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

Mc Grath & Associates, Inc.

  • $54.8 Billion
  • Q1 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 121,238 shares of SCHD stock, worth $3.28 Million. This represents 6.19% of its overall portfolio holdings.

Number of Shares
121,238
Previous 125,336 3.27%
Holding current value
$3.28 Million
Previous $3.42 Billion 1.0%
% of portfolio
6.19%
Previous 6.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Mc Grath & Associates, Inc. Portfolio

Follow Mc Grath & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Grath & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Grath & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email