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 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-812- 1.03% |
$19.7K - $22.6K
|
78K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-807- 5.01% |
$19.6K - $22.5K
|
15.3K
$420K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-800- 4.4% |
$19.5K - $22.3K
|
17.4K
$477K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-777- 7.0% |
$18.9K - $21.7K
|
10.3K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-771- 3.16% |
$18.8K - $21.5K
|
23.6K
$650K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-735- 0.85% |
$17.9K - $20.5K
|
85.8K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-727- 1.37% |
$17.7K - $20.3K
|
52.2K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-726- 21.17% |
$17.7K - $20.2K
|
2.7K
$74.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-725- 0.45% |
$17.6K - $20.2K
|
160K
$4.39M
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-723- 4.37% |
$17.6K - $20.2K
|
15.8K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-707- 0.41% |
$17.2K - $19.7K
|
172K
$4.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-706- 2.42% |
$17.2K - $19.7K
|
28.4K
$781K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-702- 27.53% |
$17.1K - $19.6K
|
1.85K
$50.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-701- 4.59% |
$17K - $19.5K
|
14.6K
$400K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-698- 1.72% |
$17K - $19.5K
|
39.9K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-665- 1.88% |
$16.2K - $18.5K
|
34.8K
$956K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-661- 0.03% |
$16.1K - $18.4K
|
2.35M
$64.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-659- 0.09% |
$16K - $18.4K
|
731K
$20.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-655- 3.88% |
$15.9K - $18.3K
|
16.2K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-614- 0.55% |
$14.9K - $17.1K
|
111K
$3.06M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-613- 4.52% |
$14.9K - $17.1K
|
13K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-601- 1.91% |
$14.6K - $16.7K
|
30.9K
$850K
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-601- 2.7% |
$14.6K - $16.7K
|
21.7K
$596K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-590- 31.67% |
$14.3K - $16.4K
|
1.27K
$35K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-564- 1.58% |
$13.7K - $15.7K
|
35K
$962K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-559- 4.6% |
$13.6K - $15.6K
|
11.6K
$318K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-557- 5.77% |
$13.5K - $15.5K
|
9.1K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-539- 1.16% |
$13.1K - $15K
|
45.7K
$1.26M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-537- 0.64% |
$13.1K - $15K
|
83.7K
$2.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-530- 0.99% |
$12.9K - $14.8K
|
53K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-526- 1.81% |
$12.8K - $14.7K
|
28.6K
$786K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-525- 99.81% |
$12.8K - $14.6K
|
1
$27.5
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-508- 0.44% |
$12.4K - $14.2K
|
114K
$3.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-504- 4.42% |
$12.3K - $14K
|
10.9K
$300K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-494- 0.53% |
$12K - $13.8K
|
91.9K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-490- 0.11% |
$11.9K - $13.7K
|
444K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-489- 0.23% |
$11.9K - $13.6K
|
212K
$5.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-486- 0.8% |
$11.8K - $13.5K
|
59.9K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-483- 0.32% |
$11.7K - $13.5K
|
150K
$4.13M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-480- 1.24% |
$11.7K - $13.4K
|
38.1K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-478- 1.97% |
$11.6K - $13.3K
|
23.8K
$653K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-476- 1.59% |
$11.6K - $13.3K
|
29.4K
$807K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-475- 0.18% |
$11.6K - $13.2K
|
266K
$7.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-471- 4.34% |
$11.5K - $13.1K
|
10.4K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-468- 1.27% |
$11.4K - $13K
|
36.4K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-466- 3.14% |
$11.3K - $13K
|
14.4K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-464- 1.77% |
$11.3K - $12.9K
|
25.7K
$707K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-454- 3.58% |
$11K - $12.7K
|
12.2K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-444- 3.26% |
$10.8K - $12.4K
|
13.2K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-432- 0.93% |
$10.5K - $12K
|
46.2K
$1.27M
|