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 |
---|---|---|---|---|---|---|---|
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 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
$101K
|
|
Jan 19, 2021
Q4 2020
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3.73KClosed |
$204K - $243K
|
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 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.01K- 11.77% |
$50.7K - $58.9K
|
7.55K
$204K
|
|
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
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.7KClosed |
$1.03M - $1.34M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-16.8KClosed |
$734K - $952K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Domani Wealth, LLC
|
SELL
|
- |
-12.8KClosed |
$558K - $723K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.55KClosed |
$416K - $539K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-8.19KClosed |
$357K - $463K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
American Money Management, LLC
|
SELL
|
- |
-6.71KClosed |
$292K - $379K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-6.46KClosed |
$281K - $365K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-4.58KClosed |
$199K - $259K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.22KClosed |
$53.3K - $69.1K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-400Closed |
$17.4K - $22.6K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-358Closed |
$15.6K - $20.2K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-8Closed |
$348 - $452
|
0
$0
|
|
Q1 2020 | |||||||
Apr 30, 2020
Q1 2020
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-67.6KClosed |
$2.67M - $4.01M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-35.7KClosed |
$1.41M - $2.11M
|
0
$0
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-18.4KClosed |
$727K - $1.09M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-13.1KClosed |
$517K - $776K
|
0
$0
|
|
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-11KClosed |
$435K - $652K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-6.43KClosed |
$254K - $381K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.36KClosed |
$172K - $258K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-4.19KClosed |
$165K - $248K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-4.15KClosed |
$164K - $246K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.7KClosed |
$146K - $219K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.42KClosed |
$135K - $203K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.19KClosed |
$47K - $70.5K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-73Closed |
$2.88K - $4.33K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-33.5KClosed |
$1.77M - $1.95M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-26KClosed |
$1.37M - $1.51M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-11.9KClosed |
$631K - $694K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Leuthold Group, LLC
|
SELL
|
- |
-3.75KClosed |
$198K - $218K
|
0
$0
|