Mach 1 Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Mach 1 Financial Group, LLC
- $140 Million
- Q3 2024
A detailed history of Mach 1 Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mach 1 Financial Group, LLC holds 5,722 shares of SCHD stock, worth $163,820. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,722
Previous 5,508
3.89%
Holding current value
$163,820
Previous $428,000
12.85%
% of portfolio
0.35%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio