Modern Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Modern Wealth Management, LLC holds 147,635 shares of SCHY stock, worth $4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
147,635
Previous 145,757 1.29%
Holding current value
$4 Million
Previous $3.7 Billion 99.9%
% of portfolio
0.12%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
$22.91 - $25.71 $43,024 - $48,283
1,878 Added 1.29%
147,635 $3.75 Million
Q1 2025

May 15, 2025
BUY
$22.91 - $25.71 $109,211 - $122,559
4,767 Added 3.38%
145,757 $3.7 Billion
Q4 2024

May 30, 2025
SELL
$23.01 - $26.06 $154,213 - $174,654
-6,702 Reduced 4.6%
139,055 $3.21 Million
Q4 2024

May 29, 2025
SELL
$23.01 - $26.06 $3 Million - $3.4 Million
-130,351 Reduced 89.43%
15,406 $356,000
Q4 2024

Feb 11, 2025
BUY
$23.01 - $26.06 $209,414 - $237,172
9,101 Added 6.9%
140,990 $3.41 Billion
Q3 2024

May 30, 2025
SELL
$23.66 - $26.53 $328,116 - $367,918
-13,868 Reduced 9.51%
131,889 $3.45 Million
Q3 2024

May 29, 2025
SELL
$23.66 - $26.53 $3.1 Million - $3.47 Million
-130,877 Reduced 89.79%
14,880 $389,000
Q3 2024

Nov 05, 2024
BUY
$23.66 - $26.53 $3.12 Million - $3.5 Million
131,889 New
131,889 $3.45 Billion

Others Institutions Holding SCHY

# of Institutions
132
Shares Held
11.1M
Call Options Held
300
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

SCHY Quotes by TradingView
  • Ticker SCHY
  • Sector ETFs
  • Industry ETFs
More about SCHY
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