MWM
SCHD icon

MOKAN Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MOKAN Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4M Buy
150,769
+6,985
+5% +$185K 2.23% 14
2025
Q1 		$4.02M Buy
143,784
+3,252
+2% +$90.9K 2.42% 13
2024
Q4 		$3.84M Buy
+140,532
New +$3.84M 2.44% 14