Sowell Financial Services LLC Schwab Strategic Tr Intl Divid Transaction History
Sowell Financial Services LLC
- $2.05 Billion
- Q2 2024
A detailed history of Sowell Financial Services LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Sowell Financial Services LLC holds 57,460 shares of SCHY stock, worth $1.49 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
57,460
Previous 65,331
12.05%
Holding current value
$1.49 Million
Previous $1.58 Million
14.52%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$45.3 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$27.2 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.4 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$14 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.77 Million0.06% of portfolio