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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-304- 1.86% |
$8.21K - $8.68K
|
16.1K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-303- 0.9% |
$8.18K - $8.65K
|
33.3K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-303- 0.9% |
$8.18K - $8.65K
|
33.3K
$915K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-289- 1.85% |
$7.81K - $8.25K
|
15.3K
$421K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-265- 63.55% |
$7.16K - $7.56K
|
152
$4.18K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-222- 1.05% |
$6K - $6.34K
|
21K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-205- 24.85% |
$5.54K - $5.85K
|
620
$17K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-204- 7.28% |
$5.51K - $5.82K
|
2.6K
$71.4K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-195- 1.64% |
$5.27K - $5.57K
|
11.7K
$322K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-117- 0.91% |
$3.16K - $3.34K
|
12.7K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-110- 0.48% |
$2.97K - $3.14K
|
22.9K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-108- 2.08% |
$2.92K - $3.08K
|
5.08K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-99- 0.6% |
$2.67K - $2.83K
|
16.5K
$454K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-85- 4.63% |
$2.3K - $2.43K
|
1.75K
$48.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-67- 0.52% |
$1.81K - $1.91K
|
12.9K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-58- 0.16% |
$1.57K - $1.66K
|
35.2K
$967K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 0.5% |
$1.54K - $1.63K
|
11.4K
$313K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-33Closed |
$891 - $942
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-27- 37.5% |
$729 - $771
|
45
$1.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-15- 0.13% |
$405 - $428
|
11.3K
$311K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-13- 0.04% |
$351 - $371
|
34.5K
$948K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- -0.0% |
$27 - $28.5
|
45K
$1.24M
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-369K- 96.34% |
$9.93M - $31.3M
|
14K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-108K- 98.87% |
$2.9M - $9.14M
|
1.24K
$33.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-79.1K- 97.71% |
$2.13M - $6.72M
|
1.85K
$50.9K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-73.8K- 56.08% |
$1.99M - $6.27M
|
57.8K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.5K- 52.48% |
$580K - $1.83M
|
19.5K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.2K- 63.85% |
$463K - $1.46M
|
9.74K
$268K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 4.9% |
$282K - $891K
|
203K
$5.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.72K- 65.57% |
$154K - $486K
|
3K
$82.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.43K- 6.43% |
$38.5K - $121K
|
20.8K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 64.2% |
$27.4K - $86.4K
|
567
$15.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-484- 50.52% |
$13K - $41.1K
|
474
$13K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-470- 0.63% |
$12.7K - $39.9K
|
74.2K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-418- 61.65% |
$11.3K - $35.5K
|
260
$7.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-338- 12.39% |
$9.1K - $28.7K
|
2.39K
$65.7K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.5K- 4.99% |
$6.36M - $7.02M
|
1.57M
$43.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-20.3K- 40.38% |
$1.56M - $1.73M
|
29.9K
$823K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-8.6K- 2.98% |
$662K - $731K
|
279K
$7.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.35K- 6.12% |
$643K - $710K
|
128K
$3.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3.97K- 93.41% |
$306K - $338K
|
280
$7.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.25K- 2.59% |
$250K - $276K
|
122K
$3.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.84K- 33.04% |
$219K - $241K
|
5.75K
$158K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-1.95K- 0.23% |
$150K - $166K
|
840K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-1.4K- 82.35% |
$108K - $119K
|
300
$8.24K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-934- 6.46% |
$71.9K - $79.4K
|
13.5K
$372K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-778- 4.36% |
$59.9K - $66.2K
|
17.1K
$469K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-700- 1.4% |
$53.9K - $59.5K
|
49.4K
$1.36M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-649- 19.51% |
$50K - $55.2K
|
2.68K
$73.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-609- 17.83% |
$46.9K - $51.8K
|
2.81K
$77.1K
|
|