Tradition Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 12,681 shares of SCHY stock, worth $322,985. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,681
Previous 11,681 8.56%
Holding current value
$322,985
Previous $305,000 3.93%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.01 - $26.06 $23,010 - $26,060
1,000 Added 8.56%
12,681 $293,000
Q3 2024

Nov 14, 2024
BUY
$23.66 - $26.53 $30,071 - $33,719
1,271 Added 12.21%
11,681 $305,000
Q2 2024

Aug 12, 2024
BUY
$23.23 - $24.96 $23,880 - $25,658
1,028 Added 10.96%
10,410 $245,000
Q1 2024

May 13, 2024
SELL
$23.78 - $24.68 $4.66 Million - $4.84 Million
-196,027 Reduced 95.43%
9,382 $227,000
Q4 2023

Feb 12, 2024
SELL
$22.12 - $24.59 $391,700 - $435,439
-17,708 Reduced 7.94%
205,409 $7.48 Million
Q3 2023

Nov 13, 2023
BUY
$22.9 - $24.85 $113,996 - $123,703
4,978 Added 2.28%
223,117 $7.5 Million
Q2 2023

Aug 14, 2023
BUY
$23.33 - $24.6 $1.49 Million - $1.57 Million
63,809 Added 41.35%
218,139 $7.69 Million
Q1 2023

May 11, 2023
SELL
$22.48 - $24.05 $45,004 - $48,148
-2,002 Reduced 1.28%
154,330 $5.3 Million
Q4 2022

Feb 03, 2023
SELL
$19.83 - $23.5 $83,801 - $99,311
-4,226 Reduced 2.63%
156,332 $4.97 Million
Q3 2022

Nov 14, 2022
SELL
$19.8 - $23.02 $177,170 - $205,982
-8,948 Reduced 5.28%
160,558 $4.46 Million
Q2 2022

Aug 02, 2022
BUY
$22.27 - $25.95 $3.77 Million - $4.4 Million
169,506 New
169,506 $5.28 Million

Others Institutions Holding SCHY

# of Institutions
138
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

SCHY Quotes by TradingView
  • Ticker SCHY
  • Sector ETFs
  • Industry ETFs
More about SCHY
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email