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 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-44.2K- 75.9% |
$1.17M - $1.24M
|
14K
$383K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-43.9K- 47.39% |
$1.16M - $1.23M
|
48.7K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-43K- 34.65% |
$1.13M - $1.2M
|
81.1K
$2.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-42.8K- 6.51% |
$1.13M - $1.2M
|
615K
$16.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-42.1K- 13.61% |
$1.11M - $1.18M
|
267K
$7.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-41.8K- 2.06% |
$1.1M - $1.17M
|
1.99M
$54.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-41.7K- 8.33% |
$1.1M - $1.17M
|
459K
$12.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-41.3K- 11.41% |
$1.09M - $1.15M
|
320K
$8.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-40.8K- 99.64% |
$1.08M - $1.14M
|
146
$3.98K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-40K- 7.68% |
$1.06M - $1.12M
|
481K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-39.2K- 42.28% |
$1.03M - $1.1M
|
53.5K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-38.9K- 14.12% |
$1.03M - $1.09M
|
236K
$6.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-36.8K- 21.39% |
$970K - $1.03M
|
135K
$3.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-36.6K- 12.59% |
$965K - $1.02M
|
254K
$6.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-35.9K- 8.89% |
$948K - $1M
|
369K
$10M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34.6K- 3.28% |
$913K - $967K
|
1.02M
$27.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-34.1K- 4.2% |
$900K - $954K
|
778K
$21.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-34K- 20.43% |
$898K - $951K
|
133K
$3.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-33.9K- 4.63% |
$895K - $948K
|
699K
$19M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-33.6K- 1.04% |
$886K - $939K
|
3.2M
$87.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-33.5K- 23.4% |
$884K - $937K
|
110K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-33.3K- 2.99% |
$877K - $930K
|
1.08M
$29.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.4K- 3.28% |
$854K - $905K
|
955K
$26M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-32.4K- 18.75% |
$853K - $904K
|
140K
$3.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-31.3K- 31.29% |
$827K - $876K
|
68.8K
$1.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-31.1K- 8.82% |
$819K - $868K
|
321K
$8.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-28.6K- 11.61% |
$755K - $799K
|
218K
$5.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-27.9K- 17.63% |
$737K - $781K
|
130K
$3.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-27.6K- 34.14% |
$729K - $772K
|
53.3K
$1.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27.4K- 6.89% |
$723K - $766K
|
371K
$10.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-27.4K- 41.08% |
$723K - $766K
|
39.3K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-26.9K- 29.48% |
$710K - $752K
|
64.3K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26.2K- 5.63% |
$692K - $734K
|
440K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-26.1K- 74.5% |
$690K - $731K
|
8.95K
$244K
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-25.4K- 5.26% |
$671K - $711K
|
458K
$12.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-25.4K- 21.63% |
$671K - $711K
|
92.1K
$2.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-23.1K- 34.36% |
$609K - $645K
|
44.1K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-22.6K- 12.26% |
$597K - $633K
|
162K
$4.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-22.4K- 7.23% |
$591K - $626K
|
287K
$7.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-22.3K- 3.05% |
$588K - $623K
|
708K
$19.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22.2K- 2.74% |
$584K - $619K
|
788K
$21.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-21.9K- 12.15% |
$578K - $612K
|
158K
$4.31M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-21.8K- 13.33% |
$576K - $611K
|
142K
$3.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-21.8K- 26.03% |
$574K - $608K
|
61.9K
$1.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-21.7K- 5.58% |
$572K - $606K
|
367K
$9.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.6K- 0.96% |
$571K - $605K
|
2.22M
$60.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.5K- 2.97% |
$567K - $601K
|
702K
$19.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21.3K- 7.33% |
$562K - $595K
|
269K
$7.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-21.2K- 16.09% |
$558K - $591K
|
110K
$3M
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-20.9K- 91.39% |
$550K - $583K
|
1.97K
$53.5K
|
|