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 $451,927. This represents 0.53% of its overall portfolio holdings.
Number of Shares
17,503
Previous 17,660
0.89%
Holding current value
$451,927
Previous $482 Million
1.44%
% of portfolio
0.53%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,975Shares Held
839MCall 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
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio