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 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.65K- 2.61% |
$64.4K - $73.8K
|
98.7K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.64K- 86.11% |
$64.3K - $73.6K
|
426
$11.7K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.6K- 1.21% |
$63.1K - $72.4K
|
211K
$5.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2.56K- 12.17% |
$62.4K - $71.5K
|
18.5K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-2.54K- 0.79% |
$61.8K - $70.8K
|
319K
$8.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.53K- 6.61% |
$61.5K - $70.5K
|
35.8K
$982K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.53K- 9.28% |
$61.5K - $70.5K
|
24.7K
$679K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.52K- 11.62% |
$61.3K - $70.2K
|
19.2K
$526K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.48K- 14.53% |
$60.4K - $69.2K
|
14.6K
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.46K- 9.26% |
$59.8K - $68.5K
|
24.1K
$662K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-2.44K- 13.96% |
$59.4K - $68.1K
|
15.1K
$414K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.43K- 1.33% |
$59K - $67.6K
|
180K
$4.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.35K- 3.25% |
$57.2K - $65.6K
|
69.9K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.26K- 6.61% |
$55K - $63K
|
31.9K
$878K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-2.24K- 16.2% |
$54.4K - $62.3K
|
11.6K
$318K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.21K- 2.18% |
$53.8K - $61.7K
|
99.1K
$2.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.21K- 1.73% |
$53.6K - $61.5K
|
126K
$3.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 32.84% |
$53.4K - $61.2K
|
4.49K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.14K- 2.29% |
$51.9K - $59.5K
|
91K
$2.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-2.12K- 14.89% |
$51.6K - $59.1K
|
12.1K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.05K- 4.19% |
$49.9K - $57.2K
|
47K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.03K- 15.67% |
$49.3K - $56.5K
|
10.9K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2.02K- 34.88% |
$49.2K - $56.3K
|
3.77K
$104K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.01K- 2.49% |
$48.8K - $55.9K
|
78.5K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.98K- 3.66% |
$48K - $55K
|
52K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.96K- 15.29% |
$47.6K - $54.5K
|
10.8K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.94K- 15.78% |
$47.3K - $54.2K
|
10.4K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.91K- 7.7% |
$46.5K - $53.3K
|
22.9K
$630K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.9K- 8.45% |
$46.2K - $52.9K
|
20.6K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.88K- 9.78% |
$45.6K - $52.3K
|
17.3K
$476K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.86K- 14.24% |
$45.2K - $51.8K
|
11.2K
$308K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.86K- 7.18% |
$45.2K - $51.8K
|
24K
$660K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.85K- 21.23% |
$44.9K - $51.5K
|
6.85K
$188K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.83K- 1.36% |
$44.5K - $51K
|
133K
$3.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.8K- 1.6% |
$43.8K - $50.2K
|
111K
$3.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-1.79K- 11.43% |
$43.6K - $49.9K
|
13.9K
$382K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.77K- 0.58% |
$42.9K - $49.2K
|
302K
$8.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.75K- 17.16% |
$42.6K - $48.9K
|
8.46K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.72K- 8.99% |
$41.9K - $48K
|
17.4K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.7K- 0.97% |
$41.2K - $47.2K
|
173K
$4.77M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-1.68K- 9.9% |
$40.8K - $46.8K
|
15.3K
$420K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.63K- 1.17% |
$39.7K - $45.5K
|
138K
$3.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.63K- 1.25% |
$39.5K - $45.3K
|
129K
$3.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.62K- 7.22% |
$39.5K - $45.2K
|
20.9K
$573K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.62K- 1.9% |
$39.4K - $45.2K
|
83.9K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.62K- 4.62% |
$39.3K - $45.1K
|
33.3K
$916K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.6K- 0.23% |
$38.8K - $44.5K
|
695K
$19.1M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.6K- 11.22% |
$38.8K - $44.5K
|
12.6K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.59K- 1.83% |
$38.8K - $44.4K
|
85.6K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 4.03% |
$36.9K - $42.3K
|
36.1K
$992K
|