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 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-249K- 48.03% |
$6.57M - $6.96M
|
270K
$7.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-248K- 96.97% |
$6.55M - $6.94M
|
7.76K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-244K- 42.15% |
$6.45M - $6.83M
|
336K
$9.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-244K- 92.92% |
$6.43M - $6.81M
|
18.6K
$506K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-237K- 76.3% |
$6.24M - $6.61M
|
73.5K
$2M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-232K- 24.35% |
$6.11M - $6.47M
|
719K
$19.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-228K- 7.63% |
$6.01M - $6.37M
|
2.76M
$75.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-221K- 3.94% |
$5.84M - $6.19M
|
5.39M
$147M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-221K- 99.67% |
$5.83M - $6.17M
|
732
$19.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-213K- 23.56% |
$5.62M - $5.95M
|
691K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-207K- 57.11% |
$5.47M - $5.8M
|
156K
$4.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-207K- 20.57% |
$5.45M - $5.77M
|
798K
$21.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-198K- 18.13% |
$5.23M - $5.54M
|
895K
$24.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-197K- 92.19% |
$5.2M - $5.51M
|
16.7K
$455K
|
|
|
Oct 07, 2025
Q3 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-192K- 3.02% |
$5.06M - $5.36M
|
6.15M
$168M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-190K- 36.92% |
$5.02M - $5.32M
|
325K
$8.87M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-186K- 32.03% |
$4.91M - $5.2M
|
395K
$10.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-171K- 9.12% |
$4.5M - $4.77M
|
1.7M
$46.3M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-168K- 97.42% |
$4.43M - $4.69M
|
4.45K
$121K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-168K- 41.17% |
$4.42M - $4.68M
|
239K
$6.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-167K- 43.7% |
$4.41M - $4.68M
|
216K
$5.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-165K- 93.27% |
$4.36M - $4.62M
|
11.9K
$325K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-164K- 18.88% |
$4.33M - $4.59M
|
705K
$19.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-160K- 8.83% |
$4.21M - $4.46M
|
1.65M
$44.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-160K- 34.88% |
$4.21M - $4.46M
|
298K
$8.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-157K- 99.85% |
$4.14M - $4.38M
|
238
$6.48K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-151K- 42.34% |
$3.97M - $4.21M
|
205K
$5.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-147K- 6.34% |
$3.87M - $4.1M
|
2.17M
$59.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-140K- 3.66% |
$3.68M - $3.9M
|
3.67M
$99.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-138K- 14.25% |
$3.64M - $3.86M
|
831K
$22.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-138K- 52.69% |
$3.63M - $3.85M
|
124K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-134K- 25.09% |
$3.54M - $3.75M
|
400K
$10.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-130K- 13.6% |
$3.42M - $3.63M
|
824K
$22.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-128K- 24.18% |
$3.37M - $3.57M
|
400K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-127K- 57.11% |
$3.35M - $3.55M
|
95.4K
$2.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-127K- 19.87% |
$3.35M - $3.55M
|
512K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-126K- 22.8% |
$3.33M - $3.52M
|
427K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-125K- 42.46% |
$3.29M - $3.49M
|
169K
$4.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-123K- 52.06% |
$3.25M - $3.45M
|
114K
$3.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-121K- 83.03% |
$3.2M - $3.39M
|
24.8K
$675K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-121K- 34.06% |
$3.19M - $3.38M
|
234K
$6.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-120K- 29.68% |
$3.16M - $3.35M
|
284K
$7.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-119K- 11.52% |
$3.15M - $3.34M
|
917K
$25M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-111K- 38.93% |
$2.93M - $3.11M
|
174K
$4.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111K- 14.05% |
$2.93M - $3.1M
|
679K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-108K- 98.74% |
$2.86M - $3.03M
|
1.39K
$37.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-108K- 40.95% |
$2.84M - $3.01M
|
155K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-106K- 1.76% |
$2.81M - $2.97M
|
5.95M
$162M
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-106K- 15.13% |
$2.81M - $2.97M
|
597K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-106K- 37.46% |
$2.8M - $2.97M
|
177K
$4.83M
|
|