Mutual Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Mutual Advisors, LLC
- $3.5 Billion
- Q3 2024
A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Mutual Advisors, LLC holds 48,807 shares of SCHY stock, worth $1.17 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
48,807
Previous 56,090
12.98%
Holding current value
$1.17 Million
Previous $1.32 Million
3.4%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.63MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.6 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
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.07 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.88 Million0.0% of portfolio