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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-986- 5.4% |
$26.6K - $28.1K
|
17.3K
$468K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-984- 1.91% |
$26.6K - $28.1K
|
50.6K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-976- 3.26% |
$26.4K - $27.9K
|
28.9K
$784K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-966- 0.08% |
$26.1K - $27.6K
|
1.22M
$33.1M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-960- 0.36% |
$25.9K - $27.4K
|
268K
$7.27M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-922- 6.04% |
$24.9K - $26.3K
|
14.3K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-920- 10.22% |
$24.8K - $26.3K
|
8.09K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-891- 8.8% |
$24.1K - $25.4K
|
9.23K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-870- 4.0% |
$23.5K - $24.8K
|
20.9K
$565K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-866- 1.18% |
$23.4K - $24.7K
|
72.3K
$1.96M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-857- 33.08% |
$23.1K - $24.5K
|
1.73K
$47K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-843- 93.05% |
$22.8K - $24.1K
|
63
$1.71K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-807- 0.56% |
$21.8K - $23K
|
143K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-801- 0.73% |
$21.6K - $22.9K
|
109K
$2.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-787- 4.21% |
$21.3K - $22.5K
|
17.9K
$485K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-773- 2.0% |
$20.9K - $22.1K
|
37.9K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-766- 2.38% |
$20.7K - $21.9K
|
31.4K
$851K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-761- 5.56% |
$20.6K - $21.7K
|
12.9K
$350K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-761- 6.77% |
$20.6K - $21.7K
|
10.5K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-750- 7.96% |
$20.3K - $21.4K
|
8.68K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-739- 1.25% |
$20K - $21.1K
|
58.2K
$1.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-734- 2.29% |
$19.8K - $20.9K
|
31.3K
$849K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-724- 9.89% |
$19.6K - $20.7K
|
6.59K
$179K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-723- 1.36% |
$19.5K - $20.6K
|
52.3K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-716- 9.23% |
$19.3K - $20.4K
|
7.04K
$191K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-703- 2.81% |
$19K - $20.1K
|
24.3K
$658K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-697- 3.98% |
$18.8K - $19.9K
|
16.8K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-690- 0.74% |
$18.6K - $19.7K
|
92.4K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-672- 6.25% |
$18.2K - $19.2K
|
10.1K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-662- 4.05% |
$17.9K - $18.9K
|
15.7K
$425K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-654- 0.36% |
$17.7K - $18.7K
|
183K
$4.95M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-643- 1.34% |
$17.4K - $18.4K
|
47.2K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-639- 4.24% |
$17.3K - $18.2K
|
14.4K
$391K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-576- 0.43% |
$15.6K - $16.4K
|
134K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-575- 0.82% |
$15.5K - $16.4K
|
69.8K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-554- 2.77% |
$15K - $15.8K
|
19.5K
$528K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-537- 3.59% |
$14.5K - $15.3K
|
14.4K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-503- 4.08% |
$13.6K - $14.4K
|
11.8K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-502- 2.16% |
$13.6K - $14.3K
|
22.7K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-500- 2.91% |
$13.5K - $14.3K
|
16.7K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-499- 6.03% |
$13.5K - $14.2K
|
7.77K
$210K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-496- 31.29% |
$13.4K - $14.2K
|
1.09K
$29.5K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-495- 0.52% |
$13.4K - $14.1K
|
94.4K
$2.56M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-470- 0.41% |
$12.7K - $13.4K
|
115K
$3.1M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-466- 0.8% |
$12.6K - $13.3K
|
57.5K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-465- 0.47% |
$12.6K - $13.3K
|
98K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-459- 1.51% |
$12.4K - $13.1K
|
30K
$814K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-454- 2.42% |
$12.3K - $13K
|
18.3K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-450- 6.06% |
$12.2K - $12.8K
|
6.97K
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-448- 23.3% |
$12.1K - $12.8K
|
1.48K
$40K
|