 - $77.9
48 $1.3K
Q2 2022
Aug 09, 2022 Q2 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-196K
- 59.12%
$13.8M - $15.7M
135K $3.67M
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 $106K
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 $30.9K
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 $115K
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
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 $8.05M
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 $1.64M
Jul 18, 2022 Q2 2022
Tfo Tdc, LLC

SELL
 -
-1.91K
Closed
$134K - $153K
0 $0
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1.14K
- 27.22%
$79.9K - $91.2K
3.04K $82.3K
Jul 22, 2022 Q2 2022
Pacifica Partners Inc.

SELL
 -
-1.02K
Closed
$71.9K - $82K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-798
Closed
$56.1K - $64K
0 $0
Jul 19, 2022 Q2 2022
Eidelman Virant Capital

SELL
 -
-505
- 1.49%
$35.5K - $40.5K
33.4K $904K
Aug 15, 2022 Q2 2022
Archetype Wealth Partners

Houston, TX
SELL
 -
-500
- 13.48%
$35.2K - $40.1K
3.21K $87K
Jul 19, 2022 Q2 2022
Claraphi Advisory Network, LLC

SELL
 -
-448
- 5.48%
$31.5K - $35.9K
7.73K $209K
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

SELL
 -
-420
Closed
$29.5K - $33.7K
0 $0
Aug 10, 2022 Q2 2022
Optiver Holding B.V.

Amsterdam, P7
SELL
 -
-398
Closed
$28K - $31.9K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-301
Closed
$21.2K - $24.2K
0 $0
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
SELL
 -
-206
Closed
$14.5K - $16.5K
0 $0
Jul 14, 2022 Q2 2022
Highland Private Wealth Management

SELL
 -
-135
- 1.0%
$9.49K - $10.8K
13.3K $361K
Jul 08, 2022 Q2 2022
Covington Capital Management

SELL
 -
-130
- 94.2%
$9.14K - $10.4K
8 $217
Aug 15, 2022 Q2 2022
Surevest, LLC

Los Angeles, CA
SELL
 -
-80
- 98.77%
$5.62K - $6.42K
1 $27.1
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-45
Closed
$3.16K - $3.61K
0 $0

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