Dkm Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Dkm Wealth Management, Inc.
- $91.6 Billion
- Q1 2025
A detailed history of Dkm Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dkm Wealth Management, Inc. holds 17,503 shares of SCHD stock, worth $482,732. This represents 0.53% of its overall portfolio holdings.
Number of Shares
17,503
Previous 17,660
0.89%
Holding current value
$482,732
Previous $482 Million
1.44%
% of portfolio
0.53%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
849MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio