Concord Wealth Partners Schwab Strategic Tr Intl Divid Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Concord Wealth Partners holds 2,282 shares of SCHY stock, worth $52,919. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,282
Previous 2,249
1.47%
Holding current value
$52,919
Previous $53,000
11.32%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.64MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$45.9 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$19.5 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.2 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$8.75 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.6 Million0.0% of portfolio