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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.88M- 33.55% |
$103M - $107M
|
7.69M
$210M
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-113K- 1.84% |
$2.99M - $3.11M
|
6.04M
$164M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-46.3K- 11.7% |
$1.22M - $1.27M
|
349K
$9.52M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-22.1K- 16.67% |
$585K - $609K
|
111K
$3.01M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 10.21% |
$517K - $538K
|
172K
$4.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 6.9% |
$481K - $501K
|
245K
$6.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-17.3K- 12.31% |
$459K - $477K
|
124K
$3.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14K- 24.22% |
$371K - $386K
|
43.9K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.1K- 2.5% |
$267K - $278K
|
394K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.95K- 83.76% |
$263K - $274K
|
1.93K
$52.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-9.51K- 16.17% |
$251K - $262K
|
49.3K
$1.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9.47K- 1.84% |
$250K - $261K
|
506K
$13.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.22K- 2.19% |
$244K - $254K
|
412K
$11.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-8.03K- 7.58% |
$212K - $221K
|
98K
$2.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-7.62K- 99.53% |
$202K - $210K
|
36
$981
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-7.51K- 10.93% |
$199K - $207K
|
61.3K
$1.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.3K- 11.95% |
$167K - $173K
|
46.4K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 8.56% |
$149K - $155K
|
60.4K
$1.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-5.31K- 1.1% |
$140K - $146K
|
477K
$13M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.17K- 13.96% |
$137K - $142K
|
31.9K
$869K
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-2.97K- 2.86% |
$78.6K - $81.8K
|
101K
$2.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.89K- 28.18% |
$76.4K - $79.6K
|
7.37K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.73K- 4.31% |
$72K - $75K
|
60.5K
$1.65M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-2.45K- 6.88% |
$64.8K - $67.4K
|
33.2K
$904K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.33K- 2.39% |
$61.7K - $64.2K
|
95.4K
$2.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.18K- 17.05% |
$57.6K - $59.9K
|
10.6K
$288K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.85K- 5.95% |
$48.8K - $50.8K
|
29.2K
$795K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-1.84K- 1.12% |
$48.7K - $50.7K
|
163K
$4.43M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.79K- 3.51% |
$47.4K - $49.3K
|
49.3K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-1.76K- 0.25% |
$46.6K - $48.6K
|
697K
$19M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.36K- 8.26% |
$35.9K - $37.4K
|
15.1K
$411K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.33K- 1.61% |
$35.2K - $36.6K
|
81.5K
$2.22M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.16K- 7.95% |
$30.7K - $32K
|
13.4K
$366K
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-1.08K- 4.14% |
$28.6K - $29.8K
|
25.1K
$683K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-892- 0.45% |
$23.6K - $24.6K
|
198K
$5.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-864- 4.91% |
$22.8K - $23.8K
|
16.7K
$456K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-753- 2.34% |
$19.9K - $20.7K
|
31.5K
$857K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-575- 2.46% |
$15.2K - $15.8K
|
22.8K
$622K
|
|
|
Jan 06, 2026
Q4 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-551- 2.51% |
$14.6K - $15.2K
|
21.4K
$582K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-159- 0.98% |
$4.2K - $4.38K
|
16K
$437K
|
|
|
Jan 06, 2026
Q4 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-119- 0.55% |
$3.15K - $3.28K
|
21.4K
$582K
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-97- 7.37% |
$2.56K - $2.67K
|
1.22K
$33.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-44- 0.2% |
$1.16K - $1.21K
|
22.3K
$607K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-37- 0.09% |
$978 - $1.02K
|
39.4K
$1.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-33- 52.38% |
$873 - $908
|
30
$817
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-31- 0.06% |
$820 - $853
|
52K
$1.42M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.49M- 37.12% |
$145M - $153M
|
9.3M
$253M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-4.62M- 94.25% |
$122M - $129M
|
282K
$7.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-4.22M- 92.59% |
$111M - $118M
|
338K
$9.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.92M- 7.45% |
$77.1M - $81.7M
|
36.3M
$989M
|
|