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

Wilkins Miller Wealth Management, LLC

$168 Billion
Q4 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 27,331 shares of SCHD stock, worth $744,496. This represents 0.45% of its overall portfolio holdings.

Number of Shares

27,331

Previous 28,429 3.86%

Holding current value

$744,496

Previous $776 Million 3.4%

% of portfolio

0.45%

Previous 0.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$26.44 - $27.53 $29,031 - $30,227	-1,098 Reduced 3.86%	27,331 $750 Million
Q3 2025 Nov 10, 2025	SELL	$26.38 - $27.95 $4,431 - $4,695	-168 Reduced 0.59%	28,429 $776 Million
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

2,065

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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