Caldwell Sutter Capital, Inc. Schwab Strategic Tr Intl Divid Transaction History
Caldwell Sutter Capital, Inc.
- $210 Billion
- Q1 2025
A detailed history of Caldwell Sutter Capital, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 3,085 shares of SCHY stock, worth $83,572. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,085
Previous 3,125
1.28%
Holding current value
$83,572
Previous $72.3 Million
8.37%
% of portfolio
0.04%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
131Shares Held
11.1MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$86 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN658KShares$17.8 Million2.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL484KShares$13.1 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13 Million0.03% of portfolio
-
Le Conte Wealth Management, LLC Maryville, TN413KShares$11.2 Million6.67% of portfolio