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
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.7K- 2.7% |
$236K - $270K
|
350K
$9.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-9.64K- 21.09% |
$234K - $269K
|
36K
$991K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-9.62K- 12.56% |
$234K - $268K
|
67K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.58K- 8.42% |
$233K - $267K
|
104K
$2.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-9.51K- 43.15% |
$231K - $265K
|
12.5K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.49K- 4.89% |
$231K - $265K
|
185K
$5.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-9.46K- 4.55% |
$230K - $264K
|
199K
$5.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.46K- 4.55% |
$230K - $264K
|
199K
$5.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-9.33K- 1.66% |
$227K - $260K
|
553K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-9.3K- 26.05% |
$226K - $259K
|
26.4K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-9.22K- 2.68% |
$224K - $257K
|
334K
$9.18M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-9.16K- 2.07% |
$223K - $255K
|
433K
$11.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8.93K- 17.95% |
$217K - $249K
|
40.8K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-8.9K- 18.28% |
$216K - $248K
|
39.8K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.82K- 1.25% |
$215K - $246K
|
699K
$19.2M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-8.82K- 21.11% |
$215K - $246K
|
33K
$906K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-8.82K- 3.48% |
$214K - $246K
|
244K
$6.71M
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-8.61K- 23.23% |
$209K - $240K
|
28.5K
$782K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8.52K- 11.79% |
$207K - $238K
|
63.7K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.48K- 2.29% |
$206K - $236K
|
362K
$9.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-8.35K- 10.6% |
$203K - $233K
|
70.5K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-8.23K- 7.86% |
$200K - $229K
|
96.4K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-8.15K- 3.78% |
$198K - $227K
|
207K
$5.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-7.98K- 43.96% |
$194K - $222K
|
10.2K
$279K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-7.97K- 36.73% |
$194K - $222K
|
13.7K
$377K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-7.83K- 45.0% |
$190K - $218K
|
9.56K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.75K- 46.17% |
$188K - $216K
|
9.03K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-7.7K- 5.81% |
$187K - $215K
|
125K
$3.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-7.64K- 29.74% |
$186K - $213K
|
18.1K
$496K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.6K- 4.88% |
$185K - $212K
|
148K
$4.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.6K- 16.0% |
$185K - $212K
|
39.9K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.57K- 26.09% |
$184K - $211K
|
21.4K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.45K- 5.06% |
$181K - $208K
|
140K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-7.44K- 4.66% |
$181K - $207K
|
152K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.36K- 10.65% |
$179K - $205K
|
61.8K
$1.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-7.27K- 35.02% |
$177K - $203K
|
13.5K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7.26K- 46.77% |
$177K - $202K
|
8.26K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.25K- 26.91% |
$176K - $202K
|
19.7K
$541K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.03K- 2.41% |
$171K - $196K
|
285K
$7.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-6.88K- 5.28% |
$167K - $192K
|
123K
$3.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.83K- 3.27% |
$166K - $190K
|
202K
$5.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.8K- 34.81% |
$165K - $189K
|
12.7K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.78K- 4.4% |
$165K - $189K
|
147K
$4.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.77K- 2.91% |
$165K - $189K
|
226K
$6.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-6.72K- 2.95% |
$163K - $187K
|
221K
$6.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6.72K- 3.86% |
$163K - $187K
|
167K
$4.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.71K- 12.43% |
$163K - $187K
|
47.3K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.71K- 3.6% |
$163K - $187K
|
180K
$4.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.7K- 4.31% |
$163K - $187K
|
149K
$4.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-6.58K- 25.92% |
$160K - $183K
|
18.8K
$517K
|