Asset Advisors Investment Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Asset Advisors Investment Management, LLC
- $949 Million
- Q4 2024
A detailed history of Asset Advisors Investment Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Asset Advisors Investment Management, LLC holds 243,921 shares of SCHY stock, worth $5.94 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
243,921
Previous 249,734
2.33%
Holding current value
$5.94 Million
Previous $6.54 Million
13.71%
% of portfolio
0.59%
Previous 0.68%
Shares
8 transactions
Others Institutions Holding SCHY
# of Institutions
137Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$45.8 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.3 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$14.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.1 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.19 Million0.06% of portfolio