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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 98.68% |
$5.02K - $5.72K
|
1
$28
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.71% |
$1.94K - $2.21K
|
4.03K
$113K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.19% |
$134 - $153
|
1.03K
$28.9K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-83.5K- 36.38% |
$5.9M - $6.32M
|
146K
$4.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-27.6K- 29.61% |
$1.95M - $2.09M
|
65.6K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-12.6K- 9.64% |
$892K - $955K
|
118K
$3.32M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 1.57% |
$745K - $798K
|
660K
$18.5M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.08K- 66.25% |
$641K - $687K
|
4.62K
$130K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.74K- 1.6% |
$476K - $510K
|
414K
$11.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6K- 53.85% |
$424K - $454K
|
5.14K
$144K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.63K- 2.71% |
$327K - $350K
|
166K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.34K- 1.35% |
$306K - $328K
|
318K
$8.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-4.33K- 40.38% |
$306K - $327K
|
6.39K
$179K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.43K- 2.31% |
$242K - $259K
|
145K
$4.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.42K- 52.8% |
$242K - $259K
|
3.06K
$85.7K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.93KClosed |
$207K - $221K
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.25K- 13.95% |
$159K - $170K
|
13.9K
$389K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-2.02K- 2.84% |
$143K - $153K
|
69.1K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-723- 1.44% |
$51.1K - $54.7K
|
49.4K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-650- 6.29% |
$45.9K - $49.2K
|
9.68K
$271K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-498- 12.66% |
$35.2K - $37.7K
|
3.44K
$96.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-316- 6.8% |
$22.3K - $23.9K
|
4.33K
$121K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-229- 7.35% |
$16.2K - $17.3K
|
2.89K
$80.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-217- 1.64% |
$15.3K - $16.4K
|
13K
$365K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 5.19% |
$7.06K - $7.57K
|
1.83K
$51.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-87Closed |
$6.14K - $6.58K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-70- 52.63% |
$4.94K - $5.3K
|
63
$1.77K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-1- 1.04% |
$70.6 - $75.7
|
95
$2.66K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-330K- 70.27% |
$22.8M - $24.4M
|
139K
$3.91M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-219K- 77.36% |
$15.2M - $16.2M
|
64.2K
$1.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-42K- 92.78% |
$2.91M - $3.11M
|
3.27K
$91.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.1K- 49.27% |
$1.32M - $1.41M
|
19.6K
$550K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-18.2K- 71.12% |
$1.26M - $1.35M
|
7.41K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-12.6K- 50.77% |
$869K - $928K
|
12.2K
$341K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.17K- 9.93% |
$358K - $382K
|
46.9K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-4.08K- 23.28% |
$282K - $302K
|
13.5K
$377K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.57K- 2.69% |
$247K - $264K
|
129K
$3.62M
|
|
|
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
$249K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 28.47% |
$79.6K - $85.1K
|
2.89K
$81.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-950- 49.38% |
$65.7K - $70.2K
|
974
$27.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-743- 6.68% |
$51.4K - $54.9K
|
10.4K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-735- 12.33% |
$50.8K - $54.3K
|
5.23K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-560- 2.28% |
$38.7K - $41.4K
|
24.1K
$674K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-540- 15.47% |
$37.4K - $39.9K
|
2.95K
$82.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-108- 0.14% |
$7.47K - $7.99K
|
79.3K
$2.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-85- 1.21% |
$5.88K - $6.28K
|
6.96K
$195K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-71- 4.17% |
$4.91K - $5.25K
|
1.63K
$45.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.03% |
$69.2 - $73.9
|
3.43K
$96.3K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.41M- 98.37% |
$169M - $188M
|
39.8K
$1.12M
|
|