Concord Wealth Partners Schwab Strategic Tr Intl Divid Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
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 2,324 shares of SCHY stock, worth $65,583. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,324
Previous 2,306
0.78%
Holding current value
$65,583
Previous $58,000
8.62%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHY
# of Institutions
141Shares Held
12MCall 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