Mfa Wealth Services Schwab Strategic Tr Us Dividen Transaction History
Mfa Wealth Services
- $133 Billion
- Q2 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 233,831 shares of SCHD stock, worth $6.41 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
233,831
Previous 275,281
15.06%
Holding current value
$6.41 Million
Previous $7.7 Billion
19.49%
% of portfolio
4.66%
Previous 6.33%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,013Shares Held
891MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio