Caldwell Sutter Capital, Inc. Schwab Strategic Tr Intl Divid Transaction History
Caldwell Sutter Capital, Inc.
- $215 Billion
- Q4 2024
A detailed history of Caldwell Sutter Capital, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 3,125 shares of SCHY stock, worth $75,250. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,125
Previous 2,810
11.21%
Holding current value
$75,250
Previous $73.5 Million
1.75%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHY
# of Institutions
134Shares Held
9.25MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.7 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.1 Million1.72% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.08 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.89 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ253KShares$6.09 Million0.01% of portfolio