Mokan Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Mokan Wealth Management Inc.
- $157 Billion
- Q4 2024
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 140,532 shares of SCHD stock, worth $3.88 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
140,532Holding current value
$3.88 Million% of portfolio
2.44%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall 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