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 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17.7K- 5.02% |
$1.36M - $1.5M
|
334K
$9.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-17.2K- 7.9% |
$1.32M - $1.46M
|
200K
$5.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15.9K- 2.45% |
$1.23M - $1.35M
|
635K
$17.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-15.7K- 43.06% |
$1.21M - $1.34M
|
20.8K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-15.2K- 9.13% |
$1.17M - $1.29M
|
151K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-14.9K- 44.15% |
$1.15M - $1.27M
|
18.9K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-14.5K- 3.41% |
$1.12M - $1.23M
|
410K
$11.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-14.2K- 3.39% |
$1.1M - $1.21M
|
405K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-14K- 36.66% |
$1.08M - $1.19M
|
24.2K
$685K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.9K- 22.75% |
$1.07M - $1.18M
|
47.2K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-13.6K- 17.32% |
$1.05M - $1.16M
|
64.9K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.5K- 20.38% |
$1.04M - $1.15M
|
52.9K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13.2K- 6.13% |
$1.02M - $1.13M
|
203K
$5.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13.2K- 4.51% |
$1.01M - $1.12M
|
279K
$7.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.5K- 1.94% |
$964K - $1.07M
|
632K
$17.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-12.4K- 17.66% |
$952K - $1.05M
|
57.6K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-11.9K- 15.69% |
$920K - $1.02M
|
64.2K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-11.2K- 2.8% |
$865K - $955K
|
389K
$11M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.9K- 25.84% |
$839K - $926K
|
31.3K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-10.9K- 25.71% |
$837K - $924K
|
31.4K
$887K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.3K- 25.94% |
$793K - $876K
|
29.4K
$831K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10K- 3.4% |
$771K - $852K
|
285K
$8.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-9.82K- 22.83% |
$757K - $836K
|
33.2K
$938K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.42K- 16.71% |
$726K - $802K
|
47K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.25K- 7.63% |
$712K - $787K
|
112K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.24K- 4.41% |
$712K - $786K
|
200K
$5.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.23K- 7.65% |
$711K - $785K
|
111K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.1K- 79.23% |
$701K - $774K
|
2.39K
$67.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.95K- 9.2% |
$689K - $761K
|
88.3K
$2.5M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8.89K- 8.89% |
$685K - $756K
|
91.1K
$2.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.84K- 24.7% |
$681K - $752K
|
27K
$761K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-8.84K- 22.5% |
$681K - $752K
|
30.4K
$860K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.83K- 5.35% |
$680K - $751K
|
156K
$4.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-8.6K- 2.98% |
$662K - $731K
|
279K
$7.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-8.53K- 6.31% |
$657K - $726K
|
127K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.46K- 8.79% |
$651K - $719K
|
87.7K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8.35K- 12.71% |
$643K - $711K
|
57.4K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.35K- 6.12% |
$643K - $710K
|
128K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-8.09K- 3.3% |
$623K - $688K
|
237K
$6.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-7.92K- 7.66% |
$610K - $674K
|
95.5K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.56K- 7.15% |
$582K - $643K
|
98.2K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.49K- 42.8% |
$577K - $637K
|
10K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-7.43K- 3.75% |
$573K - $632K
|
191K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.2K- 64.21% |
$555K - $613K
|
4.01K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-7.1K- 25.54% |
$547K - $604K
|
20.7K
$585K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-7.07K- 12.54% |
$545K - $602K
|
49.3K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.93K- 2.03% |
$534K - $589K
|
334K
$9.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-6.88K- 67.83% |
$530K - $585K
|
3.26K
$92.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.49K- 1.54% |
$500K - $552K
|
415K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.45K- 23.16% |
$496K - $548K
|
21.4K
$604K
|