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 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-4.23K- 14.19% |
$103K - $118K
|
25.6K
$703K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.2K- 1.23% |
$102K - $117K
|
336K
$9.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-4.19K- 25.53% |
$102K - $117K
|
12.2K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.17K- 8.7% |
$101K - $116K
|
43.8K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.14K- 3.28% |
$101K - $115K
|
122K
$3.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-4.14K- 1.32% |
$101K - $115K
|
310K
$8.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.13K- 8.25% |
$100K - $115K
|
46K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.08K- 3.33% |
$99.2K - $114K
|
118K
$3.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.08K- 5.55% |
$99.2K - $114K
|
69.4K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.07K- 3.19% |
$99K - $113K
|
124K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-4.02K- 24.84% |
$97.6K - $112K
|
12.1K
$334K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4K- 23.47% |
$97.4K - $112K
|
13.1K
$359K
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.97K- 13.3% |
$96.5K - $111K
|
25.9K
$710K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-3.94K- 1.66% |
$95.9K - $110K
|
234K
$6.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-3.92K- 6.87% |
$95.4K - $109K
|
53.2K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.9K- 30.69% |
$94.9K - $109K
|
8.82K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.9K- 12.02% |
$94.8K - $109K
|
28.5K
$784K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.82K- 11.87% |
$92.8K - $106K
|
28.3K
$779K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.8K- 6.7% |
$92.3K - $106K
|
52.9K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-3.72K- 6.34% |
$90.6K - $104K
|
55K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.64K- 1.67% |
$88.5K - $101K
|
214K
$5.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.62K- 6.83% |
$88.1K - $101K
|
49.4K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.59K- 0.33% |
$87.3K - $100K
|
1.09M
$30M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.57K- 19.53% |
$86.8K - $99.5K
|
14.7K
$404K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-3.46K- 14.2% |
$84.2K - $96.5K
|
20.9K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.41K- 7.95% |
$83K - $95.1K
|
39.5K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.33K- 25.12% |
$80.9K - $92.7K
|
9.92K
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.31K- 5.28% |
$80.6K - $92.3K
|
59.5K
$1.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.24K- 2.62% |
$78.7K - $90.2K
|
120K
$3.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.09K- 3.9% |
$75.1K - $86.1K
|
76.1K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.09K- 16.09% |
$75.1K - $86K
|
16.1K
$442K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.09K- 15.02% |
$75.1K - $86K
|
17.5K
$480K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.08K- 2.83% |
$74.8K - $85.7K
|
106K
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.06K- 8.01% |
$74.3K - $85.2K
|
35.1K
$964K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.05K- 4.08% |
$74.1K - $84.9K
|
71.6K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-3.01K- 2.48% |
$73.1K - $83.8K
|
118K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.01K- 7.5% |
$73.1K - $83.7K
|
37K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.96K- 2.9% |
$71.9K - $82.4K
|
99K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.91K- 0.24% |
$70.7K - $81.1K
|
1.2M
$33M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.9K- 6.5% |
$70.5K - $80.8K
|
41.7K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.9K- 5.06% |
$70.4K - $80.7K
|
54.3K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.89K- 8.19% |
$70.2K - $80.4K
|
32.4K
$889K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.84K- 0.96% |
$69.1K - $79.2K
|
292K
$8.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.84K- 3.71% |
$69K - $79K
|
73.6K
$2.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.81K- 16.55% |
$68.4K - $78.4K
|
14.2K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.81K- 9.35% |
$68.2K - $78.2K
|
27.2K
$748K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.79K- 3.98% |
$67.8K - $77.6K
|
67.2K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.77K- 1.13% |
$67.4K - $77.2K
|
241K
$6.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.75K- 9.87% |
$66.8K - $76.5K
|
25.1K
$689K
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-2.67K- 13.93% |
$64.9K - $74.4K
|
16.5K
$453K
|