Bxm Wealth LLC Schwab Strategic Tr Us Dividen Transaction History
Bxm Wealth LLC
- $83.2 Billion
- Q1 2025
A detailed history of Bxm Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bxm Wealth LLC holds 47,284 shares of SCHD stock, worth $1.22 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
47,284
Previous 45,203
4.6%
Holding current value
$1.22 Million
Previous $1.23 Billion
6.2%
% of portfolio
1.58%
Previous 1.73%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,972Shares Held
847MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$692 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio