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 $8.28 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

349,986

Previous 361,413 3.16%

Holding current value

$8.28 Million

Previous $8.89 Million 4.47%

% of portfolio

0.7%

Previous 0.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$20.95 - $23.5 $4.64 Million - $5.21 Million	221,552 New	221,552 $4.97 Million

Others Institutions Holding SCHY

# of Institutions

110

Shares Held

11.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL DIVID

Ticker SCHY
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Principle Wealth Partners LLC Schwab Strategic Tr Intl Divid Transaction History