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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.49K- 5.69% |
$118K - $125K
|
74.3K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-4.48K- 0.8% |
$118K - $125K
|
556K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.42K- 23.09% |
$117K - $124K
|
14.7K
$401K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.39K- 3.0% |
$116K - $123K
|
142K
$3.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-4.38KClosed |
$116K - $123K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-4.31K- 92.71% |
$114K - $120K
|
339
$9.23K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4.31K- 2.58% |
$114K - $120K
|
163K
$4.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.27K- 5.8% |
$113K - $119K
|
69.3K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.26K- 3.34% |
$112K - $119K
|
123K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.23K- 1.65% |
$111K - $118K
|
252K
$6.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-4.22K- 30.38% |
$111K - $118K
|
9.67K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.21K- 4.36% |
$111K - $118K
|
92.2K
$2.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.2K- 4.23% |
$111K - $117K
|
95.1K
$2.59M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.19K- 21.4% |
$110K - $117K
|
15.4K
$419K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-4.08K- 23.43% |
$108K - $114K
|
13.3K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.9K- 6.13% |
$103K - $109K
|
59.7K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-3.84K- 10.97% |
$101K - $107K
|
31.2K
$850K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.8K- 1.14% |
$100K - $106K
|
329K
$8.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.74K- 3.3% |
$98.7K - $105K
|
110K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.68K- 16.86% |
$97.2K - $103K
|
18.2K
$495K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-3.68K- 2.66% |
$96.9K - $103K
|
135K
$3.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-3.62K- 22.24% |
$95.5K - $101K
|
12.7K
$345K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.61K- 29.25% |
$95.2K - $101K
|
8.73K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-3.6K- 1.33% |
$94.9K - $101K
|
266K
$7.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-3.59K- 2.88% |
$94.7K - $100K
|
121K
$3.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-3.58K- 17.83% |
$94.4K - $100K
|
16.5K
$449K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-3.5K- 1.02% |
$92.3K - $97.7K
|
339K
$9.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.44K- 0.95% |
$90.7K - $96.1K
|
358K
$9.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-3.37K- 1.29% |
$88.8K - $94.1K
|
257K
$7M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.34K- 12.33% |
$88.2K - $93.4K
|
23.8K
$647K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.31K- 9.82% |
$87.2K - $92.4K
|
30.4K
$828K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.24K- 4.25% |
$85.4K - $90.5K
|
72.9K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.22K- 2.47% |
$84.9K - $90K
|
127K
$3.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.21K- 7.54% |
$84.7K - $89.7K
|
39.4K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.13K- 22.81% |
$82.7K - $87.6K
|
10.6K
$289K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.13K- 1.42% |
$82.4K - $87.3K
|
218K
$5.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-3.11K- 2.04% |
$82K - $86.9K
|
149K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.1K- 1.71% |
$81.8K - $86.6K
|
178K
$4.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.09K- 0.89% |
$81.6K - $86.4K
|
346K
$9.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-2.97K- 22.61% |
$78.3K - $82.9K
|
10.2K
$277K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.96K- 9.7% |
$78.2K - $82.8K
|
27.6K
$752K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-2.93K- 0.18% |
$77.2K - $81.8K
|
1.64M
$44.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.92K- 4.19% |
$77K - $81.6K
|
66.7K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.91K- 20.55% |
$76.8K - $81.4K
|
11.3K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-2.91K- 23.56% |
$76.7K - $81.3K
|
9.43K
$257K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-2.88K- 2.58% |
$75.9K - $80.5K
|
109K
$2.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.87K- 4.97% |
$75.7K - $80.2K
|
54.9K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.86K- 15.2% |
$75.4K - $79.9K
|
15.9K
$434K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.85K- 2.41% |
$75.2K - $79.6K
|
115K
$3.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.85K- 12.8% |
$75.1K - $79.5K
|
19.4K
$528K
|
|