Mc Adam, LLC Schwab Strategic Tr Us Dividen Transaction History
Mc Adam, LLC
- $1.65 Billion
- Q2 2024
A detailed history of Mc Adam, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Adam, LLC holds 56,401 shares of SCHD stock, worth $4.7 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
56,401
Previous 55,206
2.16%
Holding current value
$4.7 Million
Previous $4.45 Million
1.48%
% of portfolio
0.27%
Previous 0.29%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio