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 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-28- 0.03% |
$739 - $783
|
89.3K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-27- 0.28% |
$712 - $755
|
9.62K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-25- 0.17% |
$660 - $699
|
14.4K
$391K
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-24- 0.11% |
$633 - $671
|
21.5K
$586K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 0.1% |
$554 - $587
|
21.4K
$582K
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-19- 0.17% |
$501 - $531
|
11.2K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-15- 0.13% |
$396 - $419
|
11.7K
$320K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-6- 0.04% |
$158 - $168
|
15.3K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-5- 0.26% |
$132 - $140
|
1.9K
$51.7K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-805K- 59.07% |
$19.6M - $22.4M
|
557K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-519K- 100.0% |
$12.6M - $14.5M
|
3
$81.7
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-153K- 91.38% |
$3.72M - $4.26M
|
14.4K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-143K- 74.18% |
$3.49M - $4M
|
49.9K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-118K- 31.93% |
$2.87M - $3.29M
|
252K
$6.85M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-71.2K- 0.78% |
$1.73M - $1.98M
|
9.09M
$248M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-66K- 85.21% |
$1.61M - $1.84M
|
11.5K
$312K
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-55.9K- 7.63% |
$1.36M - $1.56M
|
677K
$18.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-28.1K- 75.1% |
$683K - $783K
|
9.31K
$254K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-22K- 48.93% |
$536K - $614K
|
23K
$626K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-15.4K- 1.66% |
$374K - $428K
|
909K
$24.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.6K- 55.79% |
$257K - $294K
|
8.36K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-9.51K- 43.15% |
$231K - $265K
|
12.5K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-7.98K- 43.96% |
$194K - $222K
|
10.2K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-7.97K- 36.73% |
$194K - $222K
|
13.7K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.75K- 46.17% |
$188K - $216K
|
9.03K
$246K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-7.64K- 29.74% |
$186K - $213K
|
18.1K
$492K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.25K- 26.91% |
$176K - $202K
|
19.7K
$536K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.05K- 28.68% |
$147K - $168K
|
15K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.65K- 2.49% |
$137K - $158K
|
221K
$6.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.86K- 30.8% |
$118K - $135K
|
10.9K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-4.23K- 14.19% |
$103K - $118K
|
25.6K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.07K- 3.19% |
$99K - $113K
|
124K
$3.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4K- 23.47% |
$97.4K - $112K
|
13.1K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.9K- 12.02% |
$94.8K - $109K
|
28.5K
$777K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.41K- 7.95% |
$83K - $95.1K
|
39.5K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.33K- 25.12% |
$80.9K - $92.7K
|
9.92K
$270K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.09K- 15.02% |
$75.1K - $86K
|
17.5K
$475K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.9K- 6.5% |
$70.5K - $80.8K
|
41.7K
$1.14M
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-2.67K- 13.93% |
$64.9K - $74.4K
|
16.5K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-2.44K- 13.96% |
$59.4K - $68.1K
|
15.1K
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-2.24K- 16.2% |
$54.4K - $62.3K
|
11.6K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.14K- 2.29% |
$51.9K - $59.5K
|
91K
$2.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.9K- 8.45% |
$46.2K - $52.9K
|
20.6K
$560K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.75K- 17.16% |
$42.6K - $48.9K
|
8.46K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.72K- 8.99% |
$41.9K - $48K
|
17.4K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.62K- 7.22% |
$39.5K - $45.2K
|
20.9K
$568K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.33K- 8.44% |
$32.3K - $37K
|
14.4K
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-1.26K- 13.94% |
$30.6K - $35.1K
|
7.77K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.22K- 8.59% |
$29.7K - $34K
|
13K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-1.18K- 1.42% |
$28.7K - $32.9K
|
82K
$2.23M
|
|