Bogart Wealth, LLC Schwab Strategic Tr Intl Divid Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding SCHY
# of Institutions
138Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$47.8 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$17 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.6 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.57 Million0.06% of portfolio