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Schwab Strategic Tr us dividend eq shares owned by BXM Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by BXM Wealth from 13F filings

Historical chart of BXM Wealth investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by BXM Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by BXM Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 50k 26.20
2025-06-30 $1.5M 57k 26.50
2025-03-31 $1.3M 47k 27.74
2024-12-31 $1.2M 45k 27.32

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View all positions for BXM Wealth

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
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H D Vest Advisory Services
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Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq