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 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-175K- 34.51% |
$4.26M - $4.89M
|
333K
$9.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-161K- 92.37% |
$3.91M - $4.48M
|
13.3K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-160K- 28.89% |
$3.89M - $4.46M
|
393K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-158K- 62.5% |
$3.84M - $4.4M
|
94.8K
$2.61M
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-156K- 58.98% |
$3.79M - $4.34M
|
108K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-156K- 30.35% |
$3.78M - $4.34M
|
357K
$9.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-154K- 25.07% |
$3.74M - $4.29M
|
460K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-149K- 65.27% |
$3.63M - $4.16M
|
79.4K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-143K- 74.18% |
$3.49M - $4M
|
49.9K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-142K- 18.44% |
$3.45M - $3.96M
|
628K
$17.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-142K- 68.6% |
$3.45M - $3.95M
|
64.9K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-142K- 91.68% |
$3.45M - $3.95M
|
12.9K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-141K- 4.49% |
$3.42M - $3.92M
|
2.99M
$82.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-138K- 13.29% |
$3.36M - $3.85M
|
902K
$24.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-131K- 5.35% |
$3.18M - $3.64M
|
2.32M
$63.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-122K- 88.05% |
$2.97M - $3.4M
|
16.6K
$456K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-121K- 6.99% |
$2.95M - $3.38M
|
1.62M
$44.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-118K- 31.93% |
$2.87M - $3.29M
|
252K
$6.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-114K- 32.72% |
$2.78M - $3.19M
|
235K
$6.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-114K- 49.04% |
$2.78M - $3.18M
|
119K
$3.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-111K- 10.94% |
$2.7M - $3.1M
|
904K
$24.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107K- 2.39% |
$2.61M - $2.99M
|
4.38M
$120M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-103K- 2.51% |
$2.5M - $2.86M
|
3.99M
$110M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-102K- 97.11% |
$2.47M - $2.83M
|
3.02K
$82.9K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-99.9K- 10.62% |
$2.43M - $2.78M
|
841K
$23.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-99.3K- 34.24% |
$2.41M - $2.77M
|
191K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-98.6K- 26.38% |
$2.4M - $2.75M
|
275K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-93.4K- 59.01% |
$2.27M - $2.6M
|
64.9K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-90.1K- 14.76% |
$2.19M - $2.51M
|
521K
$14.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-88K- 17.77% |
$2.14M - $2.45M
|
407K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-86.7K- 55.11% |
$2.11M - $2.42M
|
70.6K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-84.1K- 5.52% |
$2.05M - $2.34M
|
1.44M
$39.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-83.6K- 41.16% |
$2.03M - $2.33M
|
120K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-82.2K- 7.93% |
$2M - $2.29M
|
954K
$26.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-81.7K- 90.89% |
$1.99M - $2.28M
|
8.18K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-80.3K- 20.01% |
$1.95M - $2.24M
|
321K
$8.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-80.3K- 25.31% |
$1.95M - $2.24M
|
237K
$6.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-77.2K- 30.98% |
$1.88M - $2.15M
|
172K
$4.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-76.4K- 9.41% |
$1.86M - $2.13M
|
735K
$20.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-76.2K- 12.02% |
$1.85M - $2.12M
|
558K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-71.2K- 0.78% |
$1.73M - $1.98M
|
9.09M
$250M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-69.7K- 76.04% |
$1.7M - $1.94M
|
22K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-68.2K- 13.74% |
$1.66M - $1.9M
|
428K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-67.4K- 14.48% |
$1.64M - $1.88M
|
398K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-66.9K- 39.67% |
$1.63M - $1.86M
|
102K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-66K- 85.21% |
$1.61M - $1.84M
|
11.5K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-65.5K- 40.9% |
$1.59M - $1.82M
|
94.6K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-64.9K- 5.89% |
$1.58M - $1.81M
|
1.04M
$28.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-64.4K- 31.83% |
$1.57M - $1.79M
|
138K
$3.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-63.9K- 61.21% |
$1.55M - $1.78M
|
40.5K
$1.11M
|