Modern Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 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 140,990 shares of SCHY stock, worth $3.58 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
140,990
Previous 131,889
6.9%
Holding current value
$3.58 Million
Previous $3.45 Billion
1.23%
% of portfolio
0.12%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
138Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$47.8 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$17 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.6 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.57 Million0.06% of portfolio