Mengis Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mengis Capital Management, Inc.
- $479 Million
- Q4 2024
A detailed history of Mengis Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mengis Capital Management, Inc. holds 94,678 shares of SCHD stock, worth $2.69 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
94,678
Previous 31,080
204.63%
Holding current value
$2.69 Million
Previous $2.63 Million
1.56%
% of portfolio
0.54%
Previous 0.53%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio