Wilkins Miller Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Wilkins Miller Wealth Management, LLC

  • $133 Billion
  • Q1 2025

A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 29,123 shares of SCHD stock, worth $777,584. This represents 0.61% of its overall portfolio holdings.

Number of Shares
29,123
Previous 29,055 0.23%
Holding current value
$777,584
Previous $794 Million 2.58%
% of portfolio
0.61%
Previous 0.83%

Shares

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

May 13, 2025
BUY
$27.01 - $28.54 $1,836 - $1,940
68 Added 0.23%
29,123 $814 Million
Q4 2024

Feb 24, 2025
BUY
$26.93 - $84.95 $782,451 - $2.47 Million
29,055 New
29,055 $794 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Wilkins Miller Wealth Management, LLC Portfolio

Follow Wilkins Miller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilkins Miller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilkins Miller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email