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 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.37K- 22.47% |
$145K - $153K
|
18.5K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.33K- 2.48% |
$144K - $152K
|
210K
$5.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 2.84% |
$138K - $146K
|
175K
$4.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.08K- 2.14% |
$137K - $145K
|
232K
$6.3M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-5.05K- 17.69% |
$136K - $144K
|
23.5K
$636K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5K- 0.7% |
$135K - $143K
|
707K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.9K- 2.69% |
$132K - $140K
|
177K
$4.79M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-4.89K- 0.34% |
$132K - $140K
|
1.44M
$39M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.82K- 3.49% |
$130K - $138K
|
133K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 3.81% |
$130K - $137K
|
121K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.72K- 17.34% |
$127K - $135K
|
22.5K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.71K- 5.32% |
$127K - $134K
|
83.7K
$2.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-4.67K- 26.83% |
$126K - $133K
|
12.7K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.61K- 2.05% |
$124K - $132K
|
220K
$5.97M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.43K- 36.13% |
$120K - $126K
|
7.82K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.29K- 0.35% |
$116K - $122K
|
1.2M
$32.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.16K- 2.89% |
$112K - $119K
|
140K
$3.79M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-4.15K- 11.82% |
$112K - $118K
|
30.9K
$838K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.1K- 3.27% |
$111K - $117K
|
121K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.06K- 0.53% |
$110K - $116K
|
755K
$20.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-4.04K- 0.26% |
$109K - $115K
|
1.58M
$42.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.88K- 26.0% |
$105K - $111K
|
11.1K
$299K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.84K- 11.97% |
$104K - $110K
|
28.2K
$764K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.8K- 0.68% |
$103K - $108K
|
558K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.79K- 89.6% |
$102K - $108K
|
440
$11.9K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.77K- 6.27% |
$102K - $108K
|
56.4K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.76K- 9.21% |
$102K - $107K
|
37.1K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.75K- 11.35% |
$101K - $107K
|
29.3K
$793K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-3.75K- 1.18% |
$101K - $107K
|
314K
$8.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.73K- 1.72% |
$101K - $106K
|
213K
$5.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.71K- 59.28% |
$100K - $106K
|
2.55K
$69.1K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.65K- 3.33% |
$98.7K - $104K
|
106K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-3.58K- 19.51% |
$96.8K - $102K
|
14.8K
$401K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.58K- 5.1% |
$96.6K - $102K
|
66.5K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-3.55K- 3.9% |
$96K - $101K
|
87.7K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.45K- 15.05% |
$93.2K - $98.5K
|
19.5K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.44K- 8.89% |
$92.9K - $98.2K
|
35.2K
$955K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.32K- 0.8% |
$89.7K - $94.8K
|
411K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.24K- 7.92% |
$87.5K - $92.5K
|
37.7K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-3.24K- 99.88% |
$87.4K - $92.4K
|
4
$108
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.21K- 63.63% |
$86.7K - $91.6K
|
1.84K
$49.7K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.12K- 0.35% |
$84.3K - $89K
|
882K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.1K- 1.24% |
$83.7K - $88.4K
|
247K
$6.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.06K- 6.38% |
$82.7K - $87.4K
|
44.9K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-3.04K- 16.47% |
$82.2K - $86.8K
|
15.4K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3K- 1.67% |
$81K - $85.6K
|
177K
$4.79M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.96K- 28.19% |
$79.9K - $84.4K
|
7.53K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.91K- 25.44% |
$78.5K - $83K
|
8.53K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.88K- 0.67% |
$77.7K - $82.1K
|
427K
$11.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.87K- 2.51% |
$77.6K - $82K
|
112K
$3.02M
|