Beacon Financial Group Schwab Strategic Tr Intl Divid Transaction History
Beacon Financial Group
- $886 Million
- Q4 2024
A detailed history of Beacon Financial Group transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Beacon Financial Group holds 50,625 shares of SCHY stock, worth $1.22 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
50,625
Previous 40,977
23.54%
Holding current value
$1.22 Million
Previous $1.07 Million
9.14%
% of portfolio
0.13%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHY
# of Institutions
134Shares Held
9.25MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.7 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.1 Million1.72% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.08 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.89 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ253KShares$6.09 Million0.01% of portfolio