Mc Grath & Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mc Grath & Associates, Inc.
- $49.5 Billion
- Q4 2024
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 125,336 shares of SCHD stock, worth $3.45 Million. This represents 6.91% of its overall portfolio holdings.
Number of Shares
125,336Holding current value
$3.45 Million% of portfolio
6.91%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio