Le Conte Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Le Conte Wealth Management, LLC
- $150 Billion
- Q3 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 234,285 shares of SCHY stock, worth $6.82 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
234,285
Previous 294,602
20.47%
Holding current value
$6.82 Million
Previous $8.06 Billion
18.76%
% of portfolio
4.37%
Previous 5.45%
Shares
3 transactions
Others Institutions Holding SCHY
# of Institutions
155Shares Held
12.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.27MShares$95.3 Million0.43% of portfolio
-
Summit Asset Management, LLC Memphis, TN635KShares$18.5 Million2.78% of portfolio
-
Hamel Associates, Inc.631KShares$18.3 Million5.42% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ546KShares$15.9 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL429KShares$12.5 Million0.01% of portfolio