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 $7.07 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
275,281
Previous 334,940
17.81%
Holding current value
$7.07 Million
Previous $9.15 Billion
15.89%
% of portfolio
6.33%
Previous 7.34%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio