Long View Wealth Management Schwab Strategic Tr Intl Divid Transaction History
Long View Wealth Management
- $330 Billion
- Q2 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 166,623 shares of SCHY stock, worth $4.56 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
166,623
Previous 156,793
6.27%
Holding current value
$4.56 Million
Previous $3.98 Billion
14.52%
% of portfolio
1.38%
Previous 1.19%
Shares
7 transactions
Others Institutions Holding SCHY
# of Institutions
132Shares Held
11.2MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$86.8 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN658KShares$18 Million2.92% of portfolio
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High Tower Advisors, LLC Chicago, IL484KShares$13.2 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13.2 Million0.03% of portfolio
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Le Conte Wealth Management, LLC Maryville, TN413KShares$11.3 Million6.67% of portfolio