Le Conte Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Le Conte Wealth Management, LLC
- $153 Billion
- Q4 2025
A detailed history of Le Conte Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Le Conte Wealth Management, LLC holds 206,996 shares of SCHY stock, worth $6.02 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
206,996
Previous 234,285
11.65%
Holding current value
$6.02 Million
Previous $6.55 Billion
5.7%
% of portfolio
4.03%
Previous 4.37%
Shares
4 transactions
Others Institutions Holding SCHY
# of Institutions
157Shares Held
12.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.27MShares$95.3 Million0.43% of portfolio
-
Summit Asset Management, LLC Memphis, TN635KShares$18.5 Million2.78% of portfolio
-
Hamel Associates, Inc.631KShares$18.3 Million5.42% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ546KShares$15.9 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL429KShares$12.5 Million0.01% of portfolio