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

Mokan Wealth Management Inc.

  • $199 Billion
  • Q3 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 139,297 shares of SCHD stock, worth $3.79 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
139,297
Previous 150,769 7.61%
Holding current value
$3.79 Million
Previous $4 Billion 4.82%
% of portfolio
1.91%
Previous 2.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,056
Shares Held
872M
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
Track This Portfolio

Track Mokan Wealth Management Inc. Portfolio

Follow Mokan Wealth Management Inc. 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 Mokan Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mokan Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email