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Charles Schwab Trust’s Becton Dickinson BDX Stock Holding History

Charles Schwab Trust’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,265
Closed -$237K – 173
2025
Q3 		$237K Buy
1,265
+15
+1% +$2.79K 0.02% 167
2025
Q2 		$215K Sell
1,250
-34
-3% -$6.23K 0.02% 171
2025
Q1 		$294K Buy
1,284
+200
+18% +$46.4K 0.02% 146
2024
Q4 		$246K Hold
1,084
– – 0.02% 148
2024
Q3 		$261K Hold
1,084
– – 0.02% 137
2024
Q2 		$253K Buy
1,084
+34
+3% +$8.01K 0.02% 139
2024
Q1 		$260K Hold
1,050
– – 0.02% 139
2023
Q4 		$256K Hold
1,050
– – 0.03% 152
2023
Q3 		$271K Sell
1,050
-22
-2% -$5.94K 0.03% 149
2023
Q2 		$259K Buy
1,072
+22
+2% +$5.59K 0.03% 126
2023
Q1 		$260K Hold
1,050
– – 0.03% 124
2022
Q4 		$267K Sell
1,050
-50
-5% -$11.8K 0.04% 134
2022
Q3 		$245K Hold
1,100
– – 0.04% 135
2022
Q2 		$271K Sell
1,100
-28
-2% -$7.11K 0.06% 128
2022
Q1 		$293K Hold
1,128
– – 0.05% 133
2021
Q4 		$277K Sell
1,128
-33
-3% -$7.91K 0.05% 149
2021
Q3 		$279K Buy
1,161
+33
+3% +$8.09K 0.05% 154
2021
Q2 		$268K Sell
1,128
-12
-1% -$2.88K 0.05% 170
2021
Q1 		$269K Sell
1,140
-83
-7% -$20.3K 0.06% 164
2020
Q4 		$299K Buy
+1,223
New +$285K 0.07% 147

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab Trust's BDX Position: Q4 2025 in Review

Charles Schwab Trust sold out of Becton Dickinson (BDX) in Q4 2025, closing a stake of 1,265 shares — an estimated $237K sold.

Charles Schwab Trust first reported a position in BDX in Q4 2020 and held it in 20 quarters. The position peaked at $299K in Q4 2020. 1,546 funds tracked by Wall St. Rank hold BDX as of Q4 2025.

  • Charles Schwab Trust reported no remaining Becton Dickinson position as of Q4 2025 after selling out during the quarter.
  • Charles Schwab Trust sold 1,265 Becton Dickinson shares in Q4 2025, an estimated $237K.
  • Charles Schwab Trust first reported a position in Becton Dickinson in Q4 2020 and held it in 20 quarters.
  • Charles Schwab Trust's Becton Dickinson position peaked at $299K in Q4 2020.
  • 1,546 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2025.

Based on Charles Schwab Trust's 13F filing for Q4 2025, filed 9 Jan 2026.