Mason & Associates Inc Schwab Strategic Tr Us Dividen Transaction History
Mason & Associates Inc
- $367 Million
- Q1 2024
A detailed history of Mason & Associates Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mason & Associates Inc holds 2,962 shares of SCHD stock, worth $232,724. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,962
Previous 2,836
4.44%
Holding current value
$232,724
Previous $215,000
10.7%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,634Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$852 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$764 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$719 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$611 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$566 Million0.06% of portfolio