Colonial Trust CO / Sc Schwab Strategic Tr Intl Divid Transaction History
Colonial Trust CO / Sc
- $637 Million
- Q3 2024
A detailed history of Colonial Trust CO / Sc transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Colonial Trust CO / Sc holds 8,026 shares of SCHY stock, worth $190,135. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,026
Previous 7,850
2.24%
Holding current value
$190,135
Previous $185,000
13.51%
% of portfolio
0.03%
Previous 0.03%
Shares
3 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