Red Door Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History

Red Door Wealth Management, LLC

$572 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 17, 2024	BUY	$22.12 - $24.59 $188,020 - $209,015	8,500 New	8,500 $209,000

Others Institutions Holding SCHY

# of Institutions

126

Shares Held

9.64M

Call Options Held

0

Put Options Held

0

Cresset Asset Management, LLC Chicago, IL

1.98M
Shares

$45.8 Million
0.2% of portfolio
Summit Asset Management, LLC Memphis, TN

841K
Shares

$19.4 Million
2.54% of portfolio
Souders Financial Advisors

525K
Shares

$12.1 Million
2.01% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$8.71 Million
0.06% of portfolio
Envestnet Asset Management Inc

328K
Shares

$7.57 Million
0.0% of portfolio

About SCHWAB STRATEGIC TR INTL DIVID

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