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

Mokan Wealth Management Inc.

  • $225 Billion
  • Q4 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 120,140 shares of SCHD stock, worth $3.27 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
120,140
Previous 139,297 13.75%
Holding current value
$3.27 Million
Previous $3.8 Billion 13.34%
% of portfolio
1.46%
Previous 1.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$26.44 - $27.53 $506,511 - $527,392
-19,157 Reduced 13.75%
120,140 $3.3 Billion
Q3 2025

Oct 30, 2025
SELL
$26.38 - $27.95 $302,631 - $320,642
-11,472 Reduced 7.61%
139,297 $3.8 Billion
Q2 2025

Jul 25, 2025
BUY
$24.32 - $27.87 $169,875 - $194,671
6,985 Added 4.86%
150,769 $4 Billion
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
2,062
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
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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