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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.88K- 0.49% |
$50.7K - $53.6K
|
377K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.87K- 20.55% |
$50.6K - $53.4K
|
7.24K
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.87K- 11.29% |
$50.4K - $53.3K
|
14.7K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 1.29% |
$50.4K - $53.2K
|
142K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.84K- 7.06% |
$49.8K - $52.6K
|
24.2K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.8K- 1.58% |
$48.5K - $51.3K
|
112K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.76K- 1.65% |
$47.6K - $50.3K
|
105K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.76K- 4.4% |
$47.5K - $50.2K
|
38.3K
$1.04M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.75K- 6.32% |
$47.3K - $50K
|
26K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-1.75K- 7.26% |
$47.2K - $49.9K
|
22.3K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 0.8% |
$47.2K - $49.9K
|
216K
$5.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.74K- 7.72% |
$46.9K - $49.6K
|
20.8K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.67K- 7.14% |
$45.1K - $47.6K
|
21.7K
$588K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.65K- 6.33% |
$44.5K - $47K
|
24.4K
$660K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.65K- 35.62% |
$44.5K - $47K
|
2.98K
$80.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.65K- 3.88% |
$44.5K - $47K
|
40.7K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-1.61K- 6.51% |
$43.4K - $45.8K
|
23K
$624K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.59K- 0.23% |
$42.9K - $45.4K
|
698K
$18.9M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.58K- 26.78% |
$42.7K - $45.1K
|
4.32K
$117K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.55K- 1.19% |
$41.9K - $44.3K
|
129K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.51K- 3.2% |
$40.8K - $43.2K
|
45.7K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.43K- 14.0% |
$38.6K - $40.8K
|
8.78K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.43K- 1.34% |
$38.5K - $40.7K
|
105K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.41K- 7.71% |
$38.1K - $40.2K
|
16.9K
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.4K- 1.22% |
$37.8K - $40K
|
114K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.39K- 1.18% |
$37.5K - $39.7K
|
116K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.39K- 4.63% |
$37.4K - $39.5K
|
28.5K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.38K- 1.46% |
$37.2K - $39.4K
|
93.1K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.35K- 7.49% |
$36.5K - $38.5K
|
16.7K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.31K- 4.3% |
$35.4K - $37.4K
|
29.2K
$790K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.3K- 3.36% |
$35K - $37K
|
37.3K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.29K- 0.18% |
$34.9K - $36.9K
|
702K
$19M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 4.84% |
$34.1K - $36K
|
24.8K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 5.46% |
$33.4K - $35.3K
|
21.4K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.2K- 2.62% |
$32.4K - $34.3K
|
44.6K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.19K- 0.79% |
$32.1K - $33.9K
|
150K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.17K- 5.25% |
$31.5K - $33.3K
|
21.1K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.15K- 4.77% |
$31.1K - $32.9K
|
23K
$623K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.12K- 7.09% |
$30.1K - $31.8K
|
14.6K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 3.66% |
$29.8K - $31.5K
|
29K
$786K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.1K- 5.68% |
$29.6K - $31.3K
|
18.2K
$492K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.09K- 5.67% |
$29.5K - $31.2K
|
18.2K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-1.07K- 8.81% |
$29K - $30.6K
|
11.1K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.06K- 1.38% |
$28.7K - $30.3K
|
75.7K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.06K- 32.81% |
$28.6K - $30.2K
|
2.17K
$58.8K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-1.05K- 4.98% |
$28.4K - $30K
|
20.1K
$544K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.92% |
$28.3K - $29.9K
|
34.8K
$944K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.02K- 3.58% |
$27.6K - $29.2K
|
27.6K
$746K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-1.01K- 96.56% |
$27.3K - $28.9K
|
36
$975
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1K- 37.04% |
$27K - $28.5K
|
1.7K
$46.1K
|