Iron Financial, LLC Schwab Strategic Tr Intl Divid Transaction History
Iron Financial, LLC
- $176 Million
- Q1 2025
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 238,910 shares of SCHY stock, worth $6.46 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
238,910
Previous 211,717
12.84%
Holding current value
$6.46 Million
Previous $4.89 Million
23.89%
% of portfolio
3.45%
Previous 2.79%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
132Shares Held
11.1MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$85.8 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN658KShares$17.8 Million2.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL484KShares$13.1 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13 Million0.03% of portfolio
-
Le Conte Wealth Management, LLC Maryville, TN413KShares$11.2 Million6.67% of portfolio