Aj Wealth Strategies, LLC Schwab Strategic Tr Intl Divid Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 20,870 shares of SCHY stock, worth $607,108. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,870
Previous 20,870
-0.0%
Holding current value
$607,108
Previous $493,000
1.22%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
155Shares Held
12.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.27MShares$95.3 Million0.43% of portfolio
-
Summit Asset Management, LLC Memphis, TN635KShares$18.5 Million2.78% of portfolio
-
Hamel Associates, Inc.631KShares$18.3 Million5.42% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ546KShares$15.9 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL429KShares$12.5 Million0.01% of portfolio