Caldwell Sutter Capital, Inc. Schwab Strategic Tr Intl Divid Transaction History
Caldwell Sutter Capital, Inc.
- $215 Billion
- Q3 2024
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 2,810 shares of SCHY stock, worth $68,507. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,810
Previous 2,760
1.81%
Holding current value
$68,507
Previous $65.1 Million
13.04%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHY
# of Institutions
127Shares Held
9.64MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$48.3 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20.5 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.8 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.2 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.99 Million0.0% of portfolio