Mjt & Associates Financial Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mjt & Associates Financial Advisory Group, Inc.
- $123 Billion
- Q3 2025
A detailed history of Mjt & Associates Financial Advisory Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mjt & Associates Financial Advisory Group, Inc. holds 758,396 shares of SCHD stock, worth $20.2 Million. This represents 16.84% of its overall portfolio holdings.
Number of Shares
758,396
Previous 586,061
29.41%
Holding current value
$20.2 Million
Previous $15.5 Billion
33.31%
% of portfolio
16.84%
Previous 19.26%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,024Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio