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 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.48K- 5.73% |
$158K - $181K
|
107K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.41K- 2.4% |
$156K - $179K
|
260K
$7.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-6.35K- 5.96% |
$154K - $177K
|
100K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.27K- 1.1% |
$152K - $175K
|
565K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.21K- 2.51% |
$151K - $173K
|
241K
$6.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.19K- 6.17% |
$151K - $173K
|
94.2K
$2.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.18K- 5.83% |
$150K - $172K
|
99.9K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.17K- 18.53% |
$150K - $172K
|
27.1K
$745K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-6.16K- 2.04% |
$150K - $172K
|
296K
$8.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.15K- 10.13% |
$150K - $171K
|
54.6K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.05K- 28.68% |
$147K - $168K
|
15K
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-6.04K- 10.37% |
$147K - $168K
|
52.2K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.02K- 21.16% |
$146K - $168K
|
22.4K
$617K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.96K- 14.92% |
$145K - $166K
|
34K
$934K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5.88K- 12.19% |
$143K - $164K
|
42.4K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.84K- 1.5% |
$142K - $163K
|
385K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.83K- 23.83% |
$142K - $163K
|
18.6K
$512K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.83K- 35.86% |
$142K - $162K
|
10.4K
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-5.83K- 1.5% |
$142K - $162K
|
383K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.82K- 2.36% |
$141K - $162K
|
241K
$6.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.72K- 3.53% |
$139K - $160K
|
156K
$4.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.66K- 2.62% |
$138K - $158K
|
210K
$5.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.65K- 2.49% |
$137K - $158K
|
221K
$6.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-5.47K- 5.82% |
$133K - $153K
|
88.5K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-5.25K- 7.64% |
$128K - $146K
|
63.4K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.17K- 5.53% |
$126K - $144K
|
88.3K
$2.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.13K- 3.78% |
$125K - $143K
|
130K
$3.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-5.13K- 2.46% |
$125K - $143K
|
203K
$5.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-5.13K- 2.86% |
$125K - $143K
|
174K
$4.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.11K- 6.49% |
$124K - $142K
|
73.6K
$2.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.1K- 5.67% |
$124K - $142K
|
84.8K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.07K- 2.57% |
$123K - $141K
|
192K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.06K- 6.62% |
$123K - $141K
|
71.4K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-5.03K- 9.99% |
$122K - $140K
|
45.3K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-4.99K- 32.35% |
$121K - $139K
|
10.4K
$287K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-4.99K- 4.49% |
$121K - $139K
|
106K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-4.98K- 9.5% |
$121K - $139K
|
47.4K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.86K- 30.8% |
$118K - $135K
|
10.9K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.84K- 5.0% |
$118K - $135K
|
92K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.78K- 3.39% |
$116K - $133K
|
136K
$3.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.76K- 4.09% |
$116K - $133K
|
112K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.75K- 20.61% |
$115K - $132K
|
18.3K
$502K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.73K- 0.94% |
$115K - $132K
|
498K
$13.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.67K- 2.4% |
$114K - $130K
|
190K
$5.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.61K- 11.39% |
$112K - $128K
|
35.8K
$985K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-4.53K- 29.72% |
$110K - $126K
|
10.7K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.53K- 16.69% |
$110K - $126K
|
22.6K
$622K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.51K- 11.07% |
$110K - $126K
|
36.2K
$996K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-4.51K- 0.76% |
$110K - $126K
|
591K
$16.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.49K- 4.24% |
$109K - $125K
|
101K
$2.78M
|