Long View Wealth Management Schwab Strategic Tr Intl Divid Transaction History
Long View Wealth Management
- $328 Billion
- Q4 2024
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Long View Wealth Management holds 151,933 shares of SCHY stock, worth $3.7 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
151,933
Previous 139,334
9.04%
Holding current value
$3.7 Million
Previous $3.65 Billion
3.67%
% of portfolio
1.07%
Previous 1.16%
Shares
5 transactions
Others Institutions Holding SCHY
# of Institutions
133Shares Held
10.2MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$45.9 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.3 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$14.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.1 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.2 Million0.06% of portfolio