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 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-110- 0.48% |
$2.97K - $3.14K
|
22.9K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-108- 2.08% |
$2.92K - $3.08K
|
5.08K
$138K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-103- 0.3% |
$2.78K - $2.94K
|
34.6K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.26% |
$2.7K - $2.85K
|
37.9K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-99- 0.6% |
$2.67K - $2.83K
|
16.5K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-99- 0.14% |
$2.67K - $2.83K
|
69.4K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-97- 0.05% |
$2.62K - $2.77K
|
186K
$5.04M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-88- 0.35% |
$2.38K - $2.51K
|
25.2K
$683K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-85- 4.63% |
$2.3K - $2.43K
|
1.75K
$47.4K
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-75- 0.82% |
$2.03K - $2.14K
|
9.03K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-72- 0.05% |
$1.94K - $2.05K
|
137K
$3.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-70- 0.07% |
$1.89K - $2K
|
101K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-67- 0.52% |
$1.81K - $1.91K
|
12.9K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-66- 0.81% |
$1.78K - $1.88K
|
8.08K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-58- 0.16% |
$1.57K - $1.66K
|
35.2K
$953K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-57- 0.09% |
$1.54K - $1.63K
|
63.4K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 0.5% |
$1.54K - $1.63K
|
11.4K
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-52- 0.5% |
$1.4K - $1.48K
|
10.3K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-49- 0.41% |
$1.32K - $1.4K
|
11.8K
$320K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-33Closed |
$891 - $942
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.12% |
$810 - $856
|
25.7K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-28- 0.04% |
$756 - $799
|
76.7K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-27- 37.5% |
$729 - $771
|
45
$1.22K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 0.12% |
$675 - $714
|
20.9K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-15- 0.13% |
$405 - $428
|
11.3K
$307K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-13- 0.04% |
$351 - $371
|
34.5K
$935K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- -0.0% |
$27 - $28.5
|
45K
$1.22M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.03M- 10.29% |
$27.9M - $87.9M
|
9.01M
$244M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-369K- 96.34% |
$9.93M - $31.3M
|
14K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-108K- 98.87% |
$2.9M - $9.14M
|
1.24K
$33.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-79.1K- 97.71% |
$2.13M - $6.72M
|
1.85K
$50.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.5K- 52.48% |
$580K - $1.83M
|
19.5K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.2K- 63.85% |
$463K - $1.46M
|
9.74K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.72K- 65.57% |
$154K - $486K
|
3K
$81.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.83K- 20.28% |
$103K - $325K
|
15.1K
$408K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.54K- 8.09% |
$41.4K - $131K
|
17.5K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.43K- 6.43% |
$38.5K - $121K
|
20.8K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 64.2% |
$27.4K - $86.4K
|
567
$15.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-484- 50.52% |
$13K - $41.1K
|
474
$12.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-470- 0.63% |
$12.7K - $39.9K
|
74.2K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-418- 61.65% |
$11.3K - $35.5K
|
260
$7.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-383- 72.68% |
$10.3K - $32.5K
|
144
$3.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-375- 93.98% |
$10.1K - $31.9K
|
24
$650
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-338- 12.39% |
$9.1K - $28.7K
|
2.39K
$64.8K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.5K- 4.99% |
$6.36M - $7.02M
|
1.57M
$42.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-20.3K- 40.38% |
$1.56M - $1.73M
|
29.9K
$811K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-8.6K- 2.98% |
$662K - $731K
|
279K
$7.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.35K- 6.12% |
$643K - $710K
|
128K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3.97K- 93.41% |
$306K - $338K
|
280
$7.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.25K- 2.59% |
$250K - $276K
|
122K
$3.3M
|
|