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 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-15.3K- 5.12% |
$372K - $427K
|
284K
$7.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-15.2K- 8.56% |
$369K - $423K
|
162K
$4.45M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 7.06% |
$361K - $413K
|
195K
$5.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-14.8K- 2.18% |
$361K - $413K
|
666K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-14.7K- 8.69% |
$358K - $410K
|
155K
$4.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14.5K- 3.85% |
$354K - $405K
|
363K
$9.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-14.1K- 24.0% |
$343K - $393K
|
44.6K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-13.9K- 1.17% |
$337K - $386K
|
1.17M
$32.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-13.4K- 7.78% |
$325K - $372K
|
158K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-13.2K- 2.62% |
$322K - $369K
|
491K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 23.6% |
$322K - $369K
|
42.8K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-13.1K- 2.45% |
$319K - $365K
|
521K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12.6K- 4.3% |
$307K - $352K
|
281K
$7.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-12.5K- 39.06% |
$304K - $348K
|
19.5K
$536K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-12.5K- 55.19% |
$303K - $347K
|
10.1K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-12.4K- 96.23% |
$300K - $344K
|
484
$13.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-12.3K- 49.97% |
$300K - $343K
|
12.3K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.3K- 11.84% |
$300K - $343K
|
91.7K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.3K- 13.19% |
$298K - $341K
|
80.6K
$2.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 4.51% |
$298K - $341K
|
259K
$7.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-12.2K- 3.37% |
$297K - $340K
|
350K
$9.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12K- 3.39% |
$292K - $335K
|
342K
$9.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.8K- 2.16% |
$288K - $330K
|
536K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-11.7K- 19.08% |
$285K - $327K
|
49.8K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-11.7K- 1.95% |
$285K - $327K
|
590K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 0.74% |
$285K - $327K
|
1.58M
$43.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11.7K- 63.73% |
$285K - $326K
|
6.66K
$183K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11.6K- 0.98% |
$283K - $324K
|
1.17M
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-11.6K- 23.05% |
$281K - $323K
|
38.6K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.5K- 2.67% |
$280K - $321K
|
420K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-11.4K- 56.24% |
$276K - $317K
|
8.84K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11.1K- 1.66% |
$270K - $310K
|
658K
$18.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-10.9K- 8.58% |
$264K - $303K
|
116K
$3.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-10.8K- 81.89% |
$262K - $300K
|
2.38K
$65.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 2.04% |
$261K - $299K
|
516K
$14.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 3.23% |
$260K - $298K
|
320K
$8.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.6K- 1.63% |
$258K - $295K
|
641K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.6K- 0.55% |
$257K - $295K
|
1.92M
$52.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.6K- 55.79% |
$257K - $294K
|
8.36K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-10.5K- 8.58% |
$257K - $294K
|
112K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-10.5K- 15.85% |
$257K - $294K
|
56K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10.4K- 28.64% |
$254K - $291K
|
26K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.3K- 4.44% |
$250K - $286K
|
221K
$6.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.2K- 18.09% |
$247K - $283K
|
46K
$1.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-10.1K- 30.58% |
$244K - $280K
|
22.8K
$627K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10K- 5.28% |
$244K - $280K
|
180K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-10K- 13.69% |
$244K - $279K
|
63.2K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-9.99K- 44.73% |
$243K - $278K
|
12.3K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-9.89K- 3.86% |
$241K - $276K
|
246K
$6.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-9.78K- 21.67% |
$238K - $273K
|
35.4K
$972K
|