Bxm Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Bxm Wealth LLC

  • $106 Billion
  • Q3 2025

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 49,713 shares of SCHD stock, worth $1.35 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
49,713
Previous 57,276 13.2%
Holding current value
$1.35 Million
Previous $1.52 Billion 14.18%
% of portfolio
1.23%
Previous 1.8%

Shares

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

Oct 28, 2025
SELL
$26.38 - $27.95 $199,511 - $211,385
-7,563 Reduced 13.2%
49,713 $1.3 Billion
Q2 2025

Jul 29, 2025
BUY
$24.32 - $27.87 $243,005 - $278,477
9,992 Added 21.13%
57,276 $1.52 Billion
Q1 2025

Apr 30, 2025
BUY
$27.01 - $28.54 $56,207 - $59,391
2,081 Added 4.6%
47,284 $1.31 Billion
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
2,055
Shares Held
872M
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
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