Mc Kinley Carter Wealth Services, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.54 Billion
- Q2 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,415 shares of SCHD stock, worth $289,079. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,415
Previous 8,384
59.27%
Holding current value
$289,079
Previous $676,000
60.8%
% of portfolio
0.02%
Previous 0.05%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio