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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.87K- 0.21% |
$77.5K - $81.9K
|
1.36M
$36.9M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.8K- 4.41% |
$75.7K - $79.9K
|
60.7K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.8K- 0.98% |
$75.6K - $79.9K
|
284K
$7.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.79K- 22.44% |
$75.4K - $79.7K
|
9.65K
$261K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.77K- 22.98% |
$74.8K - $79.1K
|
9.29K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.72K- 1.52% |
$73.6K - $77.7K
|
176K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.72K- 0.76% |
$73.5K - $77.7K
|
355K
$9.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-2.72K- 60.48% |
$73.5K - $77.6K
|
1.78K
$48.1K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.71K- 5.41% |
$73.3K - $77.5K
|
47.5K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.61K- 5.13% |
$70.4K - $74.4K
|
48.2K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 13.18% |
$70.1K - $74.1K
|
17.1K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.53KClosed |
$68.4K - $72.3K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2.51K- 30.23% |
$67.8K - $71.6K
|
5.79K
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.5K- 1.92% |
$67.5K - $71.3K
|
128K
$3.46M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.47K- 2.52% |
$66.7K - $70.5K
|
95.6K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.47K- 1.06% |
$66.6K - $70.4K
|
231K
$6.26M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.46K- 1.72% |
$66.5K - $70.3K
|
141K
$3.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.43K- 3.25% |
$65.6K - $69.3K
|
72.3K
$1.96M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.36K- 5.34% |
$63.8K - $67.4K
|
41.9K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.35K- 6.21% |
$63.4K - $67K
|
35.5K
$961K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-2.27K- 7.58% |
$61.3K - $64.8K
|
27.7K
$751K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.18K- 68.75% |
$58.8K - $62.2K
|
990
$26.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.14K- 16.78% |
$57.7K - $60.9K
|
10.6K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.1K- 6.41% |
$56.7K - $59.9K
|
30.7K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.1K- 0.14% |
$56.7K - $59.9K
|
1.46M
$39.5M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.07K- 1.71% |
$55.8K - $59K
|
118K
$3.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.04K- 9.02% |
$55.1K - $58.3K
|
20.6K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-2.04K- 2.09% |
$55K - $58.1K
|
95.3K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-2.03K- 0.85% |
$54.9K - $58K
|
238K
$6.45M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.03K- 5.23% |
$54.9K - $58K
|
36.8K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-2.03K- 7.73% |
$54.9K - $58K
|
24.3K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.01K- 6.2% |
$54.4K - $57.5K
|
30.5K
$826K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2K- 62.08% |
$53.9K - $57K
|
1.22K
$33K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2K- 3.48% |
$53.9K - $56.9K
|
55.3K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.97K- 8.8% |
$53.1K - $56.1K
|
20.4K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-1.96K- 2.94% |
$52.8K - $55.8K
|
64.6K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.96K- 0.47% |
$52.8K - $55.8K
|
414K
$11.2M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.92K- 17.85% |
$51.9K - $54.8K
|
8.84K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.91K- 11.72% |
$51.6K - $54.5K
|
14.4K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.9K- 9.01% |
$51.3K - $54.2K
|
19.2K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-1.9K- 2.82% |
$51.3K - $54.2K
|
65.5K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.88K- 0.49% |
$50.7K - $53.6K
|
377K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.87K- 20.55% |
$50.6K - $53.4K
|
7.24K
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.87K- 11.29% |
$50.4K - $53.3K
|
14.7K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 1.29% |
$50.4K - $53.2K
|
142K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.84K- 7.06% |
$49.8K - $52.6K
|
24.2K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.8K- 1.58% |
$48.5K - $51.3K
|
112K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.76K- 1.65% |
$47.6K - $50.3K
|
105K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.76K- 4.4% |
$47.5K - $50.2K
|
38.3K
$1.04M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.75K- 6.32% |
$47.3K - $50K
|
26K
$704K
|