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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-5.45K- 40.41% |
$144K - $152K
|
8.04K
$219K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.41K- 2.54% |
$143K - $151K
|
207K
$5.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.38K- 9.3% |
$142K - $150K
|
52.4K
$1.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5.34K- 16.43% |
$141K - $149K
|
27.2K
$741K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.31K- 3.71% |
$140K - $148K
|
138K
$3.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.27K- 39.76% |
$139K - $147K
|
7.99K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.27K- 17.35% |
$139K - $147K
|
25.1K
$684K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-5.24K- 4.86% |
$138K - $146K
|
103K
$2.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-5.23K- 11.54% |
$138K - $146K
|
40.1K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.15K- 1.61% |
$136K - $144K
|
316K
$8.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.1K- 6.08% |
$134K - $142K
|
78.8K
$2.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.08K- 2.69% |
$134K - $142K
|
183K
$5M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.86K- 2.55% |
$128K - $136K
|
186K
$5.06M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-4.79K- 7.55% |
$126K - $134K
|
58.6K
$1.6M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.77K- 7.23% |
$126K - $133K
|
61.2K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.75K- 10.51% |
$125K - $133K
|
40.4K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-4.7K- 21.37% |
$124K - $131K
|
17.3K
$471K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.66K- 6.6% |
$123K - $130K
|
66K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.63K- 12.84% |
$122K - $129K
|
31.4K
$856K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4.61K- 3.65% |
$122K - $129K
|
122K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
SELL
|
- |
-4.6K- 14.23% |
$121K - $129K
|
27.7K
$756K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.59K- 3.4% |
$121K - $128K
|
130K
$3.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.55K- 2.3% |
$120K - $127K
|
193K
$5.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.51K- 4.33% |
$119K - $126K
|
99.7K
$2.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.5K- 9.99% |
$119K - $126K
|
40.5K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.49K- 5.69% |
$118K - $125K
|
74.3K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-4.48K- 0.8% |
$118K - $125K
|
556K
$15.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.48K- 1.29% |
$118K - $125K
|
343K
$9.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.43K- 6.72% |
$117K - $124K
|
61.5K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.42K- 23.09% |
$117K - $124K
|
14.7K
$401K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.39K- 3.0% |
$116K - $123K
|
142K
$3.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-4.38KClosed |
$116K - $123K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-4.31K- 92.71% |
$114K - $120K
|
339
$9.23K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4.31K- 2.58% |
$114K - $120K
|
163K
$4.44M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-4.29K- 26.33% |
$113K - $120K
|
12K
$327K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.27K- 5.8% |
$113K - $119K
|
69.3K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.26K- 3.34% |
$112K - $119K
|
123K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-4.23K- 1.81% |
$111K - $118K
|
230K
$6.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.23K- 1.65% |
$111K - $118K
|
252K
$6.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-4.22K- 30.38% |
$111K - $118K
|
9.67K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.21K- 4.36% |
$111K - $118K
|
92.2K
$2.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.2K- 4.23% |
$111K - $117K
|
95.1K
$2.59M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.19K- 21.4% |
$110K - $117K
|
15.4K
$419K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-4.08K- 23.43% |
$108K - $114K
|
13.3K
$364K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.94K- 0.99% |
$104K - $110K
|
395K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.91K- 3.85% |
$103K - $109K
|
97.8K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.9K- 6.13% |
$103K - $109K
|
59.7K
$1.63M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.88K- 1.91% |
$102K - $108K
|
199K
$5.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-3.84K- 10.97% |
$101K - $107K
|
31.2K
$850K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 1.95% |
$101K - $107K
|
191K
$5.21M
|
|