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
|
Pds Planning, Inc
|
SELL
|
- |
-423- 2.24% |
$10.3K - $11.8K
|
18.5K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-414- 4.5% |
$10.1K - $11.5K
|
8.79K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-409- 1.7% |
$9.95K - $11.4K
|
23.7K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-390- 1.03% |
$9.48K - $10.9K
|
37.5K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-390- 0.96% |
$9.48K - $10.9K
|
40.1K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-382- 0.34% |
$9.29K - $10.6K
|
111K
$3.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-380- 12.73% |
$9.24K - $10.6K
|
2.6K
$71.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-373- 1.79% |
$9.07K - $10.4K
|
20.5K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-370- 2.15% |
$9K - $10.3K
|
16.8K
$462K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-366- 1.16% |
$8.9K - $10.2K
|
31.1K
$855K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-363- 3.46% |
$8.83K - $10.1K
|
10.1K
$278K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-361- 2.47% |
$8.78K - $10.1K
|
14.3K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-360- 1.57% |
$8.76K - $10K
|
22.6K
$622K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-341- 3.2% |
$8.29K - $9.5K
|
10.3K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-340- 1.55% |
$8.27K - $9.48K
|
21.6K
$593K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-329- 2.79% |
$8K - $9.17K
|
11.5K
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-327- 1.89% |
$7.95K - $9.11K
|
16.9K
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-327- 2.71% |
$7.95K - $9.11K
|
11.8K
$323K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-315- 1.01% |
$7.66K - $8.78K
|
30.9K
$849K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-312- 2.02% |
$7.59K - $8.7K
|
15.1K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-312- 2.25% |
$7.59K - $8.7K
|
13.5K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-308- 0.35% |
$7.49K - $8.58K
|
88.2K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-273- 2.95% |
$6.64K - $7.61K
|
8.97K
$247K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-253- 0.49% |
$6.15K - $7.05K
|
51.2K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-249- 0.74% |
$6.06K - $6.94K
|
33.6K
$923K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-249- 23.92% |
$6.06K - $6.94K
|
792
$21.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-242- 0.26% |
$5.89K - $6.74K
|
92.8K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-237- 0.98% |
$5.76K - $6.61K
|
24K
$661K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-236- 15.62% |
$5.74K - $6.58K
|
1.28K
$35K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-231- 0.27% |
$5.62K - $6.44K
|
84.3K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-229- 1.33% |
$5.57K - $6.38K
|
17K
$468K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-222- 2.24% |
$5.4K - $6.19K
|
9.7K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-221- 0.05% |
$5.37K - $6.16K
|
465K
$12.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-220- 1.66% |
$5.35K - $6.13K
|
13.1K
$359K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-218- 1.29% |
$5.3K - $6.08K
|
16.6K
$457K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-204- 0.72% |
$4.96K - $5.69K
|
28.1K
$773K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 22.55% |
$4.86K - $5.57K
|
687
$18.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-196- 0.67% |
$4.77K - $5.46K
|
29K
$796K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-196- 0.95% |
$4.77K - $5.46K
|
20.5K
$564K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-184- 0.04% |
$4.47K - $5.13K
|
473K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-183- 0.63% |
$4.45K - $5.1K
|
29K
$798K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-178- 1.46% |
$4.33K - $4.96K
|
12.1K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-177- 4.54% |
$4.3K - $4.93K
|
3.72K
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-167- 2.07% |
$4.06K - $4.65K
|
7.91K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-155- 0.93% |
$3.77K - $4.32K
|
16.5K
$454K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-144- 0.17% |
$3.5K - $4.01K
|
82.7K
$2.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-132- 0.36% |
$3.21K - $3.68K
|
36.5K
$1M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-127- 0.62% |
$3.09K - $3.54K
|
20.2K
$556K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-120- 0.75% |
$2.92K - $3.34K
|
15.8K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-117- 0.45% |
$2.85K - $3.26K
|
25.9K
$711K
|