Moss Adams Wealth Advisors LLC Schwab Strategic Tr Intl Divid Transaction History

Moss Adams Wealth Advisors LLC

$725 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Dec 20, 2023	BUY	$22.9 - $24.85 $5,839 - $6,336	255 Added 398.44%	319 $7.34 Million
Q2 2023 Dec 20, 2023	BUY	$23.33 - $24.6 $1,493 - $1,574	64 New	64 $1.53 Million

Others Institutions Holding SCHY

# of Institutions

124

Shares Held

11.1M

Call Options Held

0

Put Options Held

100

Cresset Asset Management, LLC Chicago, IL

1.75M
Shares

$44.9 Million
0.17% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.05M
Shares

$26.9 Million
0.0% of portfolio
Summit Asset Management, LLC Memphis, TN

828K
Shares

$21.2 Million
2.31% of portfolio
Souders Financial Advisors

541K
Shares

$13.9 Million
2.0% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$9.68 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR INTL DIVID

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