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 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-10K- 13.69% |
$244K - $279K
|
63.2K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-9.78K- 21.67% |
$238K - $273K
|
35.4K
$958K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-9.62K- 12.56% |
$234K - $268K
|
67K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-9.51K- 43.15% |
$231K - $265K
|
12.5K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.49K- 4.89% |
$231K - $265K
|
185K
$5M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-8.9K- 18.28% |
$216K - $248K
|
39.8K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-8.15K- 3.78% |
$198K - $227K
|
207K
$5.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-7.98K- 43.96% |
$194K - $222K
|
10.2K
$275K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-7.7K- 5.81% |
$187K - $215K
|
125K
$3.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-7.64K- 29.74% |
$186K - $213K
|
18.1K
$489K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.6K- 4.88% |
$185K - $212K
|
148K
$4.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.45K- 5.06% |
$181K - $208K
|
140K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-7.27K- 35.02% |
$177K - $203K
|
13.5K
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7.26K- 46.77% |
$177K - $202K
|
8.26K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.78K- 4.4% |
$165K - $189K
|
147K
$3.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.71K- 3.6% |
$163K - $187K
|
180K
$4.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.7K- 4.31% |
$163K - $187K
|
149K
$4.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.41K- 2.4% |
$156K - $179K
|
260K
$7.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.19K- 6.17% |
$151K - $173K
|
94.2K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.02K- 21.16% |
$146K - $168K
|
22.4K
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.84K- 1.5% |
$142K - $163K
|
385K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.83K- 23.83% |
$142K - $163K
|
18.6K
$505K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.65K- 2.49% |
$137K - $158K
|
221K
$6M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-5.47K- 5.82% |
$133K - $153K
|
88.5K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-5.25K- 7.64% |
$128K - $146K
|
63.4K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.17K- 5.53% |
$126K - $144K
|
88.3K
$2.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.13K- 3.78% |
$125K - $143K
|
130K
$3.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-5.13K- 2.46% |
$125K - $143K
|
203K
$5.51M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.06K- 6.62% |
$123K - $141K
|
71.4K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-4.98K- 9.5% |
$121K - $139K
|
47.4K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.84K- 5.0% |
$118K - $135K
|
92K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.53K- 16.69% |
$110K - $126K
|
22.6K
$613K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.51K- 11.07% |
$110K - $126K
|
36.2K
$982K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-4.51K- 0.76% |
$110K - $126K
|
591K
$16M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.49K- 4.24% |
$109K - $125K
|
101K
$2.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-4.23K- 14.19% |
$103K - $118K
|
25.6K
$693K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-4.19K- 25.53% |
$102K - $117K
|
12.2K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.17K- 8.7% |
$101K - $116K
|
43.8K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.08K- 5.55% |
$99.2K - $114K
|
69.4K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.07K- 3.19% |
$99K - $113K
|
124K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.8K- 6.7% |
$92.3K - $106K
|
52.9K
$1.43M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.09K- 15.02% |
$75.1K - $86K
|
17.5K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.06K- 8.01% |
$74.3K - $85.2K
|
35.1K
$951K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.96K- 2.9% |
$71.9K - $82.4K
|
99K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.84K- 0.96% |
$69.1K - $79.2K
|
292K
$7.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.81K- 9.35% |
$68.2K - $78.2K
|
27.2K
$737K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2.56K- 12.17% |
$62.4K - $71.5K
|
18.5K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.53K- 9.28% |
$61.5K - $70.5K
|
24.7K
$670K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.52K- 11.62% |
$61.3K - $70.2K
|
19.2K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.46K- 9.26% |
$59.8K - $68.5K
|
24.1K
$653K
|