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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-11.1M- 96.56% |
$271M - $310M
|
396K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.71M- 84.67% |
$41.6M - $47.7M
|
310K
$8.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-476K- 29.59% |
$11.6M - $13.3M
|
1.13M
$30.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-471K- 33.74% |
$11.5M - $13.1M
|
925K
$25.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-278K- 93.17% |
$6.76M - $7.75M
|
20.4K
$552K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-261K- 33.79% |
$6.35M - $7.28M
|
512K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-225K- 72.08% |
$5.48M - $6.28M
|
87.3K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-216K- 6.09% |
$5.24M - $6.01M
|
3.32M
$90M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-213K- 14.34% |
$5.17M - $5.93M
|
1.27M
$34.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-185K- 17.98% |
$4.51M - $5.16M
|
846K
$22.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-175K- 34.51% |
$4.26M - $4.89M
|
333K
$9.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-160K- 28.89% |
$3.89M - $4.46M
|
393K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-156K- 30.35% |
$3.78M - $4.34M
|
357K
$9.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-142K- 18.44% |
$3.45M - $3.96M
|
628K
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-141K- 4.49% |
$3.42M - $3.92M
|
2.99M
$81M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-138K- 13.29% |
$3.36M - $3.85M
|
902K
$24.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-122K- 88.05% |
$2.97M - $3.4M
|
16.6K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-121K- 6.99% |
$2.95M - $3.38M
|
1.62M
$43.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-114K- 49.04% |
$2.78M - $3.18M
|
119K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-84.1K- 5.52% |
$2.05M - $2.34M
|
1.44M
$39M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-76.2K- 12.02% |
$1.85M - $2.12M
|
558K
$15.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-69.7K- 76.04% |
$1.7M - $1.94M
|
22K
$595K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-56.7K- 9.06% |
$1.38M - $1.58M
|
570K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-55.4K- 57.61% |
$1.35M - $1.54M
|
40.7K
$1.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-41K- 1.98% |
$998K - $1.14M
|
2.03M
$55M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-36.5K- 75.66% |
$888K - $1.02M
|
11.7K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-35.2K- 6.8% |
$857K - $982K
|
483K
$13.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-32.5K- 31.53% |
$791K - $907K
|
70.7K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30.9K- 0.95% |
$751K - $861K
|
3.23M
$87.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-29.8K- 15.39% |
$725K - $831K
|
164K
$4.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-28.5K- 12.98% |
$693K - $794K
|
191K
$5.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-25.4K- 13.5% |
$619K - $709K
|
163K
$4.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-23.4K- 15.21% |
$568K - $651K
|
130K
$3.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-21.9K- 72.25% |
$532K - $610K
|
8.41K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-18.6K- 3.1% |
$452K - $518K
|
581K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16.5K- 1.28% |
$401K - $459K
|
1.27M
$34.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-15.2K- 8.56% |
$369K - $423K
|
162K
$4.39M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 7.06% |
$361K - $413K
|
195K
$5.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-14.8K- 2.18% |
$361K - $413K
|
666K
$18M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-14.7K- 8.69% |
$358K - $410K
|
155K
$4.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 23.6% |
$322K - $369K
|
42.8K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-13.1K- 2.45% |
$319K - $365K
|
521K
$14.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12.6K- 4.3% |
$307K - $352K
|
281K
$7.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.3K- 13.19% |
$298K - $341K
|
80.6K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11.7K- 63.73% |
$285K - $326K
|
6.66K
$180K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-10.8K- 81.89% |
$262K - $300K
|
2.38K
$64.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 3.23% |
$260K - $298K
|
320K
$8.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.6K- 55.79% |
$257K - $294K
|
8.36K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10.4K- 28.64% |
$254K - $291K
|
26K
$704K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10K- 5.28% |
$244K - $280K
|
180K
$4.88M
|