Concourse Financial Group Securities, Inc. Schwab Strategic Tr Intl Divid Transaction History
Concourse Financial Group Securities, Inc.
- $1.64 Billion
- Q3 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 528 shares of SCHY stock, worth $12,698. This represents 0.0% of its overall portfolio holdings.
Number of Shares
528
Previous 506
4.35%
Holding current value
$12,698
Previous $11,000
18.18%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.63MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.6 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20.2 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.6 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.07 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.88 Million0.0% of portfolio