Principle Wealth Partners LLC Schwab Strategic Tr Intl Divid Transaction History
Principle Wealth Partners LLC
- $1.21 Billion
- Q1 2024
A detailed history of Principle Wealth Partners LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Principle Wealth Partners LLC holds 349,986 shares of SCHY stock, worth $8.42 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
349,986
Previous 361,413
3.16%
Holding current value
$8.42 Million
Previous $8.89 Million
4.47%
% of portfolio
0.7%
Previous 0.81%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
110Shares Held
11.4MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.75MShares$42.2 Million0.21% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.07MShares$25.7 Million0.01% of portfolio
-
Summit Asset Management, LLC Memphis, TN792KShares$19 Million2.28% of portfolio
-
Jane Street Group, LLC New York, NY615KShares$14.8 Million0.02% of portfolio
-
Souders Financial Advisors521KShares$12.5 Million2.07% of portfolio