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 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-610- 1.52% |
$16.1K - $17K
|
39.4K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-610- 2.1% |
$16.1K - $17K
|
28.4K
$774K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-604- 2.34% |
$15.9K - $16.9K
|
25.2K
$688K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-601- 0.95% |
$15.9K - $16.8K
|
62.5K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-600- 6.25% |
$15.8K - $16.8K
|
9K
$245K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-580- 2.53% |
$15.3K - $16.2K
|
22.3K
$608K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-574- 2.76% |
$15.1K - $16K
|
20.2K
$551K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-566- 82.51% |
$14.9K - $15.8K
|
120
$3.27K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-564- 21.98% |
$14.9K - $15.8K
|
2K
$54.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-552- 1.63% |
$14.6K - $15.4K
|
33.3K
$908K
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-538- 4.69% |
$14.2K - $15K
|
10.9K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-534- 1.04% |
$14.1K - $14.9K
|
50.9K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-530- 1.9% |
$14K - $14.8K
|
27.4K
$746K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-525- 1.12% |
$13.8K - $14.7K
|
46.3K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-524- 0.7% |
$13.8K - $14.6K
|
74.6K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-524- 2.97% |
$13.8K - $14.6K
|
17.1K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-522- 6.55% |
$13.8K - $14.6K
|
7.45K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-522- 6.55% |
$13.8K - $14.6K
|
7.45K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-504- 0.5% |
$13.3K - $14.1K
|
99.4K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-501- 4.2% |
$13.2K - $14K
|
11.4K
$311K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-493- 0.55% |
$13K - $13.8K
|
89.1K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-483- 3.12% |
$12.7K - $13.5K
|
15K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-482- 2.35% |
$12.7K - $13.5K
|
20K
$546K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-480- 5.97% |
$12.7K - $13.4K
|
7.56K
$206K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-480- 1.86% |
$12.7K - $13.4K
|
25.3K
$690K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-474- 0.93% |
$12.5K - $13.2K
|
50.6K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-472- 1.83% |
$12.5K - $13.2K
|
25.3K
$688K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-455- 3.38% |
$12K - $12.7K
|
13K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-451- 2.21% |
$11.9K - $12.6K
|
19.9K
$543K
|
|
|
Nov 06, 2025
Q3 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-450- 0.87% |
$11.9K - $12.6K
|
51.6K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-445- 0.09% |
$11.7K - $12.4K
|
473K
$12.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-444- 2.45% |
$11.7K - $12.4K
|
17.7K
$483K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-436- 3.26% |
$11.5K - $12.2K
|
12.9K
$352K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-422- 2.32% |
$11.1K - $11.8K
|
17.8K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-421- 1.62% |
$11.1K - $11.8K
|
25.5K
$695K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-420- 2.14% |
$11.1K - $11.7K
|
19.2K
$524K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-411- 4.8% |
$10.8K - $11.5K
|
8.15K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-409- 2.14% |
$10.8K - $11.4K
|
18.7K
$510K
|
|
|
Nov 05, 2025
Q3 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-405- 1.33% |
$10.7K - $11.3K
|
30K
$817K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-375- 1.95% |
$9.89K - $10.5K
|
18.9K
$514K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-367- 3.77% |
$9.68K - $10.3K
|
9.37K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-361- 1.34% |
$9.52K - $10.1K
|
26.6K
$725K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-359- 30.66% |
$9.47K - $10K
|
812
$22.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-354- 1.35% |
$9.34K - $9.89K
|
25.8K
$704K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-349- 3.74% |
$9.21K - $9.75K
|
8.99K
$245K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-342- 3.04% |
$9.02K - $9.56K
|
10.9K
$297K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-335- 0.85% |
$8.84K - $9.36K
|
39.2K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-333- 4.03% |
$8.78K - $9.31K
|
7.94K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-333- 5.0% |
$8.78K - $9.31K
|
6.33K
$172K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-324- 3.34% |
$8.55K - $9.06K
|
9.38K
$256K
|
|