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 $78,574. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,085
Previous 3,125
1.28%
Holding current value
$78,574
Previous $72.3 Million
8.37%
% of portfolio
0.04%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
139Shares Held
10.5MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$47.9 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$17 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.6 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.61 Million0.06% of portfolio