Concord Wealth Partners Schwab Strategic Tr Intl Divid Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Concord Wealth Partners holds 2,299 shares of SCHY stock, worth $58,049. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,299
Previous 2,282
0.74%
Holding current value
$58,049
Previous $59,000
10.17%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHY
# of Institutions
138Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$47.5 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.9 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.5 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.53 Million0.06% of portfolio