Johnson Bixby & Associates, LLC Schwab Strategic Tr Us Dividen Transaction History

Johnson Bixby & Associates, LLC

$719 Million
Q3 2025

A detailed history of Johnson Bixby & Associates, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Johnson Bixby & Associates, LLC holds 9,642 shares of SCHD stock, worth $262,648. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,642

Previous 10,592 8.97%

Holding current value

$262,648

Previous $280,000 6.07%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$26.38 - $27.95 $25,061 - $26,552	-950 Reduced 8.97%	9,642 $263,000
Q1 2025 Apr 22, 2025	SELL	$27.01 - $28.54 $57,666 - $60,932	-2,135 Reduced 16.78%	10,592 $296,000
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $228,527 - $720,885	8,486 Added 200.09%	12,727 $347,000
Q3 2024 Oct 10, 2024	BUY	$77.02 - $85.06 $22,643 - $25,007	294 Added 7.45%	4,241 $358,000
Q2 2024 Jul 19, 2024	SELL	$75.81 - $80.15 $4,624 - $4,889	-61 Reduced 1.52%	3,947 $306,000

Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $150 - $161	2 Added 0.05%	4,008 $323,000
Q4 2023 Jan 18, 2024	SELL	$66.9 - $76.32 $3,746 - $4,273	-56 Reduced 1.38%	4,006 $304,000
Q3 2023 Oct 13, 2023	BUY	$70.63 - $75.66 $286,899 - $307,330	4,062 New	4,062 $287,000

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

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Johnson Bixby & Associates, LLC Schwab Strategic Tr Us Dividen Transaction History