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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-361- 3.59% |
$27.8K - $30.7K
|
9.7K
$274K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-351- 3.64% |
$27K - $29.9K
|
9.3K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-340- 7.17% |
$26.2K - $28.9K
|
4.4K
$124K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-333- 3.34% |
$25.6K - $28.3K
|
9.64K
$272K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-328- 1.02% |
$25.3K - $27.9K
|
31.9K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-325- 3.3% |
$25K - $27.6K
|
9.53K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-324- 17.12% |
$25K - $27.6K
|
1.57K
$44.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-323- 3.64% |
$24.9K - $27.5K
|
8.54K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-320- 0.14% |
$24.6K - $27.2K
|
221K
$6.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-313- 11.34% |
$24.1K - $26.6K
|
2.45K
$69.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-312- 1.4% |
$24K - $26.5K
|
21.9K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-311- 3.72% |
$24K - $26.5K
|
8.05K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-309- 0.8% |
$23.8K - $26.3K
|
38.1K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-306- 17.56% |
$23.6K - $26K
|
1.44K
$40.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-303- 1.02% |
$23.3K - $25.8K
|
29.5K
$834K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-300- 10.81% |
$23.1K - $25.5K
|
2.47K
$69.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-294- 1.7% |
$22.6K - $25K
|
17K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-291- 0.57% |
$22.4K - $24.8K
|
50.6K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-291- 5.03% |
$22.4K - $24.8K
|
5.49K
$155K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-290- 0.31% |
$22.3K - $24.7K
|
94.5K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-287- 3.09% |
$22.1K - $24.4K
|
9.02K
$255K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-277- 10.48% |
$21.3K - $23.6K
|
2.37K
$66.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-260- 3.28% |
$20K - $22.1K
|
7.67K
$217K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-258- 3.78% |
$19.9K - $21.9K
|
6.57K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-258- 96.27% |
$19.9K - $21.9K
|
10
$283
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-254- 5.09% |
$19.6K - $21.6K
|
4.74K
$134K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-247- 3.48% |
$19K - $21K
|
6.84K
$193K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-246- 2.8% |
$18.9K - $20.9K
|
8.53K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-245- 3.78% |
$18.9K - $20.8K
|
6.24K
$176K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-244- 0.17% |
$18.8K - $20.8K
|
140K
$3.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-241- 4.51% |
$18.6K - $20.5K
|
5.1K
$144K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-240- 7.2% |
$18.5K - $20.4K
|
3.1K
$87.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-240- 0.33% |
$18.5K - $20.4K
|
71.8K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-235- 1.76% |
$18.1K - $20K
|
13.1K
$370K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-224- 3.75% |
$17.3K - $19.1K
|
5.75K
$162K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-221- 2.09% |
$17K - $18.8K
|
10.3K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-216- 0.45% |
$16.6K - $18.4K
|
47.5K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-214- 0.57% |
$16.5K - $18.2K
|
37.4K
$1.06M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-213- 0.43% |
$16.4K - $18.1K
|
49.3K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-213- 4.73% |
$16.4K - $18.1K
|
4.29K
$121K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-209- 1.64% |
$16.1K - $17.8K
|
12.5K
$354K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-207- 0.7% |
$15.9K - $17.6K
|
29.2K
$824K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-206- 0.18% |
$15.9K - $17.5K
|
115K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-200- 4.38% |
$15.4K - $17K
|
4.36K
$123K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-198- 16.45% |
$15.2K - $16.8K
|
1.01K
$28.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-195- 17.27% |
$15K - $16.6K
|
934
$26.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-193- 20.42% |
$14.9K - $16.4K
|
752
$21.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-191- 2.45% |
$14.7K - $16.2K
|
7.61K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-189- 1.45% |
$14.6K - $16.1K
|
12.8K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-188- 6.76% |
$14.5K - $16K
|
2.59K
$73.2K
|