Accredited Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Accredited Wealth Management, LLC
- $123 Billion
- Q2 2025
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 4,672 shares of SCHY stock, worth $129,461. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,672
Previous 4,922
5.08%
Holding current value
$129,461
Previous $125 Million
2.29%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHY
# of Institutions
140Shares Held
11.3MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$87.9 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN661KShares$18.3 Million2.99% of portfolio
-
High Tower Advisors, LLC Chicago, IL516KShares$14.3 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13.3 Million0.03% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$10.5 Million0.06% of portfolio