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 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-324- 3.34% |
$8.55K - $9.06K
|
9.38K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-305- 1.1% |
$8.05K - $8.52K
|
27.5K
$749K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-300- 3.9% |
$7.91K - $8.39K
|
7.4K
$202K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-285- 3.25% |
$7.52K - $7.97K
|
8.47K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-274- 1.92% |
$7.23K - $7.66K
|
14K
$381K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-272- 2.26% |
$7.18K - $7.6K
|
11.8K
$321K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-269- 0.74% |
$7.1K - $7.52K
|
36.2K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-263- 6.97% |
$6.94K - $7.35K
|
3.51K
$95.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-254- 1.96% |
$6.7K - $7.1K
|
12.7K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-240- 2.28% |
$6.33K - $6.71K
|
10.3K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-227- 2.58% |
$5.99K - $6.34K
|
8.59K
$234K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-225- 2.51% |
$5.94K - $6.29K
|
8.74K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-216- 2.64% |
$5.7K - $6.04K
|
7.98K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-213- 2.02% |
$5.62K - $5.95K
|
10.3K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-210- 1.19% |
$5.54K - $5.87K
|
17.5K
$476K
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-197- 44.07% |
$5.2K - $5.51K
|
250
$6.81K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-184- 0.9% |
$4.85K - $5.14K
|
20.3K
$554K
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-181- 0.98% |
$4.77K - $5.06K
|
18.2K
$496K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-180- 0.17% |
$4.75K - $5.03K
|
104K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-173- 1.05% |
$4.56K - $4.84K
|
16.3K
$445K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-169- 0.56% |
$4.46K - $4.72K
|
29.9K
$815K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-168- 0.15% |
$4.43K - $4.7K
|
109K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-168- 0.59% |
$4.43K - $4.7K
|
28.4K
$774K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-156- 36.62% |
$4.12K - $4.36K
|
270
$7.35K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-156- 0.04% |
$4.12K - $4.36K
|
377K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-144- 53.33% |
$3.8K - $4.02K
|
126
$3.43K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-143- 0.42% |
$3.77K - $4K
|
34K
$927K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-136- 1.71% |
$3.59K - $3.8K
|
7.83K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-129- 0.42% |
$3.4K - $3.61K
|
31K
$843K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-125- 0.11% |
$3.3K - $3.49K
|
116K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-121- 0.95% |
$3.19K - $3.38K
|
12.6K
$344K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-120- 1.51% |
$3.17K - $3.35K
|
7.82K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-115- 0.81% |
$3.03K - $3.21K
|
14.2K
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 0.47% |
$2.64K - $2.8K
|
21.3K
$581K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-100- 0.2% |
$2.64K - $2.8K
|
49.2K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-99- 0.27% |
$2.61K - $2.77K
|
36.3K
$989K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-96- 0.34% |
$2.53K - $2.68K
|
28.4K
$772K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-94- 2.57% |
$2.48K - $2.63K
|
3.56K
$97K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-92- 0.9% |
$2.43K - $2.57K
|
10.1K
$275K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-91- 0.16% |
$2.4K - $2.54K
|
58.4K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-90- 0.63% |
$2.37K - $2.52K
|
14.2K
$387K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-87- 0.08% |
$2.3K - $2.43K
|
106K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-80- 1.35% |
$2.11K - $2.24K
|
5.86K
$160K
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-70- 0.31% |
$1.85K - $1.96K
|
22.6K
$617K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-69- 0.02% |
$1.82K - $1.93K
|
309K
$8.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-66- 0.54% |
$1.74K - $1.84K
|
12.1K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 0.47% |
$1.32K - $1.4K
|
10.5K
$286K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-45- 2.44% |
$1.19K - $1.26K
|
1.8K
$49.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-44- 1.2% |
$1.16K - $1.23K
|
3.62K
$98.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-42- 0.14% |
$1.11K - $1.17K
|
29.3K
$799K
|
|