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 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-25.4K- 12.74% |
$686K - $725K
|
174K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-25.2K- 2.22% |
$680K - $719K
|
1.11M
$30.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-25.1K- 51.61% |
$677K - $716K
|
23.5K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-24.9K- 16.34% |
$672K - $710K
|
127K
$3.45M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.7K- 2.72% |
$667K - $705K
|
883K
$23.9M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-24K- 14.89% |
$648K - $685K
|
137K
$3.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-23.7K- 41.18% |
$641K - $677K
|
33.9K
$918K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-21.9K- 17.49% |
$591K - $625K
|
103K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21.6K- 43.74% |
$584K - $617K
|
27.8K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21K- 1.92% |
$566K - $598K
|
1.07M
$29M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-20.9K- 3.59% |
$565K - $597K
|
562K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20.7K- 1.85% |
$559K - $591K
|
1.1M
$29.7M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-20.7K- 4.89% |
$558K - $590K
|
401K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20.3K- 0.49% |
$548K - $580K
|
4.09M
$111M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-19.8K- 8.44% |
$534K - $564K
|
214K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.8K- 68.94% |
$534K - $564K
|
8.9K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-19.3K- 3.98% |
$520K - $550K
|
465K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19.3K- 23.37% |
$520K - $550K
|
63.2K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-18.3K- 20.97% |
$495K - $524K
|
69.1K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-17.7K- 3.49% |
$479K - $506K
|
490K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-17.2K- 3.55% |
$465K - $491K
|
467K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.2K- 3.04% |
$463K - $490K
|
548K
$14.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16.5K- 6.39% |
$445K - $470K
|
241K
$6.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.4K- 51.71% |
$444K - $469K
|
15.4K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15.7K- 30.07% |
$425K - $449K
|
36.6K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-15.3K- 15.67% |
$412K - $436K
|
82.2K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-15K- 7.09% |
$404K - $427K
|
196K
$5.31M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14.9K- 76.27% |
$402K - $425K
|
4.63K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.8K- 0.26% |
$400K - $422K
|
5.62M
$152M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-14.6K- 3.53% |
$395K - $418K
|
400K
$10.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.5K- 17.62% |
$390K - $412K
|
67.6K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.2K- 6.89% |
$383K - $405K
|
192K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 13.71% |
$382K - $404K
|
89.1K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 2.35% |
$380K - $401K
|
583K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-13.8K- 8.63% |
$372K - $394K
|
146K
$3.95M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 7.82% |
$370K - $391K
|
161K
$4.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-13.2K- 10.15% |
$357K - $377K
|
117K
$3.17M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-12.9K- 8.7% |
$349K - $369K
|
136K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-12.3K- 49.2% |
$331K - $350K
|
12.7K
$343K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-12.1K- 16.47% |
$328K - $346K
|
61.5K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-11.5K- 1.64% |
$310K - $327K
|
689K
$18.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-11.4K- 3.08% |
$309K - $326K
|
360K
$9.76M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-11.4K- 4.42% |
$308K - $326K
|
247K
$6.68M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-11.3K- 6.82% |
$305K - $322K
|
154K
$4.18M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11K- 6.77% |
$296K - $313K
|
151K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10.9K- 4.24% |
$295K - $312K
|
247K
$6.68M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.7K- 56.13% |
$289K - $305K
|
8.36K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 2.95% |
$281K - $297K
|
343K
$9.28M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-10.2K- 5.99% |
$276K - $291K
|
160K
$4.34M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 3.08% |
$274K - $289K
|
318K
$8.62M
|