Long View Wealth Management Schwab Strategic Tr Intl Divid Transaction History
Long View Wealth Management
- $333 Billion
- Q1 2025
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 156,793 shares of SCHY stock, worth $4.25 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
156,793
Previous 151,933
3.2%
Holding current value
$4.25 Million
Previous $3.51 Billion
13.29%
% of portfolio
1.19%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
131Shares Held
11.1MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$86 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