Bogart Wealth, LLC Schwab Strategic Tr Intl Divid Call Options Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHY

# of Institutions

134

Shares Held

9.25M

Call Options Held

0

Put Options Held

0

Cresset Asset Management, LLC Chicago, IL

1.98M
Shares

$47.7 Million
0.2% of portfolio
Summit Asset Management, LLC Memphis, TN

669K
Shares

$16.1 Million
1.72% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$9.08 Million
0.06% of portfolio
Envestnet Asset Management Inc

328K
Shares

$7.89 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

253K
Shares

$6.09 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR INTL DIVID

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