Mc Carthy Grittinger Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Mc Carthy Grittinger Financial Group, LLC
- $341 Billion
- Q3 2024
A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 330 shares of SCHD stock, worth $9,213. This represents 0.01% of its overall portfolio holdings.
Number of Shares
330
Previous 330
-0.0%
Holding current value
$9,213
Previous $25.7 Million
8.71%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,789Shares Held
346MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio