Blue Bell Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 88,763 shares of SCHD stock, worth $2.42 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
88,763
Previous 88,234 0.6%
Holding current value
$2.42 Million
Previous $2.34 Million 3.64%
% of portfolio
0.39%
Previous 0.41%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$26.38 - $27.95 $13,955 - $14,785
529 Added 0.6%
88,763 $2.42 Million
Q2 2025

Aug 11, 2025
SELL
$24.32 - $27.87 $7,490 - $8,583
-308 Reduced 0.35%
88,234 $2.34 Million
Q1 2025

May 05, 2025
BUY
$27.01 - $28.54 $28,252 - $29,852
1,046 Added 1.2%
88,542 $2.48 Million
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $1.57 Million - $4.95 Million
58,318 Added 199.87%
87,496 $2.39 Million
Q3 2024

Oct 28, 2024
BUY
$77.02 - $85.06 $1,771 - $1,956
23 Added 0.08%
29,178 $2.47 Million
Q2 2024

Aug 05, 2024
BUY
$75.81 - $80.15 $724,895 - $766,394
9,562 Added 48.8%
29,155 $2.27 Million
Q1 2024

Apr 24, 2024
BUY
$75.25 - $80.63 $32,583 - $34,912
433 Added 2.26%
19,593 $1.58 Million
Q4 2023

Jan 25, 2024
SELL
$66.9 - $76.32 $59,273 - $67,619
-886 Reduced 4.42%
19,160 $1.46 Million
Q3 2023

Oct 30, 2023
SELL
$70.63 - $75.66 $2,966 - $3,177
-42 Reduced 0.21%
20,046 $1.42 Million
Q2 2023

Aug 08, 2023
SELL
$69.18 - $73.94 $69 - $73
-1 Reduced -0.0%
20,088 $1.46 Million
Q1 2023

May 08, 2023
BUY
$70.28 - $78.03 $24,738 - $27,466
352 Added 1.78%
20,089 $1.47 Million
Q4 2022

Feb 03, 2023
BUY
$67.16 - $79.06 $30,826 - $36,288
459 Added 2.38%
19,737 $1.49 Million
Q3 2022

Nov 08, 2022
BUY
$66.43 - $77.87 $39,525 - $46,332
595 Added 3.18%
19,278 $1.28 Million
Q2 2022

Aug 02, 2022
BUY
$70.31 - $80.24 $39,162 - $44,693
557 Added 3.07%
18,683 $1.34 Million
Q1 2022

Apr 21, 2022
BUY
$75.14 - $81.94 $47,112 - $51,376
627 Added 3.58%
18,126 $1.43 Million
Q4 2021

Jan 26, 2022
SELL
$74.93 - $80.86 $1,348 - $1,455
-18 Reduced 0.1%
17,499 $1.41 Million
Q3 2021

Nov 10, 2021
SELL
$74.23 - $78.13 $12,841 - $13,516
-173 Reduced 0.98%
17,517 $1.3 Million
Q2 2021

Aug 05, 2021
SELL
$73.32 - $77.65 $39,592 - $41,931
-540 Reduced 2.96%
17,690 $1.34 Million
Q1 2021

Apr 23, 2021
SELL
$63.23 - $73.67 $24,280 - $28,289
-384 Reduced 2.06%
18,230 $1.33 Million
Q4 2020

Jan 21, 2021
SELL
$54.8 - $65.16 $8,932 - $10,621
-163 Reduced 0.87%
18,614 $1.19 Million
Q3 2020

Oct 23, 2020
SELL
$50.37 - $58.54 $27,653 - $32,138
-549 Reduced 2.84%
18,777 $1.04 Million
Q2 2020

Jul 30, 2020
SELL
$43.56 - $56.5 $26,963 - $34,973
-619 Reduced 3.1%
19,326 $1 Million
Q1 2020

Apr 22, 2020
SELL
$39.5 - $59.28 $36,932 - $55,426
-935 Reduced 4.48%
19,945 $897,000
Q4 2019

Jan 22, 2020
BUY
$52.87 - $58.15 $68,783 - $75,653
1,301 Added 6.64%
20,880 $1.21 Million
Q3 2019

Nov 07, 2019
SELL
$54.39 - $55.76 $8,158 - $8,364
-150 Reduced 0.76%
19,579 $1.07 Million
Q2 2019

Jul 23, 2019
BUY
N/A
1,751 Added 9.74%
19,729 $1.05 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-226 Reduced 1.24%
17,978 $940,000
Q4 2018

Jan 16, 2019
BUY
N/A
1,015 Added 5.9%
18,204 $855,000
Q3 2018

Oct 25, 2018
BUY
N/A
83 Added 0.49%
17,189 $911,000
Q2 2018

Jul 25, 2018
BUY
N/A
440 Added 2.64%
17,106 $843,000
Q1 2018

May 01, 2018
BUY
N/A
209 Added 1.27%
16,666 $817,000
Q4 2017

Jan 31, 2018
BUY
N/A
617 Added 3.9%
16,457 $842,000
Q3 2017

Oct 24, 2017
BUY
N/A
15,840
15,840 $741,000

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email