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Schwab Strategic Tr us dividend eq shares owned by MOKAN Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by MOKAN Wealth Management from 13F filings

Historical chart of MOKAN Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by MOKAN Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by MOKAN Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 139k 27.30
2025-06-30 $4.0M 151k 26.50
2025-03-31 $4.0M 144k 27.96
2024-12-31 $3.8M 141k 27.32

More positions owned by MOKAN Wealth Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard World Inf Tech Etf (VGT)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Merck & Co (MRK)
Abbvie (ABBV)
McDonald's Corporation (MCD)
NVIDIA Corporation (NVDA)

View all positions for MOKAN Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

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Commonwealth Equity Services
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq