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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2020
Q4 2019
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.65KClosed |
$193K - $212K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-781Closed |
$41.3K - $45.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.08KClosed |
$222K - $228K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.11KClosed |
$115K - $117K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.14KClosed |
$62K - $63.5K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-143Closed |
$7.78K - $7.97K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-25Closed |
$1.36K - $1.39K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 02, 2019
Q2 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.1KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-5.65KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-26.2KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Dec 19, 2024
Q1 2019
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-595Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Washington Trust Bank
|
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 04, 2019
Q4 2018
|
Q3 Asset Management
|
SELL
|
- |
-82.3KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-59.4KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.2KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-923Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Bell Rock Capital LLC
|
SELL
|
- |
-719Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-423Closed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Fusion Family Wealth LLC
|
SELL
|
- |
-16Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-280Closed |
N/A
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-176Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Bahl & Gaynor Inc
|
SELL
|
- |
-6.7KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Sageworth Trust CO
|
SELL
|
- |
-312Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-72.9KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-110KClosed |
N/A
|
0
$0
|
|
|
Mar 12, 2021
Q4 2017
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.21KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.89KClosed |
N/A
|
0
$0
|
|