West Oak Capital, LLC Schwab Strategic Tr Intl Divid Transaction History
West Oak Capital, LLC
- $179 Million
- Q2 2024
A detailed history of West Oak Capital, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, West Oak Capital, LLC holds 63,948 shares of SCHY stock, worth $1.66 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
63,948
Previous 64,218
0.42%
Holding current value
$1.66 Million
Previous $1.56 Million
3.27%
% of portfolio
0.84%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$45.3 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$27.2 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.4 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$14 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.77 Million0.06% of portfolio