Carolina Wealth Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Carolina Wealth Advisors, LLC
- $213 Million
- Q4 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 93,128 shares of SCHY stock, worth $2.71 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
93,128
Previous 91,428
1.86%
Holding current value
$2.71 Million
Previous $2.55 Million
6.07%
% of portfolio
1.27%
Previous 1.16%
Shares
3 transactions
Others Institutions Holding SCHY
# of Institutions
158Shares 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