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 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.51K- 16.01% |
$36.7K - $42.1K
|
7.91K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.5K- 0.73% |
$36.5K - $41.8K
|
203K
$5.58M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-1.49K- 5.7% |
$36.3K - $41.6K
|
24.7K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-1.48K- 2.3% |
$36.1K - $41.4K
|
63.1K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-1.47K- 8.76% |
$35.8K - $41.1K
|
15.4K
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.47K- 10.71% |
$35.7K - $40.9K
|
12.2K
$336K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.44K- 2.13% |
$34.9K - $40K
|
66K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.43K- 1.12% |
$34.8K - $39.9K
|
126K
$3.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.43K- 18.67% |
$34.7K - $39.8K
|
6.22K
$171K
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.4K- 9.09% |
$34K - $39K
|
14K
$384K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.36K- 0.44% |
$33.1K - $38K
|
310K
$8.51M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.33K- 8.44% |
$32.3K - $37K
|
14.4K
$396K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-1.31K- 0.26% |
$31.8K - $36.4K
|
503K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.29K- 0.74% |
$31.5K - $36.1K
|
174K
$4.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.27K- 0.93% |
$30.9K - $35.4K
|
135K
$3.71M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.27K- 0.98% |
$30.8K - $35.3K
|
127K
$3.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.26K- 0.59% |
$30.6K - $35.1K
|
212K
$5.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-1.26K- 13.94% |
$30.6K - $35.1K
|
7.77K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.25K- 28.94% |
$30.4K - $34.9K
|
3.07K
$84.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 0.74% |
$29.8K - $34.2K
|
165K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.22K- 8.59% |
$29.7K - $34K
|
13K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.2K- 4.92% |
$29.2K - $33.4K
|
23.2K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.18K- 1.65% |
$28.8K - $33K
|
70.3K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-1.18K- 1.42% |
$28.7K - $32.9K
|
82K
$2.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.17K- 0.84% |
$28.5K - $32.7K
|
138K
$3.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.16K- 10.55% |
$28.1K - $32.2K
|
9.8K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.15K- 5.01% |
$28K - $32.1K
|
21.8K
$600K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.15K- 1.81% |
$27.9K - $32K
|
62.3K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.14K- 8.04% |
$27.8K - $31.9K
|
13.1K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 7.65% |
$27.5K - $31.5K
|
13.6K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.13K- 7.93% |
$27.5K - $31.5K
|
13.1K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.12K- 1.14% |
$27.2K - $31.1K
|
97.2K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 5.29% |
$27.2K - $31.1K
|
20K
$549K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.1K- 4.87% |
$26.6K - $30.5K
|
21.4K
$587K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 0.54% |
$26K - $29.8K
|
198K
$5.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-1.05K- 1.82% |
$25.6K - $29.3K
|
56.9K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 15.61% |
$25K - $28.7K
|
5.57K
$153K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 2.53% |
$25K - $28.7K
|
39.7K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.02K- 6.84% |
$24.9K - $28.5K
|
13.9K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.01K- 0.49% |
$24.5K - $28.1K
|
203K
$5.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1K- 11.3% |
$24.3K - $27.9K
|
7.85K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-993- 14.95% |
$24.1K - $27.7K
|
5.65K
$155K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-968- 9.26% |
$23.5K - $27K
|
9.49K
$261K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-956- 10.31% |
$23.2K - $26.6K
|
8.32K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-948- 6.7% |
$23.1K - $26.4K
|
13.2K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-921- 0.17% |
$22.4K - $25.7K
|
539K
$14.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-900- 9.34% |
$21.9K - $25.1K
|
8.74K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-869- 0.39% |
$21.1K - $24.2K
|
222K
$6.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-859- 1.25% |
$20.9K - $23.9K
|
67.9K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-815- 4.76% |
$19.8K - $22.7K
|
16.3K
$448K
|