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

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 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 142,230 shares of SCHD stock, worth $3.72 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
142,230
Previous 140,945 0.91%
Holding current value
$3.72 Million
Previous $3.85 Billion 3.28%
% of portfolio
2.94%
Previous 3.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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