Mokan Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History

Mokan Wealth Management Inc.

  • $166 Billion
  • Q1 2025

A detailed history of Mokan Wealth Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mokan Wealth Management Inc. holds 143,784 shares of SCHD stock, worth $3.69 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
143,784
Previous 140,532 2.31%
Holding current value
$3.69 Million
Previous $3.84 Billion 4.71%
% of portfolio
2.42%
Previous 2.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $87,836 - $92,812
3,252 Added 2.31%
143,784 $4.02 Billion
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $3.78 Million - $11.9 Million
140,532 New
140,532 $3.84 Billion

Others Institutions Holding SCHD

# of Institutions
1,967
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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