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 $1.29 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

45,203

Holding current value

$1.29 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

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

Bank Of America Corp Charlotte, NC

49.6M
Shares

$1.42 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1.04 Billion
0.42% of portfolio
Morgan Stanley New York, NY

28.5M
Shares

$813 Million
0.06% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$765 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$742 Million
4.56% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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