Souders Financial Advisors Schwab Strategic Tr Intl Divid Transaction History
Souders Financial Advisors
- $661 Million
- Q4 2024
A detailed history of Souders Financial Advisors transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Souders Financial Advisors holds 123,587 shares of SCHY stock, worth $3 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
123,587
Previous 525,047
76.46%
Holding current value
$3 Million
Previous $13.7 Million
79.21%
% of portfolio
0.43%
Previous 2.01%
Shares
8 transactions
Others Institutions Holding SCHY
# of Institutions
136Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$45.7 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.2 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$14.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.1 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.16 Million0.06% of portfolio