Collaborative Wealth Managment Inc. Schwab Strategic Tr Intl Divid Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 13,839 shares of SCHY stock, worth $358,568. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,839
Previous 13,839
-0.0%
Holding current value
$358,568
Previous $335,000
2.69%
% of portfolio
0.16%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$45.3 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$27.2 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.4 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$14 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.77 Million0.06% of portfolio