International Assets Investment Management, LLC Schwab Strategic Tr Intl Divid Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$23.23 - $24.96 $42,743 - $45,926	1,840 New	1,840 $43.4 Million

Others Institutions Holding SCHY

# of Institutions

126

Shares Held

9.64M

Call Options Held

Put Options Held

Cresset Asset Management, LLC Chicago, IL

1.98M
Shares

$45.8 Million
0.2% of portfolio
Summit Asset Management, LLC Memphis, TN

841K
Shares

$19.4 Million
2.54% of portfolio
Souders Financial Advisors

525K
Shares

$12.1 Million
2.01% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$8.71 Million
0.06% of portfolio
Envestnet Asset Management Inc

328K
Shares

$7.57 Million
0.0% of portfolio

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