Dakota Wealth Management
Position in SCHD — Schwab U.S. Dividend Equity ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SCHD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHD | $12,902,964 | 420,566 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 SCHD | $12,106,312 | 441,353 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 SCHD | $12,648,035 | 463,298 | Shares | Sole | 2026-08-26 | |
| No filing history on record for this holder in this stock. | ||||||