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 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.15K- 3.99% |
$215K - $228K
|
196K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.13K- 0.97% |
$214K - $227K
|
827K
$22.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-8.11K- 5.6% |
$214K - $227K
|
137K
$3.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-7.95K- 47.93% |
$210K - $222K
|
8.63K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-7.89K- 3.48% |
$208K - $221K
|
219K
$5.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-7.86K- 7.07% |
$207K - $220K
|
103K
$2.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.82K- 4.79% |
$206K - $218K
|
155K
$4.23M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7.77K- 1.58% |
$205K - $217K
|
483K
$13.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.71K- 2.45% |
$203K - $216K
|
307K
$8.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-7.71K- 2.42% |
$203K - $216K
|
311K
$8.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-7.62K- 14.6% |
$201K - $213K
|
44.6K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-7.6K- 6.16% |
$200K - $212K
|
116K
$3.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-7.56K- 13.2% |
$200K - $211K
|
49.7K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.51K- 7.41% |
$198K - $210K
|
93.8K
$2.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-7.49K- 46.57% |
$198K - $209K
|
8.6K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-7.33K- 21.08% |
$193K - $205K
|
27.4K
$747K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7.21K- 10.39% |
$190K - $202K
|
62.2K
$1.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-7.14K- 4.82% |
$188K - $199K
|
141K
$3.84M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.12K- 44.66% |
$188K - $199K
|
8.82K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7.08K- 1.34% |
$187K - $198K
|
521K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-7.06K- 26.75% |
$186K - $197K
|
19.3K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-7.01K- 17.32% |
$185K - $196K
|
33.5K
$912K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.98K- 7.9% |
$184K - $195K
|
81.4K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-6.93K- 33.74% |
$183K - $194K
|
13.6K
$371K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-6.81K- 3.22% |
$180K - $190K
|
205K
$5.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-6.69K- 1.88% |
$176K - $187K
|
349K
$9.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-6.59K- 8.39% |
$174K - $184K
|
71.9K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-6.57K- 21.25% |
$173K - $183K
|
24.3K
$663K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-6.46K- 1.31% |
$170K - $181K
|
485K
$13.2M
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
SELL
|
- |
-6.45K- 5.95% |
$170K - $180K
|
102K
$2.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.4K- 4.07% |
$169K - $179K
|
151K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.26K- 18.61% |
$165K - $175K
|
27.4K
$745K
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-6.24K- 37.3% |
$165K - $174K
|
10.5K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6.11K- 1.97% |
$161K - $171K
|
304K
$8.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-6.05K- 4.39% |
$160K - $169K
|
132K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-6.04K- 18.32% |
$159K - $169K
|
26.9K
$733K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-6K- 7.07% |
$158K - $168K
|
78.8K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.97K- 0.77% |
$158K - $167K
|
770K
$21M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.94K- 6.94% |
$157K - $166K
|
79.6K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.87K- 1.95% |
$155K - $164K
|
296K
$8.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-5.86K- 4.2% |
$155K - $164K
|
134K
$3.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-5.86K- 4.95% |
$154K - $164K
|
112K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
SELL
|
- |
-5.85K- 1.55% |
$154K - $163K
|
372K
$10.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-5.78K- 9.07% |
$152K - $162K
|
58K
$1.58M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.77K- 4.33% |
$152K - $161K
|
127K
$3.47M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-5.7K- 7.29% |
$150K - $159K
|
72.5K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.69K- 12.12% |
$150K - $159K
|
41.2K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.64K- 2.42% |
$149K - $158K
|
227K
$6.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.63K- 9.44% |
$149K - $157K
|
54.1K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-5.45K- 1.39% |
$144K - $152K
|
388K
$10.6M
|
|