Bogart Wealth, LLC Schwab Strategic Tr Intl Divid Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,450 shares of SCHY stock, worth $33,625. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,450
Previous 4,200
65.48%
Holding current value
$33,625
Previous $98,000
62.24%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.64MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$45.9 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$19.5 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.2 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$8.75 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.6 Million0.0% of portfolio