Collaborative Wealth Managment Inc. Schwab Strategic Tr Intl Divid Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 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 $321,341. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,839
Previous 13,839 -0.0%
Holding current value
$321,341
Previous $326,000 11.04%
% of portfolio
0.17%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$23.78 - $24.68 $44,682 - $46,373
1,879 Added 15.71%
13,839 $335,000
Q4 2023

Feb 07, 2024
SELL
$22.12 - $24.59 $4,800 - $5,336
-217 Reduced 1.78%
11,960 $294,000
Q2 2023

Aug 07, 2023
BUY
$23.33 - $24.6 $3,406 - $3,591
146 Added 1.21%
12,177 $291,000
Q4 2022

Feb 10, 2023
BUY
$19.83 - $23.5 $238,574 - $282,728
12,031 New
12,031 $269,000
Q2 2022

Aug 15, 2022
SELL
$22.27 - $25.95 $218,646 - $254,777
-9,818 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$24.52 - $25.73 $240,737 - $252,617
9,818 New
9,818 $252,000

Others Institutions Holding SCHY

# of Institutions
126
Shares Held
9.64M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

SCHY Quotes by TradingView
  • Ticker SCHY
  • Sector ETFs
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More about SCHY
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