Martin Worley Group Schwab Strategic Tr Intl Divid Transaction History
Martin Worley Group
- $175 Billion
- Q1 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 170,475 shares of SCHY stock, worth $4.72 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
170,475
Previous 168,907
0.93%
Holding current value
$4.72 Million
Previous $3.91 Billion
10.79%
% of portfolio
2.47%
Previous 2.44%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
140Shares Held
11.2MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$87.8 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN661KShares$18.3 Million2.99% of portfolio
-
High Tower Advisors, LLC Chicago, IL484KShares$13.4 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13.3 Million0.03% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$10.4 Million0.06% of portfolio