Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 133,475 shares of SCHY stock, worth $3.18 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
133,475
Previous 113,697 17.4%
Holding current value
$3.18 Million
Previous $2.98 Million 3.7%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 27, 2025
BUY
$23.01 - $26.06 $455,091 - $515,414
19,778 Added 17.4%
133,475 $3.09 Million
Q3 2024

Nov 12, 2024
BUY
$23.66 - $26.53 $203,807 - $228,529
8,614 Added 8.2%
113,697 $2.98 Million
Q2 2024

Aug 13, 2024
BUY
$23.23 - $24.96 $2.44 Million - $2.62 Million
105,083 New
105,083 $2.48 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
  • Industry ETFs
More about SCHY
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