Bkm Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Bkm Wealth Management, LLC

$271 Billion
Q3 2025

A detailed history of Bkm Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 115,769 shares of SCHD stock, worth $3.15 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

115,769

Previous 108,017 7.18%

Holding current value

$3.15 Million

Previous $2.86 Billion 10.41%

% of portfolio

1.17%

Previous 1.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$26.38 - $27.95 $204,497 - $216,668	7,752 Added 7.18%	115,769 $3.16 Billion
Q2 2025 Jul 29, 2025	BUY	$24.32 - $27.87 $307,842 - $352,778	12,658 Added 13.27%	108,017 $2.86 Billion
Q1 2025 May 05, 2025	BUY	$27.01 - $28.54 $313,937 - $331,720	11,623 Added 13.88%	95,359 $2.67 Billion
Q4 2024 Jan 31, 2025	BUY	$26.93 - $84.95 $1.69 Million - $5.32 Million	62,639 Added 296.91%	83,736 $2.29 Billion
Q3 2024 Oct 23, 2024	BUY	$77.02 - $85.06 $1.01 Million - $1.12 Million	13,135 Added 164.97%	21,097 $1.78 Billion

Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $181,337 - $191,718	2,392 Added 42.94%	7,962 $619 Million
Q1 2024 Apr 18, 2024	BUY	$75.25 - $80.63 $16,178 - $17,335	215 Added 4.01%	5,570 $449 Million
Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $358,249 - $408,693	5,355 New	5,355 $408 Million

Others Institutions Holding SCHD

# of Institutions

2,057

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Bkm Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History