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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.7K- 11.38% |
$414K - $432K
|
122K
$3.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-14.5K- 4.15% |
$383K - $399K
|
334K
$9.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14K- 24.22% |
$371K - $386K
|
43.9K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-13.7K- 3.77% |
$362K - $377K
|
349K
$9.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-13.6K- 61.6% |
$359K - $374K
|
8.47K
$231K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-12.8K- 8.23% |
$338K - $352K
|
142K
$3.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 6.85% |
$330K - $344K
|
170K
$4.62M
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-11.6K- 2.93% |
$306K - $319K
|
383K
$10.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-11.2K- 22.51% |
$297K - $309K
|
38.6K
$1.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-10.5K- 41.82% |
$277K - $288K
|
14.6K
$397K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.4K- 47.18% |
$275K - $287K
|
11.7K
$318K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-10.2K- 2.22% |
$269K - $280K
|
448K
$12.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.1K- 2.5% |
$267K - $278K
|
394K
$10.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-10.1K- 30.28% |
$267K - $278K
|
23.2K
$633K
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-10K- 44.99% |
$264K - $275K
|
12.2K
$333K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.95K- 83.76% |
$263K - $274K
|
1.93K
$52.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.82K- 2.91% |
$260K - $270K
|
328K
$8.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-9.51K- 16.17% |
$251K - $262K
|
49.3K
$1.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9.47K- 1.84% |
$250K - $261K
|
506K
$13.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-9.25K- 1.58% |
$245K - $255K
|
577K
$15.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.22K- 2.19% |
$244K - $254K
|
412K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.18K- 9.21% |
$243K - $253K
|
90.5K
$2.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.99K- 17.05% |
$238K - $247K
|
43.7K
$1.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.98K- 3.57% |
$237K - $247K
|
243K
$6.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.49K- 3.34% |
$224K - $234K
|
246K
$6.69M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8.13K- 2.12% |
$215K - $224K
|
376K
$10.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-8.03K- 7.58% |
$212K - $221K
|
98K
$2.67M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.9K- 2.67% |
$209K - $217K
|
288K
$7.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-7.62K- 99.53% |
$202K - $210K
|
36
$981
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-7.51K- 10.93% |
$199K - $207K
|
61.3K
$1.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-7.48K- 34.12% |
$198K - $206K
|
14.4K
$393K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-7.15K- 3.49% |
$189K - $197K
|
198K
$5.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.52K- 5.87% |
$172K - $179K
|
105K
$2.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.48K- 29.69% |
$171K - $178K
|
15.3K
$418K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.3K- 11.95% |
$167K - $173K
|
46.4K
$1.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.83K- 1.58% |
$154K - $160K
|
363K
$9.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 8.56% |
$149K - $155K
|
60.4K
$1.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.6K- 4.39% |
$148K - $154K
|
122K
$3.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-5.31K- 1.1% |
$140K - $146K
|
477K
$13M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.24K- 13.35% |
$139K - $144K
|
34K
$927K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.17K- 13.96% |
$137K - $142K
|
31.9K
$869K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 1.26% |
$137K - $142K
|
405K
$11M
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.14K- 0.82% |
$136K - $141K
|
620K
$16.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.85K- 4.88% |
$128K - $133K
|
94.4K
$2.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.82K- 19.58% |
$127K - $133K
|
19.8K
$539K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.76K- 13.01% |
$126K - $131K
|
31.8K
$866K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.68K- 13.48% |
$124K - $129K
|
30.1K
$819K
|
|
|
Jan 14, 2026
Q4 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-4.5K- 1.94% |
$119K - $124K
|
227K
$6.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-4.42K- 4.47% |
$117K - $122K
|
94.6K
$2.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-4.33K- 26.34% |
$114K - $119K
|
12.1K
$329K
|
|