Long View Wealth Management Schwab Strategic Tr Intl Divid Transaction History
Long View Wealth Management
- $333 Billion
- Q1 2025
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Long View Wealth Management holds 156,793 shares of SCHY stock, worth $4.07 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
156,793
Previous 151,933
3.2%
Holding current value
$4.07 Million
Previous $3.51 Billion
13.29%
% of portfolio
1.19%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
138Shares Held
10.5MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$48.9 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$17.4 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.9 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.8 Million0.06% of portfolio