Iron Financial, LLC Schwab Strategic Tr Intl Divid Transaction History
Iron Financial, LLC
- $176 Million
- Q4 2024
A detailed history of Iron Financial, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Iron Financial, LLC holds 211,717 shares of SCHY stock, worth $5.05 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
211,717
Previous 173,521
22.01%
Holding current value
$5.05 Million
Previous $4.54 Million
7.77%
% of portfolio
2.79%
Previous 2.5%
Shares
5 transactions
Others Institutions Holding SCHY
# of Institutions
127Shares 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