Le Conte Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Le Conte Wealth Management, LLC
- $148 Billion
- Q2 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 294,602 shares of SCHY stock, worth $8.16 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
294,602
Previous 412,593
28.6%
Holding current value
$8.16 Million
Previous $10.5 Billion
23.05%
% of portfolio
5.45%
Previous 6.67%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
139Shares Held
11.3MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.22MShares$89.3 Million0.45% of portfolio
-
Summit Asset Management, LLC Memphis, TN661KShares$18.3 Million2.99% of portfolio
-
Hamel Associates, Inc.540KShares$15 Million5.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL516KShares$14.3 Million0.02% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$10.5 Million0.06% of portfolio