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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-112- 0.24% |
$2.72K - $3.12K
|
47.1K
$1.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-108- 0.5% |
$2.63K - $3.01K
|
21.3K
$585K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-72- 0.28% |
$1.75K - $2.01K
|
25.8K
$709K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-70- 0.39% |
$1.7K - $1.95K
|
17.8K
$490K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-67- 0.47% |
$1.63K - $1.87K
|
14.3K
$392K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-62- 0.03% |
$1.51K - $1.73K
|
234K
$6.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-61- 0.57% |
$1.48K - $1.7K
|
10.6K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 0.21% |
$1.22K - $1.39K
|
24.3K
$668K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-49- 0.15% |
$1.19K - $1.37K
|
32.3K
$888K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-49- 0.14% |
$1.19K - $1.37K
|
35.5K
$976K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-43- 0.23% |
$1.05K - $1.2K
|
18.4K
$506K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-42- 49.41% |
$1.02K - $1.17K
|
43
$1.18K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-39- 3.58% |
$948 - $1.09K
|
1.05K
$28.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-29- 0.09% |
$705 - $808
|
31.3K
$860K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-24- 82.76% |
$584 - $669
|
5
$137
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-22- 0.48% |
$535 - $613
|
4.61K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-19- 0.99% |
$462 - $530
|
1.9K
$52.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-19- 6.46% |
$462 - $530
|
275
$7.56K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-19- 0.02% |
$462 - $530
|
81.1K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-18- 0.09% |
$438 - $502
|
19.7K
$541K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-15- 0.08% |
$365 - $418
|
18.2K
$500K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5- 0.03% |
$122 - $139
|
19.6K
$538K
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2- 0.05% |
$48.6 - $55.7
|
3.66K
$101K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.25M- 30.76% |
$223M - $235M
|
18.6M
$510M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-143K- 92.33% |
$3.86M - $4.08M
|
11.9K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-104K- 45.23% |
$2.82M - $2.98M
|
126K
$3.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-102K- 18.17% |
$2.74M - $2.9M
|
457K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-70.7K- 73.87% |
$1.91M - $2.02M
|
25K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-61.4K- 31.85% |
$1.66M - $1.75M
|
131K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-57.7K- 64.11% |
$1.56M - $1.65M
|
32.3K
$888K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-38.1K- 3.73% |
$1.03M - $1.09M
|
982K
$27M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-28.3KClosed |
$765K - $808K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-25.1K- 51.61% |
$677K - $716K
|
23.5K
$646K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-23.7K- 41.18% |
$641K - $677K
|
33.9K
$932K
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-19.8K- 8.44% |
$534K - $564K
|
214K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.8K- 68.94% |
$534K - $564K
|
8.9K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-17.7K- 3.49% |
$479K - $506K
|
490K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.4K- 51.71% |
$444K - $469K
|
15.4K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.2K- 6.89% |
$383K - $405K
|
192K
$5.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-13.2K- 10.15% |
$357K - $377K
|
117K
$3.21M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.7K- 56.13% |
$289K - $305K
|
8.36K
$230K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-9.78KClosed |
$264K - $279K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.67K- 55.68% |
$261K - $276K
|
7.69K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-8.64K- 4.48% |
$233K - $246K
|
184K
$5.05M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.87K- 1.64% |
$185K - $196K
|
411K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6.57K- 11.33% |
$178K - $188K
|
51.4K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-6.08K- 2.04% |
$164K - $174K
|
293K
$8.04M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-5.68K- 9.6% |
$154K - $162K
|
53.6K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.37K- 22.47% |
$145K - $153K
|
18.5K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.88K- 26.0% |
$105K - $111K
|
11.1K
$304K
|
|