Blue Stem Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 90,242 shares of SCHD stock, worth $2.4 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
90,242
Previous 73,068 23.5%
Holding current value
$2.4 Million
Previous $2.04 Billion 17.05%
% of portfolio
0.29%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$24.32 - $27.87 $417,671 - $478,639
17,174 Added 23.5%
90,242 $2.39 Billion
Q1 2025

May 07, 2025
BUY
$27.01 - $28.54 $142,990 - $151,090
5,294 Added 7.81%
73,068 $2.04 Billion
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $1.83 Million - $5.76 Million
67,774 New
67,774 $1.85 Billion

Others Institutions Holding SCHD

# of Institutions
2,020
Shares Held
840M
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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