Long View Wealth Management Schwab Strategic Tr Intl Divid Transaction History
Long View Wealth Management
- $252 Billion
- Q1 2024
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Long View Wealth Management holds 90,661 shares of SCHY stock, worth $2.17 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
90,661
Previous 64,338
40.91%
Holding current value
$2.17 Million
Previous $1.57 Billion
39.65%
% of portfolio
0.87%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
110Shares Held
11.4MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.75MShares$42 Million0.21% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.07MShares$25.5 Million0.01% of portfolio
-
Summit Asset Management, LLC Memphis, TN792KShares$18.9 Million2.28% of portfolio
-
Jane Street Group, LLC New York, NY615KShares$14.7 Million0.02% of portfolio
-
Souders Financial Advisors521KShares$12.5 Million2.07% of portfolio