D'Orazio & Associates, Inc. Schwab Strategic Tr Intl Divid Transaction History
D'Orazio & Associates, Inc.
- $703 Million
- Q3 2024
A detailed history of D'Orazio & Associates, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 10,819 shares of SCHY stock, worth $250,892. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,819
Previous 29,170
62.91%
Holding current value
$250,892
Previous $687,000
58.81%
% of portfolio
0.04%
Previous 0.11%
Shares
9 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