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 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.49M- 37.12% |
$145M - $153M
|
9.3M
$253M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-4.62M- 94.25% |
$122M - $129M
|
282K
$7.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-4.22M- 92.59% |
$111M - $118M
|
338K
$9.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.92M- 7.45% |
$77.1M - $81.7M
|
36.3M
$989M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.28M- 78.54% |
$60.3M - $63.9M
|
624K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.27M- 31.72% |
$59.8M - $63.4M
|
4.88M
$133M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.21M- 7.73% |
$58.3M - $61.7M
|
26.4M
$718M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.57M- 9.19% |
$41.5M - $44M
|
15.6M
$424M
|
|
|
Oct 21, 2025
Q3 2025
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-1.56M- 43.64% |
$41.2M - $43.7M
|
2.02M
$55M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.24M- 97.31% |
$32.6M - $34.6M
|
34.2K
$932K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.19M- 6.19% |
$31.4M - $33.3M
|
18M
$491M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-1.17M- 97.65% |
$30.8M - $32.6M
|
28.1K
$767K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.15M- 7.31% |
$30.2M - $32M
|
14.5M
$396M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.11M- 6.31% |
$29.2M - $30.9M
|
16.4M
$447M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1M- 25.2% |
$26.5M - $28.1M
|
2.98M
$81.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1M- 3.55% |
$26.4M - $28M
|
27.2M
$742M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-965K- 41.15% |
$25.5M - $27M
|
1.38M
$37.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-964K- 29.01% |
$25.4M - $26.9M
|
2.36M
$64.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-950K- 17.06% |
$25.1M - $26.5M
|
4.62M
$126M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-915K- 66.13% |
$24.1M - $25.6M
|
468K
$12.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-895K- 28.66% |
$23.6M - $25M
|
2.23M
$60.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-847K- 52.18% |
$22.3M - $23.7M
|
776K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-799K- 96.38% |
$21.1M - $22.3M
|
30K
$817K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-786K- 16.97% |
$20.7M - $22M
|
3.85M
$105M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-701K- 2.42% |
$18.5M - $19.6M
|
28.3M
$770M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-684K- 88.25% |
$18M - $19.1M
|
91K
$2.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-662K- 65.26% |
$17.5M - $18.5M
|
352K
$9.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-661K- 29.29% |
$17.4M - $18.5M
|
1.59M
$43.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-647K- 57.19% |
$17.1M - $18.1M
|
484K
$13.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-600K- 94.91% |
$15.8M - $16.8M
|
32.2K
$877K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-583K- 7.44% |
$15.4M - $16.3M
|
7.25M
$198M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-580K- 58.84% |
$15.3M - $16.2M
|
406K
$11.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-580K- 45.56% |
$15.3M - $16.2M
|
693K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-551K- 60.84% |
$14.5M - $15.4M
|
355K
$9.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-491K- 4.07% |
$13M - $13.7M
|
11.6M
$315M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-489K- 4.82% |
$12.9M - $13.7M
|
9.65M
$263M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-457K- 39.07% |
$12.1M - $12.8M
|
713K
$19.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-449K- 89.11% |
$11.8M - $12.5M
|
54.8K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-432K- 80.97% |
$11.4M - $12.1M
|
102K
$2.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-364K- 38.03% |
$9.59M - $10.2M
|
592K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-358K- 18.84% |
$9.45M - $10M
|
1.54M
$42M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-348K- 29.65% |
$9.18M - $9.73M
|
826K
$22.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-347K- 64.88% |
$9.14M - $9.69M
|
188K
$5.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-338K- 22.22% |
$8.93M - $9.46M
|
1.18M
$32.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-285K- 2.12% |
$7.51M - $7.96M
|
13.2M
$359M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-280K- 80.12% |
$7.4M - $7.84M
|
69.6K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-275K- 18.51% |
$7.24M - $7.67M
|
1.21M
$32.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-270K- 91.34% |
$7.13M - $7.56M
|
25.6K
$698K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-270K- 52.6% |
$7.12M - $7.54M
|
243K
$6.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-249K- 48.03% |
$6.57M - $6.96M
|
270K
$7.34M
|
|