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

141

Shares Held

12M

Call Options Held

0

Put Options Held

0

Cresset Asset Management, LLC Chicago, IL

3.22M
Shares

$91 Million
0.45% of portfolio
Summit Asset Management, LLC Memphis, TN

661K
Shares

$18.7 Million
2.99% of portfolio
Hamel Associates, Inc.

540K
Shares

$15.2 Million
5.01% of portfolio
High Tower Advisors, LLC Chicago, IL

516K
Shares

$14.6 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

478K
Shares

$13.5 Million
0.02% of portfolio

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