Veritable, L.P. Schwab Strategic Tr Intl Divid Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$23.33 - $24.6 $1.9 Million - $2.01 Million	81,560 Added 27.58%	377,242 $9.03 Million
Q1 2023 May 12, 2023	BUY	$22.48 - $24.05 $6.65 Million - $7.11 Million	295,682 New	295,682 $6.99 Million

Others Institutions Holding SCHY

# of Institutions

124

Shares Held

11.1M

Call Options Held

0

Put Options Held

100

Cresset Asset Management, LLC Chicago, IL

1.75M
Shares

$44.9 Million
0.17% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.05M
Shares

$26.9 Million
0.0% of portfolio
Summit Asset Management, LLC Memphis, TN

828K
Shares

$21.2 Million
2.31% of portfolio
Souders Financial Advisors

541K
Shares

$13.9 Million
2.0% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$9.68 Million
0.06% of portfolio

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