Axis Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 147,926 shares of SCHD stock, worth $3.93 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
147,926
Previous 145,472 1.69%
Holding current value
$3.93 Million
Previous $3.86 Billion 4.76%
% of portfolio
2.36%
Previous 2.53%

Shares

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

Oct 24, 2025
BUY
$26.38 - $27.95 $64,736 - $68,589
2,454 Added 1.69%
147,926 $4.04 Billion
Q2 2025

Jul 15, 2025
BUY
$24.32 - $27.87 $78,845 - $90,354
3,242 Added 2.28%
145,472 $3.86 Billion
Q1 2025

Apr 28, 2025
BUY
$27.01 - $28.54 $34,707 - $36,673
1,285 Added 0.91%
142,230 $3.98 Billion
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $3.8 Million - $12 Million
140,945 New
140,945 $3.85 Billion

Others Institutions Holding SCHD

# of Institutions
2,030
Shares Held
841M
Call Options Held
4.51M
Put Options Held
2.75M
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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