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
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-184- 0.04% |
$4.47K - $5.13K
|
473K
$12.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-183- 0.63% |
$4.45K - $5.1K
|
29K
$787K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-144- 0.17% |
$3.5K - $4.01K
|
82.7K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-120- 0.75% |
$2.92K - $3.34K
|
15.8K
$429K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-62- 0.03% |
$1.51K - $1.73K
|
234K
$6.35M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.4M- 35.03% |
$470M - $496M
|
32.2M
$873M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.25M- 30.76% |
$223M - $235M
|
18.6M
$503M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33M- 18.98% |
$63M - $66.6M
|
9.96M
$270M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.66M- 47.58% |
$44.8M - $47.4M
|
1.83M
$49.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49M- 7.61% |
$40.4M - $42.6M
|
18.1M
$491M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.4M- 29.94% |
$37.8M - $39.9M
|
3.27M
$88.7M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.34M- 96.51% |
$36.3M - $38.3M
|
48.5K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-1.07M- 27.03% |
$28.9M - $30.5M
|
2.89M
$78.2M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-802K- 45.84% |
$21.7M - $22.9M
|
948K
$25.7M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-765K- 96.26% |
$20.7M - $21.8M
|
29.7K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-750K- 99.03% |
$20.3M - $21.4M
|
7.36K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-568K- 26.59% |
$15.3M - $16.2M
|
1.57M
$42.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-504K- 2.32% |
$13.6M - $14.4M
|
21.2M
$574M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-490K- 3.07% |
$13.2M - $14M
|
15.5M
$419M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-485K- 53.74% |
$13.1M - $13.8M
|
417K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-459K- 2.52% |
$12.4M - $13.1M
|
17.8M
$481M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-401KClosed |
$10.8M - $11.5M
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-386K- 17.74% |
$10.4M - $11M
|
1.79M
$48.4M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-385K- 2.69% |
$10.4M - $11M
|
13.9M
$377M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-374K- 35.84% |
$10.1M - $10.7M
|
669K
$18.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-373K- 95.82% |
$10.1M - $10.6M
|
16.3K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-366K- 34.12% |
$9.9M - $10.5M
|
708K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-332K- 4.67% |
$8.96M - $9.46M
|
6.77M
$183M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-289K- 84.89% |
$7.81M - $8.25M
|
51.5K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-272K- 21.2% |
$7.35M - $7.76M
|
1.01M
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-268K- 91.67% |
$7.25M - $7.66M
|
24.4K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-262K- 93.55% |
$7.08M - $7.48M
|
18.1K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-240K- 88.25% |
$6.49M - $6.86M
|
32K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-229K- 14.5% |
$6.19M - $6.54M
|
1.35M
$36.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-226K- 7.67% |
$6.11M - $6.45M
|
2.72M
$73.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-175K- 90.95% |
$4.72M - $4.99M
|
17.4K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150K- 22.82% |
$4.06M - $4.29M
|
509K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-150K- 20.87% |
$4.06M - $4.29M
|
569K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-146K- 10.52% |
$3.94M - $4.16M
|
1.24M
$33.6M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-143K- 92.33% |
$3.86M - $4.08M
|
11.9K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-131K- 15.11% |
$3.54M - $3.74M
|
737K
$20M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-129K- 20.72% |
$3.49M - $3.69M
|
495K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-128K- 66.77% |
$3.45M - $3.65M
|
63.6K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-120K- 11.9% |
$3.23M - $3.42M
|
886K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-108K- 55.38% |
$2.92M - $3.09M
|
87.1K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-104K- 45.23% |
$2.82M - $2.98M
|
126K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-103K- 7.32% |
$2.79M - $2.95M
|
1.31M
$35.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-102K- 18.17% |
$2.74M - $2.9M
|
457K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-101K- 28.85% |
$2.73M - $2.88M
|
249K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-98.8K- 20.91% |
$2.67M - $2.82M
|
374K
$10.1M
|
|