Dkm Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Dkm Wealth Management, Inc.
- $125 Billion
- Q3 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 15,060 shares of SCHD stock, worth $410,234. This represents 0.33% of its overall portfolio holdings.
Number of Shares
15,060
Previous 15,060
-0.0%
Holding current value
$410,234
Previous $399 Million
3.02%
% of portfolio
0.33%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio