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
143Shares Held
12.3MCall 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