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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-11.1M- 96.56% |
$271M - $310M
|
396K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.68M- 11.42% |
$89.6M - $103M
|
28.6M
$785M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.67M- 17.32% |
$89.3M - $102M
|
17.5M
$482M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.75M- 15.69% |
$66.9M - $76.7M
|
14.8M
$406M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.71M- 84.67% |
$41.6M - $47.7M
|
310K
$8.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.49M- 11.06% |
$36.3M - $41.6M
|
12M
$330M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.13M- 3.86% |
$27.6M - $31.6M
|
28.2M
$776M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.1M- 92.62% |
$26.7M - $30.6M
|
87.6K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-954K- 49.79% |
$23.2M - $26.6M
|
962K
$26.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-888K- 69.28% |
$21.6M - $24.7M
|
394K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-805K- 59.07% |
$19.6M - $22.4M
|
557K
$15.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-801K- 96.18% |
$19.5M - $22.3M
|
31.8K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-637K- 3.58% |
$15.5M - $17.7M
|
17.1M
$471M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-617K- 34.53% |
$15M - $17.2M
|
1.17M
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-597K- 18.23% |
$14.5M - $16.6M
|
2.68M
$73.5M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-591K- 33.66% |
$14.4M - $16.5M
|
1.16M
$32M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-589K- 58.23% |
$14.3M - $16.4M
|
422K
$11.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-572K- 1.94% |
$13.9M - $15.9M
|
29M
$796M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-554K- 79.46% |
$13.5M - $15.4M
|
143K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-519K- 100.0% |
$12.6M - $14.5M
|
3
$82.4
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-499K- 77.61% |
$12.1M - $13.9M
|
144K
$3.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-494K- 20.6% |
$12M - $13.8M
|
1.9M
$52.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-479K- 35.44% |
$11.6M - $13.3M
|
872K
$24M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-476K- 29.59% |
$11.6M - $13.3M
|
1.13M
$31.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-471K- 33.74% |
$11.5M - $13.1M
|
925K
$25.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-471K- 3.38% |
$11.5M - $13.1M
|
13.5M
$370M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-457K- 56.83% |
$11.1M - $12.7M
|
347K
$9.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-445K- 38.97% |
$10.8M - $12.4M
|
698K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-435K- 5.74% |
$10.6M - $12.1M
|
7.15M
$196M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-426K- 28.76% |
$10.3M - $11.9M
|
1.05M
$29M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-399K- 4.85% |
$9.71M - $11.1M
|
7.84M
$215M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-364K- 33.49% |
$8.85M - $10.1M
|
722K
$19.8M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-337K- 72.27% |
$8.2M - $9.4M
|
129K
$3.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-333K- 25.26% |
$8.11M - $9.29M
|
986K
$27.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-331K- 80.36% |
$8.05M - $9.22M
|
80.9K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-303K- 24.39% |
$7.36M - $8.44M
|
939K
$25.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-288K- 89.19% |
$7.01M - $8.04M
|
34.9K
$960K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-278K- 93.17% |
$6.76M - $7.75M
|
20.4K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-277K- 96.37% |
$6.73M - $7.71M
|
10.4K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-261K- 33.79% |
$6.35M - $7.28M
|
512K
$14.1M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-225K- 72.08% |
$5.48M - $6.28M
|
87.3K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-216K- 6.09% |
$5.24M - $6.01M
|
3.32M
$91.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-215K- 37.7% |
$5.22M - $5.98M
|
355K
$9.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-213K- 14.34% |
$5.17M - $5.93M
|
1.27M
$34.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-209K- 44.32% |
$5.08M - $5.83M
|
263K
$7.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-205K- 18.47% |
$4.99M - $5.72M
|
906K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-195K- 88.18% |
$4.75M - $5.44M
|
26.2K
$719K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-185K- 17.98% |
$4.51M - $5.16M
|
846K
$23.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-178K- 12.18% |
$4.32M - $4.95M
|
1.28M
$35.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-175K- 1.82% |
$4.27M - $4.89M
|
9.46M
$260M
|