Blue Stem Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Blue Stem Wealth Partners, LLC

$873 Billion
Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 99,978 shares of SCHD stock, worth $2.72 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

99,978

Previous 90,242 10.79%

Holding current value

$2.72 Million

Previous $2.39 Billion 14.13%

% of portfolio

0.31%

Previous 0.29%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$26.38 - $27.95 $256,835 - $272,121	9,736 Added 10.79%	99,978 $2.73 Billion
Q2 2025 Aug 12, 2025	BUY	$24.32 - $27.87 $417,671 - $478,639	17,174 Added 23.5%	90,242 $2.39 Billion
Q1 2025 May 07, 2025	BUY	$27.01 - $28.54 $142,990 - $151,090	5,294 Added 7.81%	73,068 $2.04 Billion
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $1.83 Million - $5.76 Million	67,774 New	67,774 $1.85 Billion

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Blue Stem Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History