Mc Grath & Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History

Mc Grath & Associates, Inc.

  • $61.4 Billion
  • Q2 2025

A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 118,231 shares of SCHD stock, worth $3.25 Million. This represents 5.1% of its overall portfolio holdings.

Number of Shares
118,231
Previous 121,238 2.48%
Holding current value
$3.25 Million
Previous $3.39 Billion 7.57%
% of portfolio
5.1%
Previous 6.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$24.32 - $27.87 $73,130 - $83,805
-3,007 Reduced 2.48%
118,231 $3.13 Billion
Q1 2025

Apr 10, 2025
SELL
$27.01 - $28.54 $110,686 - $116,956
-4,098 Reduced 3.27%
121,238 $3.39 Billion
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $3.38 Million - $10.6 Million
125,336 New
125,336 $3.42 Billion

Others Institutions Holding SCHD

# of Institutions
2,012
Shares Held
892M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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