Mfa Wealth Services Schwab Strategic Tr Us Dividen Transaction History
Mfa Wealth Services
- $122 Billion
- Q1 2025
A detailed history of Mfa Wealth Services transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mfa Wealth Services holds 275,281 shares of SCHD stock, worth $7.2 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
275,281
Previous 334,940
17.81%
Holding current value
$7.2 Million
Previous $9.15 Billion
15.89%
% of portfolio
6.33%
Previous 7.34%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio