Bruce G. Allen Investments, LLC Schwab Strategic Tr Intl Divid Transaction History
Bruce G. Allen Investments, LLC
- $129 Billion
- Q3 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 4,850 shares of SCHY stock, worth $120,377. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,850
Previous 4,767
1.74%
Holding current value
$120,377
Previous $112 Million
12.97%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SCHY
# of Institutions
125Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$43.4 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$26 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$20.5 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$13.4 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.36 Million0.06% of portfolio