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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.17K- 9.93% |
$358K - $382K
|
46.9K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-4.08K- 23.28% |
$282K - $302K
|
13.5K
$370K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.57K- 2.69% |
$247K - $264K
|
129K
$3.55M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2KClosed |
$138K - $148K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.33K- 13.06% |
$92.3K - $98.6K
|
8.88K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-950- 49.38% |
$65.7K - $70.2K
|
974
$26.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-743- 6.68% |
$51.4K - $54.9K
|
10.4K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-735- 12.33% |
$50.8K - $54.3K
|
5.23K
$144K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-560- 2.28% |
$38.7K - $41.4K
|
24.1K
$661K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-108- 0.14% |
$7.47K - $7.99K
|
79.3K
$2.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-85- 1.21% |
$5.88K - $6.28K
|
6.96K
$191K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-71- 4.17% |
$4.91K - $5.25K
|
1.63K
$44.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.03% |
$69.2 - $73.9
|
3.43K
$94.4K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.41M- 98.37% |
$169M - $188M
|
39.8K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-443K- 90.39% |
$31.2M - $34.6M
|
47.1K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.3K- 66.76% |
$796K - $884K
|
5.64K
$155K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.01K- 47.19% |
$493K - $547K
|
7.84K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-6.35K- 7.8% |
$446K - $495K
|
75K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.24K- 2.46% |
$298K - $331K
|
168K
$4.63M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.98K- 80.03% |
$280K - $311K
|
993
$27.3K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.62K- 26.2% |
$184K - $204K
|
7.37K
$202K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.52K- 36.94% |
$177K - $197K
|
4.31K
$118K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-250- 12.97% |
$17.6K - $19.5K
|
1.68K
$46.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-236- 3.76% |
$16.6K - $18.4K
|
6.04K
$166K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-170- 47.89% |
$11.9K - $13.3K
|
185
$5.08K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-94- 41.41% |
$6.61K - $7.33K
|
133
$3.65K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-36- 0.88% |
$2.53K - $2.81K
|
4.07K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-29- 76.32% |
$2.04K - $2.26K
|
9
$247
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-21- 12.28% |
$1.48K - $1.64K
|
150
$4.12K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 1.32% |
$1.41K - $1.56K
|
1.5K
$41.1K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.61K- 25.9% |
$377K - $444K
|
16K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-5.03KClosed |
$338K - $398K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2.84K- 51.08% |
$191K - $225K
|
2.72K
$74.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.83K- 3.08% |
$123K - $145K
|
57.7K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.22K- 10.87% |
$82.1K - $96.7K
|
10K
$276K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-447- 12.02% |
$30K - $35.3K
|
3.27K
$89.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-175- 5.72% |
$11.8K - $13.8K
|
2.89K
$79.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-140- 1.9% |
$9.4K - $11.1K
|
7.24K
$199K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 51.55% |
$6.72K - $7.91K
|
94
$2.58K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-85- 0.33% |
$5.71K - $6.72K
|
25.8K
$708K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.5KClosed |
$698K - $818K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-7.69K- 9.27% |
$511K - $599K
|
75.3K
$2.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.56K- 49.16% |
$236K - $277K
|
3.68K
$101K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-2.5K- 3.67% |
$166K - $195K
|
65.5K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.36K- 7.83% |
$90.4K - $106K
|
16K
$440K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-619- 0.49% |
$41.1K - $48.2K
|
125K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-330- 4.71% |
$21.9K - $25.7K
|
6.68K
$183K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-115Closed |
$7.64K - $8.96K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-24- 29.63% |
$1.59K - $1.87K
|
57
$1.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 2.04% |
$66.4 - $77.9
|
48
$1.32K
|
|