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 $458,053. This represents 0.53% of its overall portfolio holdings.
Number of Shares
17,503
Previous 17,660
0.89%
Holding current value
$458,053
Previous $482 Million
1.44%
% of portfolio
0.53%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio