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 $3.34 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
121,238
Previous 125,336
3.27%
Holding current value
$3.34 Million
Previous $3.42 Billion
1.0%
% of portfolio
6.19%
Previous 6.91%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,951Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio