West Oak Capital, LLC Schwab Strategic Tr Intl Divid Transaction History
West Oak Capital, LLC
- $2.55 Billion
- Q2 2025
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 645 shares of SCHY stock, worth $17,634. This represents 0.01% of its overall portfolio holdings.
Number of Shares
645
Previous 1,470
56.12%
Holding current value
$17,634
Previous $373,000
52.82%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHY
# of Institutions
134Shares Held
11.2MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$86.8 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN658KShares$18 Million2.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL484KShares$13.2 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13.2 Million0.03% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$10.3 Million0.06% of portfolio