Mc Clarren Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mc Clarren Financial Advisors, Inc.
- $795 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$326 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$253 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$209 Million0.05% of portfolio