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

135

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

Cresset Asset Management, LLC Chicago, IL

1.88M
Shares

$45.9 Million
0.25% of portfolio
Summit Asset Management, LLC Memphis, TN

669K
Shares

$16.3 Million
1.72% of portfolio
Envestnet Asset Management Inc

607K
Shares

$14.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

496K
Shares

$12.1 Million
0.0% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$9.21 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR INTL DIVID

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