New Square Capital LLC Schwab Strategic Tr Intl Divid Transaction History

New Square Capital LLC

$1.35 Billion
Q2 2025

A detailed history of New Square Capital LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, New Square Capital LLC holds 1 shares of SCHY stock, worth $28. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$28

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 05, 2025	BUY	$23.14 - $27.82 $23 - $27	1 New	1 $0

Others Institutions Holding SCHY

# of Institutions

141

Shares Held

12M

Call Options Held

Put Options Held

Cresset Asset Management, LLC Chicago, IL

3.22M
Shares

$91 Million
0.45% of portfolio
Summit Asset Management, LLC Memphis, TN

661K
Shares

$18.7 Million
2.99% of portfolio
Hamel Associates, Inc.

540K
Shares

$15.2 Million
5.01% of portfolio
High Tower Advisors, LLC Chicago, IL

516K
Shares

$14.6 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

478K
Shares

$13.5 Million
0.02% of portfolio

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About SCHWAB STRATEGIC TR INTL DIVID

Ticker SCHY
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