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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-96.5K- 21.81% |
$2.61M - $2.75M
|
346K
$9.37M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-95K- 8.4% |
$2.57M - $2.71M
|
1.04M
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-93.5K- 11.33% |
$2.52M - $2.67M
|
731K
$19.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-92.5K- 5.89% |
$2.5M - $2.64M
|
1.48M
$40.1M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-89.1K- 9.89% |
$2.41M - $2.54M
|
812K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-87.4K- 10.62% |
$2.36M - $2.49M
|
735K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-85.9K- 50.41% |
$2.32M - $2.45M
|
84.6K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-85.4K- 84.73% |
$2.31M - $2.44M
|
15.4K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-85.1K- 13.45% |
$2.3M - $2.43M
|
547K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-84.3K- 19.57% |
$2.28M - $2.41M
|
346K
$9.38M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-81.1K- 42.84% |
$2.19M - $2.31M
|
108K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-70.7K- 73.87% |
$1.91M - $2.02M
|
25K
$678K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-67.8K- 16.62% |
$1.83M - $1.93M
|
340K
$9.21M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-67.5K- 2.38% |
$1.82M - $1.93M
|
2.77M
$75M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.6K- 57.2% |
$1.66M - $1.76M
|
46.1K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-61.4K- 31.85% |
$1.66M - $1.75M
|
131K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-61.2K- 50.99% |
$1.65M - $1.75M
|
58.9K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-59.7K- 17.81% |
$1.61M - $1.7M
|
275K
$7.46M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-59.5K- 59.69% |
$1.61M - $1.7M
|
40.2K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-59.4K- 14.25% |
$1.6M - $1.69M
|
357K
$9.68M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-57.8K- 25.22% |
$1.56M - $1.65M
|
172K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-57.7K- 64.11% |
$1.56M - $1.65M
|
32.3K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57.1K- 25.35% |
$1.54M - $1.63M
|
168K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.7K- 2.62% |
$1.51M - $1.59M
|
2.08M
$56.2M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-54.5K- 20.86% |
$1.47M - $1.56M
|
207K
$5.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-50.7K- 70.96% |
$1.37M - $1.45M
|
20.7K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-50.6K- 8.57% |
$1.37M - $1.45M
|
540K
$14.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-50.5K- 24.3% |
$1.36M - $1.44M
|
157K
$4.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-50.4K- 15.65% |
$1.36M - $1.44M
|
272K
$7.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-48.8K- 12.39% |
$1.32M - $1.39M
|
345K
$9.36M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.7K- 6.12% |
$1.32M - $1.39M
|
748K
$20.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-48.3K- 4.81% |
$1.3M - $1.38M
|
954K
$25.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-45.2K- 6.49% |
$1.22M - $1.29M
|
651K
$17.6M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-44K- 22.43% |
$1.19M - $1.26M
|
152K
$4.12M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42.7K- 12.33% |
$1.15M - $1.22M
|
304K
$8.22M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-42.5K- 18.98% |
$1.15M - $1.21M
|
181K
$4.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-40.2K- 4.76% |
$1.09M - $1.15M
|
805K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-40.1K- 24.59% |
$1.08M - $1.14M
|
123K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39.8K- 16.64% |
$1.07M - $1.13M
|
199K
$5.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-39.4K- 3.73% |
$1.06M - $1.12M
|
1.02M
$27.5M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-38.2K- 14.33% |
$1.03M - $1.09M
|
228K
$6.19M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-37.9K- 3.86% |
$1.02M - $1.08M
|
943K
$25.5M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-37.7K- 3.58% |
$1.02M - $1.08M
|
1.02M
$27.5M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-37.4K- 3.46% |
$1.01M - $1.07M
|
1.04M
$28.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-33.9K- 9.04% |
$916K - $968K
|
341K
$9.24M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-32.7K- 29.36% |
$883K - $933K
|
78.6K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-32.4K- 13.94% |
$874K - $924K
|
200K
$5.41M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-29.2K- 7.9% |
$789K - $834K
|
340K
$9.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-28.6K- 0.75% |
$772K - $816K
|
3.8M
$103M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-28.3KClosed |
$765K - $808K
|
0
$0
|