Bxm Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Bxm Wealth LLC

$71.4 Billion
Q4 2024

A detailed history of Bxm Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bxm Wealth LLC holds 45,203 shares of SCHD stock, worth $1.27 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

45,203

Holding current value

$1.27 Million

% of portfolio

1.73%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$26.93 - $84.95 $1.22 Million - $3.84 Million	45,203 New	45,203 $1.23 Billion

Others Institutions Holding SCHD

# of Institutions

1,820

Shares Held

420M

Call Options Held

1.92M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$751 Million
13.87% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$323 Million
0.45% of portfolio
Orgel Wealth Management, LLC

11.1M
Shares

$310 Million
8.18% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$259 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$238 Million
4.81% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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