Mc Grath & Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 121,238 shares of SCHD stock, worth $3.24 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
121,238
Previous 125,336
3.27%
Holding current value
$3.24 Million
Previous $3.42 Billion
1.0%
% of portfolio
6.19%
Previous 6.91%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,003Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.04 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$884 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$863 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$791 Million4.98% of portfolio