Modern Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Modern Wealth Management, LLC holds 233,842 shares of SCHY stock, worth $6.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
233,842
Previous 145,186 61.06%
Holding current value
$6.8 Million
Previous $3.97 Million 164472.92%
% of portfolio
0.13%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$26.92 - $28.6 $2.39 Million - $2.54 Million
88,656 Added 61.06%
233,842 $6.53 Billion
Q2 2025

Aug 14, 2025
SELL
$23.14 - $27.82 $56,669 - $68,131
-2,449 Reduced 1.66%
145,186 $3.97 Million
Q1 2025

May 30, 2025
BUY
$22.91 - $25.71 $43,024 - $48,283
1,878 Added 1.29%
147,635 $3.75 Million
Q1 2025

May 15, 2025
BUY
$22.91 - $25.71 $109,211 - $122,559
4,767 Added 3.38%
145,757 $3.7 Billion
Q4 2024

May 30, 2025
SELL
$23.01 - $26.06 $154,213 - $174,654
-6,702 Reduced 4.6%
139,055 $3.21 Million
Q4 2024

May 29, 2025
SELL
$23.01 - $26.06 $3 Million - $3.4 Million
-130,351 Reduced 89.43%
15,406 $356,000
Q4 2024

Feb 11, 2025
BUY
$23.01 - $26.06 $209,414 - $237,172
9,101 Added 6.9%
140,990 $3.41 Billion
Q3 2024

May 30, 2025
SELL
$23.66 - $26.53 $328,116 - $367,918
-13,868 Reduced 9.51%
131,889 $3.45 Million
Q3 2024

May 29, 2025
SELL
$23.66 - $26.53 $3.1 Million - $3.47 Million
-130,877 Reduced 89.79%
14,880 $389,000
Q3 2024

Nov 05, 2024
BUY
$23.66 - $26.53 $3.12 Million - $3.5 Million
131,889 New
131,889 $3.45 Billion

Others Institutions Holding SCHY

# of Institutions
155
Shares Held
12.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

SCHY Quotes by TradingView
  • Ticker SCHY
  • Sector ETFs
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More about SCHY
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