Carolina Wealth Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Carolina Wealth Advisors, LLC
- $221 Million
- Q3 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 91,428 shares of SCHY stock, worth $2.58 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
91,428
Previous 1,086
8318.78%
Holding current value
$2.58 Million
Previous $29,000
8706.9%
% of portfolio
1.16%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
141Shares Held
12MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.22MShares$91 Million0.45% of portfolio
-
Summit Asset Management, LLC Memphis, TN661KShares$18.7 Million2.99% of portfolio
-
Hamel Associates, Inc.540KShares$15.2 Million5.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL516KShares$14.6 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ478KShares$13.5 Million0.02% of portfolio