D'Orazio & Associates, Inc. Schwab Strategic Tr Intl Divid Transaction History
D'Orazio & Associates, Inc.
- $676 Million
- Q4 2024
A detailed history of D'Orazio & Associates, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 8,881 shares of SCHY stock, worth $211,545. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,881
Previous 10,819
17.91%
Holding current value
$211,545
Previous $283,000
27.56%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding SCHY
# of Institutions
129Shares Held
9.75MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.2 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.5 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$8.99 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.81 Million0.0% of portfolio