Mc Carthy Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mc Carthy Asset Management, Inc.
- $119 Million
- Q1 2025
A detailed history of Mc Carthy Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Carthy Asset Management, Inc. holds 882,306 shares of SCHD stock, worth $23.1 Million. This represents 20.75% of its overall portfolio holdings.
Number of Shares
882,306
Previous 885,426
0.35%
Holding current value
$23.1 Million
Previous $24.2 Million
1.98%
% of portfolio
20.75%
Previous 19.91%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,997Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio