Cva Family Office, LLC Schwab Strategic Tr Intl Divid Transaction History
Cva Family Office, LLC
- $550 Million
- Q2 2024
A detailed history of Cva Family Office, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Cva Family Office, LLC holds 21,574 shares of SCHY stock, worth $553,373. This represents 0.09% of its overall portfolio holdings.
Number of Shares
21,574
Previous 21,574
-0.0%
Holding current value
$553,373
Previous $523,000
2.87%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$44.9 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$26.9 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.2 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$13.9 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.68 Million0.06% of portfolio