Bruce G. Allen Investments, LLC Schwab Strategic Tr Intl Divid Transaction History
Bruce G. Allen Investments, LLC
- $132 Billion
- Q2 2025
A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 10,580 shares of SCHY stock, worth $289,257. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,580
Previous 9,292
13.86%
Holding current value
$289,257
Previous $236 Million
22.69%
% of portfolio
0.22%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding SCHY
# of Institutions
132Shares Held
11.2MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$86.8 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN658KShares$18 Million2.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL484KShares$13.2 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13.2 Million0.03% of portfolio
-
Le Conte Wealth Management, LLC Maryville, TN413KShares$11.3 Million6.67% of portfolio