Bruce G. Allen Investments, LLC Schwab Strategic Tr Intl Divid Transaction History
Bruce G. Allen Investments, LLC
- $123 Billion
- Q4 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 8,585 shares of SCHY stock, worth $203,378. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,585
Previous 4,850
77.01%
Holding current value
$203,378
Previous $127 Million
56.38%
% of portfolio
0.16%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SCHY
# of Institutions
127Shares Held
9.73MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$46.9 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$19.9 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.4 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$8.94 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.77 Million0.0% of portfolio