Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 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 105,083 shares of SCHY stock, worth $2.64 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
105,083Holding current value
$2.64 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
127Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$44 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$26.3 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$20.8 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$13.6 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.48 Million0.06% of portfolio