Steward Partners Investment Advisory, LLC Schwab Strategic Tr Intl Divid Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 6,544 shares of SCHY stock, worth $169,555. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,544
Previous 6,544
-0.0%
Holding current value
$169,555
Previous $158,000
2.53%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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