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

Wilkins Miller Wealth Management, LLC

  • $147 Billion
  • Q2 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 28,597 shares of SCHD stock, worth $759,822. This represents 0.52% of its overall portfolio holdings.

Number of Shares
28,597
Previous 29,123 1.81%
Holding current value
$759,822
Previous $814 Million 6.93%
% of portfolio
0.52%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.32 - $27.87 $12,792 - $14,659
-526 Reduced 1.81%
28,597 $758 Million
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
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
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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