Bip Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Bip Wealth, LLC

$2.64 Billion
Q4 2025

A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bip Wealth, LLC holds 57,936 shares of SCHD stock, worth $1.58 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

57,936

Holding current value

$1.58 Million

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$26.44 - $27.53 $1.53 Million - $1.59 Million	57,936 New	57,936 $1.58 Million

Others Institutions Holding SCHD

# of Institutions

2,063

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

Rakuten Investment Management, Inc. Tokyo, M0

41.6M
Shares

$1.13 Billion
3.71% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$989 Million
0.31% of portfolio
Cetera Investment Advisers Schaumburg, IL

35M
Shares

$954 Million
1.19% of portfolio
Sumitomo Life Insurance CO

31.1M
Shares

$846 Million
27.8% of portfolio
Avantax Advisory Services, Inc.

28.4M
Shares

$775 Million
4.28% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

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