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 $78,906. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,125
Previous 2,810
11.21%
Holding current value
$78,906
Previous $73.5 Million
1.75%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHY
# of Institutions
138Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$47.5 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.9 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.5 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.53 Million0.06% of portfolio