Collaborative Wealth Managment Inc. Schwab Strategic Tr Intl Divid Call Options Transaction History

Collaborative Wealth Managment Inc.

$214 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHY

# of Institutions

136

Shares Held

10.6M

Call Options Held

0

Put Options Held

0

Cresset Asset Management, LLC Chicago, IL

1.88M
Shares

$45.7 Million
0.25% of portfolio
Summit Asset Management, LLC Memphis, TN

669K
Shares

$16.2 Million
1.72% of portfolio
Envestnet Asset Management Inc

607K
Shares

$14.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

496K
Shares

$12.1 Million
0.0% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$9.16 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR INTL DIVID

Ticker SCHY
Sector ETFs
Industry ETFs

More about SCHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.