Long View Wealth Management Schwab Strategic Tr Intl Divid Transaction History
Long View Wealth Management
- $369 Billion
- Q3 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 186,652 shares of SCHY stock, worth $5.43 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
186,652
Previous 166,623
12.02%
Holding current value
$5.43 Million
Previous $4.56 Billion
14.44%
% of portfolio
1.41%
Previous 1.38%
Shares
8 transactions
Others Institutions Holding SCHY
# of Institutions
154Shares 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