Long View Wealth Management Schwab Strategic Tr Intl Divid Transaction History
Long View Wealth Management
- $313 Billion
- Q3 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 139,334 shares of SCHY stock, worth $3.5 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
139,334
Previous 110,710
25.85%
Holding current value
$3.5 Million
Previous $2.61 Billion
39.74%
% of portfolio
1.16%
Previous 0.96%
Shares
4 transactions
Others Institutions Holding SCHY
# of Institutions
127Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$44 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$26.3 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$20.8 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$13.6 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.48 Million0.06% of portfolio