Avantax Advisory Services, Inc. Schwab Strategic Tr Intl Divid Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,970 shares of SCHY stock, worth $281,380. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,970
Previous 10,750
2.05%
Holding current value
$281,380
Previous $260,000
0.77%
% of portfolio
0.0%
Previous 0.0%
Shares
10 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