Martin Worley Group Schwab Strategic Tr Intl Divid Transaction History
Martin Worley Group
- $183 Million
- Q2 2025
A detailed history of Martin Worley Group transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Martin Worley Group holds 181,686 shares of SCHY stock, worth $5.13 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
181,686
Previous 170,475
6.58%
Holding current value
$5.13 Million
Previous $4.33 Billion
99.89%
% of portfolio
2.71%
Previous 2.47%
Shares
3 transactions
Others Institutions Holding SCHY
# of Institutions
141Shares Held
12MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.22MShares$91 Million0.45% of portfolio
-
Summit Asset Management, LLC Memphis, TN661KShares$18.7 Million2.99% of portfolio
-
Hamel Associates, Inc.540KShares$15.2 Million5.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL516KShares$14.6 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ478KShares$13.5 Million0.02% of portfolio