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 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.01M- 31.72% |
$26.8M - $27.9M
|
2.18M
$59.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-912K- 98.2% |
$24.1M - $25.1M
|
16.7K
$455K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-713K- 45.59% |
$18.9M - $19.6M
|
851K
$23.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-560K- 18.08% |
$14.8M - $15.4M
|
2.54M
$69.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-236K- 12.18% |
$6.23M - $6.49M
|
1.7M
$46.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-225K- 92.28% |
$5.96M - $6.2M
|
18.8K
$513K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-173K- 7.99% |
$4.58M - $4.77M
|
2M
$54.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-130K- 5.51% |
$3.44M - $3.58M
|
2.23M
$60.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-119K- 6.3% |
$3.13M - $3.26M
|
1.76M
$48.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-113K- 1.84% |
$2.99M - $3.11M
|
6.04M
$164M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-75.5K- 11.0% |
$2M - $2.08M
|
611K
$16.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-67.8K- 8.58% |
$1.79M - $1.87M
|
723K
$19.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-65.9K- 67.41% |
$1.74M - $1.81M
|
31.9K
$868K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-59K- 26.98% |
$1.56M - $1.62M
|
160K
$4.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-53.7K- 78.06% |
$1.42M - $1.48M
|
15.1K
$411K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-46.3K- 11.7% |
$1.22M - $1.27M
|
349K
$9.52M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-41K- 16.32% |
$1.08M - $1.13M
|
210K
$5.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-34.7K- 1.74% |
$918K - $956K
|
1.96M
$53.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-34.4K- 2.84% |
$910K - $947K
|
1.18M
$32M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-31.5K- 6.5% |
$833K - $867K
|
453K
$12.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30.7K- 12.63% |
$812K - $845K
|
212K
$5.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-25.8K- 3.52% |
$682K - $711K
|
708K
$19.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24.2K- 38.95% |
$640K - $667K
|
38K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-24.2K- 2.99% |
$640K - $666K
|
786K
$21.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-23.1K- 32.44% |
$610K - $636K
|
48.1K
$1.31M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-22.1K- 16.67% |
$585K - $609K
|
111K
$3.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-21.9K- 4.74% |
$580K - $604K
|
441K
$12M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20.8K- 8.87% |
$549K - $571K
|
213K
$5.81M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 10.21% |
$517K - $538K
|
172K
$4.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.3K- 19.1% |
$485K - $505K
|
77.7K
$2.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 6.9% |
$481K - $501K
|
245K
$6.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-18.1K- 5.99% |
$478K - $498K
|
284K
$7.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-17.3K- 12.31% |
$459K - $477K
|
124K
$3.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-16.5K- 7.62% |
$438K - $456K
|
201K
$5.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14K- 24.22% |
$371K - $386K
|
43.9K
$1.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-12.8K- 8.23% |
$338K - $352K
|
142K
$3.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 6.85% |
$330K - $344K
|
170K
$4.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-10.5K- 41.82% |
$277K - $288K
|
14.6K
$397K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.4K- 47.18% |
$275K - $287K
|
11.7K
$318K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-10.2K- 2.22% |
$269K - $280K
|
448K
$12.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.1K- 2.5% |
$267K - $278K
|
394K
$10.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-10K- 44.99% |
$264K - $275K
|
12.2K
$333K
|
|
|
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 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.18K- 9.21% |
$243K - $253K
|
90.5K
$2.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.99K- 17.05% |
$238K - $247K
|
43.7K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-8.03K- 7.58% |
$212K - $221K
|
98K
$2.67M
|
|