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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.82K- 3.07% |
$74.3K - $78.7K
|
88.9K
$2.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.8K- 5.2% |
$73.8K - $78.2K
|
51K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.78K- 17.25% |
$73.3K - $77.6K
|
13.3K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.77K- 10.53% |
$73.2K - $77.5K
|
23.6K
$642K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.72K- 4.55% |
$71.6K - $75.9K
|
56.9K
$1.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.71K- 0.56% |
$71.4K - $75.7K
|
482K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-2.71K- 4.92% |
$71.4K - $75.6K
|
52.3K
$1.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.63K- 4.8% |
$69.4K - $73.5K
|
52.2K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.62K- 1.38% |
$69K - $73.1K
|
187K
$5.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.59K- 20.61% |
$68.4K - $72.5K
|
9.99K
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.57K- 70.95% |
$67.7K - $71.7K
|
1.05K
$28.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-2.55K- 9.14% |
$67.3K - $71.4K
|
25.4K
$691K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-2.54K- 20.75% |
$66.9K - $70.9K
|
9.68K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.51K- 18.0% |
$66.2K - $70.1K
|
11.4K
$311K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.47K- 3.91% |
$65.2K - $69.1K
|
60.7K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.44K- 20.22% |
$64.3K - $68.1K
|
9.61K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.43K- 24.04% |
$64.2K - $68K
|
7.69K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.42K- 0.35% |
$63.8K - $67.6K
|
693K
$18.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.38K- 5.08% |
$62.9K - $66.6K
|
44.6K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.38K- 8.74% |
$62.7K - $66.4K
|
24.8K
$676K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.37K- 2.72% |
$62.5K - $66.2K
|
84.9K
$2.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.34K- 1.98% |
$61.7K - $65.4K
|
116K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.34K- 12.77% |
$61.6K - $65.3K
|
15.9K
$434K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.32K- 3.89% |
$61.1K - $64.7K
|
57.2K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.31K- 2.15% |
$61K - $64.7K
|
105K
$2.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-2.31K- 4.08% |
$60.8K - $64.4K
|
54.2K
$1.48M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.29K- 1.72% |
$60.3K - $63.9K
|
130K
$3.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.27K- 5.06% |
$59.9K - $63.5K
|
42.6K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 0.91% |
$59.9K - $63.4K
|
246K
$6.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.18K- 4.23% |
$57.5K - $61K
|
49.4K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.14K- 18.15% |
$56.5K - $59.9K
|
9.66K
$263K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.13K- 1.11% |
$56.1K - $59.4K
|
190K
$5.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 20.24% |
$55.7K - $59K
|
8.32K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.1K- 10.06% |
$55.5K - $58.8K
|
18.8K
$512K
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-2.1K- 4.46% |
$55.4K - $58.7K
|
45K
$1.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.07K- 8.17% |
$54.5K - $57.7K
|
23.2K
$632K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.04K- 9.0% |
$53.8K - $57K
|
20.6K
$561K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2K- 2.59% |
$52.7K - $55.9K
|
75.2K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2K- 5.73% |
$52.6K - $55.8K
|
32.8K
$894K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.99K- 2.01% |
$52.6K - $55.7K
|
97.1K
$2.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 1.25% |
$52.2K - $55.3K
|
156K
$4.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.96K- 2.79% |
$51.8K - $54.9K
|
68.5K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.86K- 5.58% |
$49.1K - $52K
|
31.5K
$858K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.84K- 2.65% |
$48.5K - $51.3K
|
67.6K
$1.84M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.82K- 1.98% |
$48.1K - $50.9K
|
90.1K
$2.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-1.82K- 0.26% |
$47.9K - $50.8K
|
709K
$19.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.81K- 3.94% |
$47.7K - $50.6K
|
44.2K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.77K- 2.52% |
$46.6K - $49.3K
|
68.2K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.75K- 8.98% |
$46.2K - $48.9K
|
17.7K
$483K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.75K- 7.26% |
$46.1K - $48.9K
|
22.3K
$609K
|
|