Principle Wealth Partners LLC Schwab Strategic Tr Intl Divid Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 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 154,043 shares of SCHY stock, worth $3.67 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
154,043
Previous 182,374 15.53%
Holding current value
$3.67 Million
Previous $4.77 Million 25.38%
% of portfolio
0.26%
Previous 0.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$23.01 - $26.06 $651,896 - $738,305
-28,331 Reduced 15.53%
154,043 $3.56 Million
Q3 2024

Nov 13, 2024
SELL
$23.66 - $26.53 $425,477 - $477,088
-17,983 Reduced 8.98%
182,374 $4.77 Million
Q2 2024

Aug 13, 2024
SELL
$23.23 - $24.96 $3.48 Million - $3.73 Million
-149,629 Reduced 42.75%
200,357 $4.72 Million
Q1 2024

Apr 23, 2024
SELL
$23.78 - $24.68 $271,734 - $282,018
-11,427 Reduced 3.16%
349,986 $8.49 Million
Q4 2023

Feb 05, 2024
BUY
$22.12 - $24.59 $104,251 - $115,892
4,713 Added 1.32%
361,413 $8.89 Million
Q3 2023

Nov 01, 2023
BUY
$22.9 - $24.85 $820,598 - $890,474
35,834 Added 11.17%
356,700 $8.2 Million
Q2 2023

Jul 31, 2023
BUY
$23.33 - $24.6 $989,448 - $1.04 Million
42,411 Added 15.23%
320,866 $7.68 Million
Q1 2023

May 10, 2023
BUY
$22.48 - $24.05 $1.28 Million - $1.37 Million
56,903 Added 25.68%
278,455 $6.58 Million
Q4 2022

Feb 02, 2023
BUY
$19.83 - $23.5 $4.39 Million - $5.21 Million
221,552 New
221,552 $4.97 Million

Others Institutions Holding SCHY

# of Institutions
129
Shares Held
9.75M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

SCHY Quotes by TradingView
  • Ticker SCHY
  • Sector ETFs
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