Steward Partners Investment Advisory, LLC Schwab Strategic Tr Intl Divid Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 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 6,861 shares of SCHY stock, worth $165,898. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,861
Previous 6,544
4.84%
Holding current value
$165,898
Previous $154,000
16.23%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.63MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.9 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20.3 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.7 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.12 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.93 Million0.0% of portfolio