Aj Wealth Strategies, LLC Schwab Strategic Tr Intl Divid Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 20,870 shares of SCHY stock, worth $535,315. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,870
Previous 20,870
-0.0%
Holding current value
$535,315
Previous $493,000
1.22%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$44.9 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$26.9 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.2 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$13.9 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.68 Million0.06% of portfolio