Carolinas Wealth Consulting LLC Schwab Strategic Tr Intl Divid Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 2,217 shares of SCHY stock, worth $53,607. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,217
Previous 2,217
-0.0%
Holding current value
$53,607
Previous $52,000
11.54%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.63MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.9 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20.3 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.7 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.12 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.93 Million0.0% of portfolio