Mokan Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Mokan Wealth Management Inc.
- $157 Billion
- Q4 2024
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 140,532 shares of SCHD stock, worth $3.94 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
140,532Holding current value
$3.94 Million% of portfolio
2.44%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,820Shares Held
420MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio