Modern Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Modern Wealth Management, LLC holds 131,889 shares of SCHY stock, worth $3.16 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
131,889Holding current value
$3.16 Million% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.63MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.5 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20.2 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.6 Million2.01% of portfolio
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Pathstone Family Office, LLC Englewood, NJ377KShares$9.05 Million0.06% of portfolio
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Envestnet Asset Management Inc328KShares$7.86 Million0.0% of portfolio