Mc Carthy Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Mc Carthy Asset Management, Inc.
- $139 Million
- Q3 2024
A detailed history of Mc Carthy Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Carthy Asset Management, Inc. holds 305,366 shares of SCHD stock, worth $8.42 Million. This represents 18.51% of its overall portfolio holdings.
Number of Shares
305,366
Previous 300,761
1.53%
Holding current value
$8.42 Million
Previous $23.4 Million
10.37%
% of portfolio
18.51%
Previous 15.44%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio