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 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-12.4K- 10.47% |
$327K - $346K
|
106K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-12.3K- 5.35% |
$326K - $345K
|
218K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.1K- 0.59% |
$320K - $339K
|
2.04M
$55.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12.1K- 2.73% |
$319K - $338K
|
431K
$11.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-12K- 4.2% |
$316K - $335K
|
273K
$7.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.9K- 1.65% |
$315K - $334K
|
712K
$19.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-11.9K- 10.6% |
$315K - $333K
|
101K
$2.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-11.9K- 0.62% |
$313K - $332K
|
1.9M
$51.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.7K- 9.94% |
$308K - $326K
|
106K
$2.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.7K- 45.3% |
$307K - $326K
|
14.1K
$383K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.6K- 5.76% |
$307K - $326K
|
190K
$5.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-11.5K- 7.61% |
$303K - $321K
|
139K
$3.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-11.4K- 1.43% |
$301K - $319K
|
788K
$21.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-11.3K- 3.35% |
$297K - $315K
|
325K
$8.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-11.1K- 58.51% |
$294K - $311K
|
7.9K
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-11K- 20.81% |
$289K - $307K
|
41.7K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-10.9K- 1.56% |
$287K - $304K
|
687K
$18.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.8K- 4.87% |
$284K - $301K
|
210K
$5.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.6K- 3.93% |
$280K - $297K
|
260K
$7.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.6K- 40.91% |
$279K - $296K
|
15.3K
$416K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-10.4K- 14.14% |
$275K - $291K
|
63.2K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10.3K- 9.28% |
$272K - $289K
|
101K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-10.3K- 3.08% |
$271K - $288K
|
324K
$8.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-10.2K- 12.08% |
$270K - $286K
|
74.6K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-10.1K- 8.79% |
$266K - $282K
|
105K
$2.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-10K- 1.92% |
$265K - $280K
|
511K
$13.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-9.96K- 7.2% |
$263K - $278K
|
128K
$3.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-9.91K- 28.03% |
$261K - $277K
|
25.4K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.79K- 6.72% |
$258K - $274K
|
136K
$3.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-9.76K- 1.19% |
$257K - $273K
|
810K
$22.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-9.63K- 10.11% |
$254K - $269K
|
85.6K
$2.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-9.49K- 2.4% |
$250K - $265K
|
385K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9.48K- 36.94% |
$250K - $265K
|
16.2K
$441K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-9.36K- 1.41% |
$247K - $262K
|
656K
$17.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-9.34K- 6.34% |
$246K - $261K
|
138K
$3.76M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.24K- 34.91% |
$244K - $258K
|
17.2K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-9.23K- 17.36% |
$243K - $258K
|
43.9K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.15K- 7.34% |
$241K - $256K
|
116K
$3.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-9.06K- 2.42% |
$239K - $253K
|
365K
$9.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-9.02K- 4.73% |
$238K - $252K
|
182K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.93K- 14.45% |
$236K - $250K
|
52.8K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.84K- 3.21% |
$233K - $247K
|
267K
$7.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-8.84K- 87.93% |
$233K - $247K
|
1.21K
$33.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.55K- 3.29% |
$226K - $239K
|
252K
$6.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-8.45K- 14.19% |
$223K - $236K
|
51.1K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-8.42K- 5.36% |
$222K - $235K
|
149K
$4.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.37K- 15.78% |
$221K - $234K
|
44.7K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8.3K- 2.84% |
$219K - $232K
|
284K
$7.74M
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-8.29K- 9.83% |
$219K - $232K
|
76K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-8.18K- 14.69% |
$216K - $229K
|
47.5K
$1.29M
|
|