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 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-62.2K- 13.09% |
$1.51M - $1.73M
|
413K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-58.5K- 12.37% |
$1.42M - $1.63M
|
414K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-58.4K- 70.69% |
$1.42M - $1.63M
|
24.2K
$666K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-56.7K- 9.06% |
$1.38M - $1.58M
|
570K
$15.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-55.9K- 7.63% |
$1.36M - $1.56M
|
677K
$18.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-55.6K- 13.32% |
$1.35M - $1.55M
|
362K
$9.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-55.4K- 57.61% |
$1.35M - $1.54M
|
40.7K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-55.2K- 41.38% |
$1.34M - $1.54M
|
78.1K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-52.4K- 8.93% |
$1.27M - $1.46M
|
534K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-51.8K- 46.07% |
$1.26M - $1.44M
|
60.7K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-51.3K- 49.86% |
$1.25M - $1.43M
|
51.6K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-46.7K- 1.69% |
$1.14M - $1.3M
|
2.72M
$74.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-46.6K- 15.09% |
$1.13M - $1.3M
|
262K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-45.7K- 57.6% |
$1.11M - $1.27M
|
33.6K
$924K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-42.9K- 16.6% |
$1.04M - $1.2M
|
215K
$5.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-41.5K- 15.06% |
$1.01M - $1.16M
|
234K
$6.43M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-41K- 1.98% |
$998K - $1.14M
|
2.03M
$55.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-40.6K- 2.59% |
$988K - $1.13M
|
1.53M
$42M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-40K- 20.01% |
$973K - $1.11M
|
160K
$4.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-39.6K- 4.49% |
$963K - $1.1M
|
843K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-39.2K- 12.36% |
$953K - $1.09M
|
278K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-37.4K- 20.82% |
$910K - $1.04M
|
142K
$3.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-37.4K- 4.95% |
$909K - $1.04M
|
717K
$19.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.3K- 3.67% |
$907K - $1.04M
|
979K
$26.9M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-36.5K- 75.66% |
$888K - $1.02M
|
11.7K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-36.3K- 6.92% |
$882K - $1.01M
|
488K
$13.4M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-36.3K- 27.81% |
$882K - $1.01M
|
94.1K
$2.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-35.9K- 0.64% |
$873K - $1M
|
5.61M
$154M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-35.7K- 18.57% |
$868K - $994K
|
156K
$4.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-35.2K- 6.8% |
$857K - $982K
|
483K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-34.5K- 27.11% |
$838K - $960K
|
92.7K
$2.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-34.1K- 23.17% |
$829K - $951K
|
113K
$3.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-32.5K- 31.53% |
$791K - $907K
|
70.7K
$1.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-31.2K- 31.9% |
$760K - $871K
|
66.7K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30.9K- 0.95% |
$751K - $861K
|
3.23M
$88.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-30.5K- 8.96% |
$741K - $849K
|
310K
$8.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-29.8K- 15.39% |
$725K - $831K
|
164K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28.9K- 10.68% |
$702K - $805K
|
242K
$6.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-28.5K- 19.56% |
$694K - $795K
|
117K
$3.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-28.5K- 12.98% |
$693K - $794K
|
191K
$5.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-28.1K- 75.1% |
$683K - $783K
|
9.31K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.6K- 1.33% |
$671K - $768K
|
2.05M
$56.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-27.5K- 2.64% |
$668K - $765K
|
1.01M
$27.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-27.3K- 24.77% |
$664K - $761K
|
82.9K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-26.9K- 13.97% |
$654K - $750K
|
166K
$4.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-26.6K- 4.77% |
$647K - $742K
|
532K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-26.5K- 12.49% |
$644K - $738K
|
186K
$5.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-26.5K- 59.24% |
$644K - $738K
|
18.2K
$500K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-26.3K- 50.55% |
$639K - $732K
|
25.7K
$706K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26.1K- 0.46% |
$635K - $728K
|
5.59M
$154M
|