Accredited Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 5,222 shares of SCHY stock, worth $127,469. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,222Holding current value
$127,469% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
135Shares Held
10.5MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$45.9 Million0.25% of portfolio
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Summit Asset Management, LLC Memphis, TN669KShares$16.3 Million1.72% of portfolio
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Envestnet Asset Management Inc607KShares$14.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC496KShares$12.1 Million0.0% of portfolio
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Pathstone Family Office, LLC Englewood, NJ377KShares$9.21 Million0.06% of portfolio