Le Conte Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Le Conte Wealth Management, LLC
- $157 Billion
- Q1 2025
A detailed history of Le Conte Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Le Conte Wealth Management, LLC holds 412,593 shares of SCHY stock, worth $10.9 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
412,593Holding current value
$10.9 Million% of portfolio
6.67%Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
131Shares Held
11.3MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$83.7 Million0.46% of portfolio
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Summit Asset Management, LLC Memphis, TN658KShares$17.3 Million2.92% of portfolio
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High Tower Advisors, LLC Chicago, IL484KShares$12.8 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ481KShares$12.7 Million0.03% of portfolio
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Pathstone Family Office, LLC Englewood, NJ377KShares$9.95 Million0.06% of portfolio